Chewy Set to Report Earnings; Investors Eye Key Metrics
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 24 2026
0mins
Source: Fool
- Customer Growth Trends: Chewy experienced a 43% year-over-year increase in active customers during fiscal 2020, but growth has slowed post-pandemic, with rates of 8%, 1%, and 2% from 2021 to 2023, indicating intensified market competition and changing consumer behaviors.
- Sales Performance: While Chewy's total net sales surged by 47% in fiscal 2020, the growth rate has declined annually, dropping to just 6% in fiscal 2024, reflecting the impact of inflation and macroeconomic pressures on non-essential pet product sales.
- Subscription Stability: In Q3 2025, Chewy's Autoship customers accounted for 83.9% of total net sales, up from 79.2% in fiscal 2024, indicating positive progress in customer retention and repeat purchase rates.
- Future Outlook: Analysts project Chewy's revenue to grow by 6% and 7% in 2025 and 2026, respectively, with adjusted EBITDA increasing by 25% and 24%, showcasing the company's potential in expanding its service ecosystem, even as its high-growth phase may be over.
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Analyst Views on CHWY
Wall Street analysts forecast CHWY stock price to rise
20 Analyst Rating
17 Buy
3 Hold
0 Sell
Strong Buy
Current: 21.470
Low
42.00
Averages
47.06
High
52.00
Current: 21.470
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.
Chewy's Latest Trading Performance Analysis
- Stock Fluctuation: Chewy (CHWY) closed at $22.28, down 1.15% from the previous day, underperforming the S&P 500's gain of 0.26%, indicating market caution regarding its future performance.
- Earnings Expectations: Chewy is expected to report an EPS of $0.43 on June 10, 2026, reflecting a 22.86% year-over-year increase, with revenue anticipated at $3.36 billion, a 7.84% rise compared to the same quarter last year, which could positively impact investor confidence.
- Analyst Ratings: Currently holding a Zacks Rank of #3 (Hold), Chewy has seen a 0.7% decrease in EPS estimates over the last 30 days, yet analysts remain optimistic about its short-term business trends, reflecting ongoing market interest in its profitability.
- Valuation Metrics: With a forward P/E ratio of 13.91, Chewy is trading at a discount compared to the industry average of 16.55, potentially attracting value investors looking for undervalued stocks in the current market environment.
See More
Online Pet Retailer Shows Strong Growth Prospects
- Market Potential Analysis: Online pet retailer Chewy is viewed as having strong growth prospects, yet it was not included in the latest analysis report's top 10 stocks, indicating market caution regarding its future performance.
- Investment Recommendations: The Motley Fool's analyst team has identified 10 stocks that they believe could yield significant returns in the coming years, with Chewy's exclusion suggesting investors should be selective in their choices.
- Historical Return Comparison: Past recommended stocks like Netflix and Nvidia achieved returns of 463,900% and 1,294,401% respectively after their recommendations, highlighting the importance of selecting quality stocks, and Chewy's absence may impact its investment appeal.
- Investor Community: The Motley Fool has built a community of individual investors providing the latest investment advice and stock recommendations, and while Chewy is not on the recommended list, it remains a company worth monitoring.
See More
Chewy Stock Struggles Despite Strong Business Outlook
- Strong Performance: Despite Chewy's stock plummeting 50% over the past year and losing a third of its value in 2026, the company continues to forecast revenue growth of 8% to 9%, demonstrating its resilience and potential.
- Predictable Business Model: With 84% of sales coming from its autoship program and 85% from food and pet medications, Chewy has established a recession-resistant business model that ensures a steady revenue stream.
- Margin Expansion Goals: Chewy aims to increase its EBITDA margin from 5.7% in fiscal 2025 to 10% by leveraging automation and artificial intelligence to enhance efficiency, which is expected to drive future profitability.
- Undervalued Market Valuation: Despite Chewy's robust growth and highly recurring business model, its forward P/E ratio stands at just 13.7 times, highlighting its leadership position in the industry and future growth potential, especially when compared to the debt-laden Petco.
See More
Chewy Stock Valuation Low Despite Bright Outlook
- Stock Pressure: Chewy's stock has halved over the past year, losing a third of its value in 2026 alone, despite the company continuing to deliver strong growth, indicating a market undervaluation of its potential.
- Business Model Advantage: Approximately 84% of sales come from the autoship program, with 85% of sales being food and pet medications, providing Chewy with a predictable and recession-resistant business model that enhances its market competitiveness.
- Profitability Goals: Chewy forecasts revenue growth of 8% to 9% for fiscal 2026, with an EBITDA margin target of 10%, up from 5.7%, leveraging automation and AI to enhance efficiency.
- Financial Health: Chewy holds $879 million in cash with no debt, contrasting sharply with competitor Petco, which has over $1.2 billion in net debt, highlighting Chewy's financial strength and investment potential.
