Chewy and Dutch Bros: High-Potential Growth Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Source: Fool
- Chewy's Market Opportunity: Chewy's stock has fallen about 13% over the past year, with a current market cap of $13 billion, presenting a timely buying opportunity as the pet industry is projected to reach $157 billion by 2025, allowing investors to capitalize on future growth.
- Repeat Purchases Driving Growth: Chewy's annual revenue has surged from $2.1 billion in 2018 to over $12 billion, with 84% of sales coming from the Autoship program, indicating strong customer loyalty and predictable revenue streams, while the stock trades at a 25x earnings estimate for 2026, reflecting market confidence in its growth.
- Dutch Bros' Expansion Potential: Dutch Bros has opened 1,081 shops as of September 30, 2025, with plans to reach 7,000, and same-store sales grew 5.7% year-over-year, demonstrating its brand appeal and sustained market demand.
- Profitability Outlook: Dutch Bros is expected to see annual earnings growth of 32% over the next several years, with a current market cap of $7.5 billion and a price-to-sales ratio of 5, indicating strong investment appeal during its early growth phase and potential for attractive long-term returns.
Analyst Views on CHWY
Wall Street analysts forecast CHWY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CHWY is 47.06 USD with a low forecast of 42.00 USD and a high forecast of 52.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
17 Buy
3 Hold
0 Sell
Strong Buy
Current: 31.300
Low
42.00
Averages
47.06
High
52.00
Current: 31.300
Low
42.00
Averages
47.06
High
52.00
About CHWY
Chewy, Inc. is an e-commerce business geared toward pet products and services. The Company’s products consist of pet food and treats, pet supplies and pet medications, other pet-health products, and pet services. It serves its customers through its retail websites, and its mobile applications and focuses on delivering customer service, competitive prices, convenience, including Chewy’s Autoship subscription program, and a range of pet food, treats and supplies, and pet healthcare products and services. It partners with approximately 3,200 of the brands in the pet industry, and it creates and offers its own private brands. It owns a number of trademark registrations and applications in the United States and in foreign jurisdictions. These trademarks include American Journey, Blue Box Event, Careplus, Chewy, Chewy.com, Chewy Vet Care, Dr. Lyon’s, Frisco, Goody Box, Onguard, PetMD, PracticeHub, Tiny Tiger, True Acre Farms, Tylee’s, Vibeful, and The Zoo.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
