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Earnings transcript
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CHWY
Chewy, Inc.
$22.05
-0.22
(-0.99%)
| Exchange: | NYSE |
| Market Cap: | 8.862B |
| Shares Outstanding: | 395.712M |
Delayed data
About The Company
| Sector: | Consumer CyclicalView sector performance | |||||
| Industry: | Specialty RetailView industry performance | |||||
| CEO: | Sumit Singh | |||||
| Full Time Employees: | 18000 | |||||
| Address: |
| |||||
| Website: | https://www.chewy.com |
Chewy, Inc., along with its affiliated entities, functions exclusively as an online retail enterprise within the United States. Through its primary website, chewy.com, and its mobile applications, the company provides a comprehensive range of products and services tailored for nearly every type of domestic companion, including canines, felines, aquatic pets, birds, small mammals, horses, and even reptiles. Customers can procure everything from essential pet food and treats to necessary supplies, prescribed medications, and other health and wellness items. This extensive inventory includes roughly 100,000 unique products supplied by approximately 3,000 different partner brands. Chewy was established in 2010 and maintains its corporate headquarters in Dania Beach, Florida.
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Revenue Segmentation
Revenue by type
CHWY full analysis
Hey everyone, welcome back to MarketSnap. CHWY has been one of the most polarizing stocks in the consumer space this year. Down nearly forty percent over the past twelve months while the business actually grew sales and turned consistently profitable. That disconnect is exactly why we're running it through the MarketSnap valuation engine today. Is the market pricing in a real problem, or is this a rare case of a quality compounder getting tossed aside? Let's dig in. Before we…
EPS
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Earnings Call
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Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 11,147,720 | 11,861,335 | 12,601,500 |
| Gross Profit | 3,161,518 | 3,467,704 | 3,753,900 |
| EBITDA | 161,505 | 271,769 | 397,200 |
| Operating Income | -23,625 | 112,587 | 254,300 |
| Net Income | 39,580 | 392,738 | 222,800 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 3,186,851 | 3,014,527 | 3,366.400 |
| Total Liabilities | 2,676,607 | 2,753,068 | 2,868.500 |
| Total Stockholders Equity | 510,244 | 261,459 | 497.900 |
| Total Debt | 527,795 | 502,404 | 518.700 |
| Cash and Cash Equivalents | 602,232 | 595,765 | 860.100 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 486,211 | 596,325 | 691.600 |
| Capital Expenditure | -143,282 | -143,831 | -129.199 |
| Free Cash Flow | 342,929 | 452,494 | 562.400 |
| Net Income | 39,580 | 392,738 | 222.800 |
| Net Change in Cash | 270,591 | -6,467 | 264.300 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2031 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 17,183,338.511 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 17,501,415.479 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 17,333,700 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 977,588.306 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 996,016.825 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 986,299.886 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 705,171.639 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 722,186.607 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 713,215.001 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 4,794,343.508 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 4,883,090.537 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 4,836,296.044 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 1.680 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 1.700 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 1.660 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 10 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 5 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Q4 2025 net sales exceeded $3.26 billion, demonstrating sustained revenue scale in a competitive pet retail sector.
- Margin expansion driven by premium product mix and sponsored ads, with grossProfitMarginTTM and netProfitMarginTTM positioned for incremental gains.
- Positive freeCashFlowYieldTTM supported by operatingCashFlow growth and controlled capitalExpenditure, enhancing cash generation capacity.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates CHWY intrinsic value between $20.39 – $37.50 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about CHWY valuation
Is Chewy, Inc. (CHWY) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for Chewy, Inc. (CHWY) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is CHWY a buy, hold, or sell for long-term investors?
MarketSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether CHWY trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is CHWY’s P/E ratio?
You can see CHWY’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for CHWY?
MarketSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MarketSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is CHWY a good long-term investment?
Whether CHWY fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MarketSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
CHWY
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
-0.99
Trading Metrics:
| Open: | 22.14 | Previous Close: | 22.27 | |
| Day Low: | 21.81 | Day High: | 22.33 | |
| Year Low: | 17.4 | Year High: | 37.34 | |
| Price Avg 50: | 20.9 | Price Avg 200: | 23.22 | |
| Volume: | 6.045M | Average Volume: | 8.299M |
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