See More
Chewy (CHWY) Q4 2025 Earnings Transcript
See More
Online Pet Retailer Shows Strong Growth Prospects
- Market Growth Potential: The online pet retailer demonstrates strong growth prospects, with expectations of attracting more consumers in the coming years, significantly boosting sales.
- Stock Performance: As of the afternoon of May 28, 2026, the stock price showed positive performance, reflecting market confidence in the company and investor optimism.
- Video Release Impact: The video published on May 30, 2026, further enhanced brand visibility, attracting more potential customers and is expected to drive subsequent sales growth.
- Industry Trends: With the ongoing expansion of the pet industry, the online retailer's market share is likely to increase, strengthening the company's position in a highly competitive market.
See More
Chewy's Latest Trading Performance Analysis
- Stock Fluctuation: Chewy (CHWY) closed at $22.28, down 1.15% from the previous day, underperforming the S&P 500's gain of 0.26%, indicating market caution regarding its future performance.
- Earnings Expectations: Chewy is expected to report an EPS of $0.43 on June 10, 2026, reflecting a 22.86% year-over-year increase, with revenue anticipated at $3.36 billion, a 7.84% rise compared to the same quarter last year, which could positively impact investor confidence.
- Analyst Ratings: Currently holding a Zacks Rank of #3 (Hold), Chewy has seen a 0.7% decrease in EPS estimates over the last 30 days, yet analysts remain optimistic about its short-term business trends, reflecting ongoing market interest in its profitability.
- Valuation Metrics: With a forward P/E ratio of 13.91, Chewy is trading at a discount compared to the industry average of 16.55, potentially attracting value investors looking for undervalued stocks in the current market environment.
See More
Online Pet Retailer Shows Strong Growth Prospects
- Market Potential Analysis: Online pet retailer Chewy is viewed as having strong growth prospects, yet it was not included in the latest analysis report's top 10 stocks, indicating market caution regarding its future performance.
- Investment Recommendations: The Motley Fool's analyst team has identified 10 stocks that they believe could yield significant returns in the coming years, with Chewy's exclusion suggesting investors should be selective in their choices.
- Historical Return Comparison: Past recommended stocks like Netflix and Nvidia achieved returns of 463,900% and 1,294,401% respectively after their recommendations, highlighting the importance of selecting quality stocks, and Chewy's absence may impact its investment appeal.
- Investor Community: The Motley Fool has built a community of individual investors providing the latest investment advice and stock recommendations, and while Chewy is not on the recommended list, it remains a company worth monitoring.
See More
Chewy Stock Struggles Despite Strong Business Outlook
- Strong Performance: Despite Chewy's stock plummeting 50% over the past year and losing a third of its value in 2026, the company continues to forecast revenue growth of 8% to 9%, demonstrating its resilience and potential.
- Predictable Business Model: With 84% of sales coming from its autoship program and 85% from food and pet medications, Chewy has established a recession-resistant business model that ensures a steady revenue stream.
- Margin Expansion Goals: Chewy aims to increase its EBITDA margin from 5.7% in fiscal 2025 to 10% by leveraging automation and artificial intelligence to enhance efficiency, which is expected to drive future profitability.
- Undervalued Market Valuation: Despite Chewy's robust growth and highly recurring business model, its forward P/E ratio stands at just 13.7 times, highlighting its leadership position in the industry and future growth potential, especially when compared to the debt-laden Petco.
See More
Chewy Stock Valuation Low Despite Bright Outlook
- Stock Pressure: Chewy's stock has halved over the past year, losing a third of its value in 2026 alone, despite the company continuing to deliver strong growth, indicating a market undervaluation of its potential.
- Business Model Advantage: Approximately 84% of sales come from the autoship program, with 85% of sales being food and pet medications, providing Chewy with a predictable and recession-resistant business model that enhances its market competitiveness.
- Profitability Goals: Chewy forecasts revenue growth of 8% to 9% for fiscal 2026, with an EBITDA margin target of 10%, up from 5.7%, leveraging automation and AI to enhance efficiency.
- Financial Health: Chewy holds $879 million in cash with no debt, contrasting sharply with competitor Petco, which has over $1.2 billion in net debt, highlighting Chewy's financial strength and investment potential.
See More
Chewy (CHWY) Q4 2025 Earnings Transcript
See More
Online Pet Retailer Shows Strong Growth Prospects
- Market Growth Potential: The online pet retailer demonstrates strong growth prospects, with expectations of attracting more consumers in the coming years, significantly boosting sales.
- Stock Performance: As of the afternoon of May 28, 2026, the stock price showed positive performance, reflecting market confidence in the company and investor optimism.
- Video Release Impact: The video published on May 30, 2026, further enhanced brand visibility, attracting more potential customers and is expected to drive subsequent sales growth.
- Industry Trends: With the ongoing expansion of the pet industry, the online retailer's market share is likely to increase, strengthening the company's position in a highly competitive market.
See More
