Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CHWY
HOLDChewy, Inc. · Consumer Cyclical · United States · $8.5B · Avg Vol: $212M/d
COMPANY DESCRIPTION
Chewy, Inc. is an online retailer of pet food, treats, supplies, and medications, offering a vast selection of products for various pets delivered directly to consumers. It benefits from a loyal customer base driven by its Autoship subscription service, wide product selection, and strong customer service. The company is a leading pure-play online pet retailer, capturing significant market share in the growing pet supplies industry through convenience and specialized offerings.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 9.0B | 10.1B | 11.1B | 11.9B | 12.6B | 8.9% | 12.8B | 13.5B | 14.4B | 7.0% |
| EPS | -0.18 | 0.12 | 0.09 | 0.93 | 0.54 | 65.1% | 0.63 | 0.65 | 0.78 | 20.3% |
| Shares | 420.1M | 425.3M | 431.8M | 413.6M | 415.1M | -1.2% | — | — | — | — |
| Debt | 410.2M | 471.8M | 527.8M | 502.4M | 518.7M | 6.0% | 523.4M | — | — | — |
| Equity | 14.7M | 160.3M | 510.2M | 261.5M | 497.9M | 141.1% | — | — | — | — |
| Op CF | 191.7M | 349.8M | 486.2M | 596.3M | 691.6M | 37.8% | 713.7M | — | — | — |
| Inv CF | -193.3M | -615.5M | -287.4M | 394.6M | -151.8M | — | — | — | — | — |
| Fin CF | 41.3M | -6.7M | 71.6M | -996.7M | -276.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of CHWY are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CHWY | Chewy, Inc.(you) | $8.5B | 43 | HOLD |
| W | Wayfair Inc. | $11.1B | 26 | SELL |
| RVLV | Revolve Group, Inc. | $1.8B | 53 | HOLD |
| ETSY | Etsy, Inc. | $7.7B | 89 | STRONG BUY |
| CART | Maplebear Inc. | $9.9B | 90 | STRONG BUY |
| CPNG | Coupang, Inc. | $27.8B | 12 | STRONG SELL |
| DASH | DoorDash, Inc. | $75.3B | 30 | SELL |
| EBAY | eBay Inc. | $48.6B | 64 | HOLD |
| LOGC | ContextLogic Holdings Inc. | $412M | 38 | HOLD |
| TDUP | ThredUp Inc. | $736M | 21 | SELL |
Peer medians: ROE 9.9% · P/E 22.6x · Gross margin 37.5%