Walmart's Fiscal Outlook Falls Short of Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy CHWY?
Source: CNBC
- Walmart's Fiscal Outlook: Walmart anticipates net sales growth of only 3.5% to 4.5% and adjusted earnings per share of $2.75 to $2.85, falling short of analysts' expectations of $2.96, resulting in a 3.7% drop in stock price, reflecting market concerns about future growth.
- Hims & Hers Acquisition: Hims & Hers Health announced its acquisition of Australian digital health company Eucalyptus for up to $1.15 billion, leading to a nearly 7% increase in stock price, indicating a proactive strategy in expanding market presence and service offerings.
- Deere Earnings Beat: Deere reported first-quarter earnings of $2.42 per share on revenues of $8 billion, exceeding analyst expectations, which drove a 5.3% increase in stock price, showcasing its strong performance and profitability in the agricultural equipment sector.
- DoorDash Order Growth: DoorDash reported a 32% year-over-year increase in total orders for the fourth quarter, and despite missing overall earnings estimates, the stock surged 10%, highlighting its growth potential in the competitive food delivery market.
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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: 23.800
Low
42.00
Averages
47.06
High
52.00
Current: 23.800
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 Stock Plunge Hides Business Growth Potential
- Market Growth Potential: The U.S. companion animal market is projected to grow at an annual rate of 8.2% from 2018 to 2025, indicating strong demand in the pet industry, with Chewy positioned at the heart of this growth trend.
- Sales Doubling: Despite an 80% drop in stock price since its 2021 peak, Chewy's trailing 12-month sales have surpassed $12.6 billion, with free cash flow reaching $487 million, indicating robust business fundamentals.
- Customer Growth and Retention: Chewy reported over 21 million active customers in Q3 2025, a 4.9% year-over-year increase, with 250,000 new customers added in the last quarter, showcasing strong performance in customer acquisition and retention.
- Future Profitability Outlook: Chewy's stock currently trades at just over 15 times 2025 earnings estimates, with analysts projecting an average earnings growth of 18% over the next three to five years, providing an attractive opportunity for investors despite intense competition.
See More
Latest Rating Changes on Wall Street
- Nvidia Outlook Positive: Oppenheimer reiterates its outperform rating on Nvidia, anticipating sustained outsized growth in high-performance gaming, datacenter/AI, and autonomous driving, indicating strong market demand and future profitability potential.
- CIBC Rating Upgrade: Barclays upgrades CIBC from underweight to overweight, highlighting the bank's progress over the past two years with ROE expansion and consistent earnings performance, suggesting significant growth potential and investment appeal in the Canadian market.
- Credo Technology Buy Rating: Goldman Sachs initiates coverage of Credo Technology with a buy rating and a 12-month price target of $165, indicating a favorable risk/reward profile and confidence in the company's future growth.
- Chewy Rating Upgrade: Raymond James upgrades Chewy from market perform to outperform, noting an attractive EV/EBITDA of approximately 8x, combined with topline and margin opportunities in 2026, highlighting the stock's appeal.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives and future expectations for these companies.
- Market Dynamics: While specific stock names are not disclosed, changes in analyst ratings typically influence investor decisions and can lead to price volatility in the affected stocks.
- Investor Focus: Investors considering buying TEM stock should pay attention to the latest insights from analysts to make more informed investment decisions, especially amid increasing market uncertainties.
- Source of Information: This information is provided by Benzinga, highlighting the significance of analyst ratings in investment decisions, despite the lack of specific rating details.
See More
Walmart's Fiscal Outlook Falls Short of Expectations
- Walmart's Fiscal Outlook: Walmart anticipates net sales growth of only 3.5% to 4.5% and adjusted earnings per share of $2.75 to $2.85, falling short of analysts' expectations of $2.96, resulting in a 3.7% drop in stock price, reflecting market concerns about future growth.
- Hims & Hers Acquisition: Hims & Hers Health announced its acquisition of Australian digital health company Eucalyptus for up to $1.15 billion, leading to a nearly 7% increase in stock price, indicating a proactive strategy in expanding market presence and service offerings.
- Deere Earnings Beat: Deere reported first-quarter earnings of $2.42 per share on revenues of $8 billion, exceeding analyst expectations, which drove a 5.3% increase in stock price, showcasing its strong performance and profitability in the agricultural equipment sector.
- DoorDash Order Growth: DoorDash reported a 32% year-over-year increase in total orders for the fourth quarter, and despite missing overall earnings estimates, the stock surged 10%, highlighting its growth potential in the competitive food delivery market.
See More
Chewy's Stock Pullback Creates Attractive Entry Point for Investors
- Upgrade in Rating: Raymond James upgraded Chewy's rating from market perform to outperform, with analyst Rick Patel setting a price target of $28, indicating a 16% upside from Wednesday's close, reflecting optimism about the stock's future performance.
- Price Decline Context: Chewy's stock has plunged 36% over the past 12 months and is down 27% this year, with a 33% drop following its fiscal third-quarter earnings report, creating an attractive risk-reward balance for investors.
- Customer Growth Potential: Patel noted that Chewy's active customer growth is bolstered by organic growth, market share gains from digital migration, and an increasing number of vet clinics, which are expected to drive revenue growth into 2026.
- Strong Defensive Revenue Structure: Approximately 83% of Chewy's revenue comes from autoship customers, while staples categories like consumables and healthcare account for about 90% of annual revenue, providing the company with robust defensive positioning during market downturns.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, although specific upgrades and downgrades are not disclosed, this shift could influence investor decisions and market sentiment.
- Market Reaction Expectations: Changes in analyst ratings typically trigger market volatility, prompting investors to monitor these shifts to assess potential investment opportunities and risks, especially in the current economic climate.
- Investor Focus: For those considering buying CHWY stock, analysts' opinions will serve as a crucial reference point, potentially impacting their buying decisions and the stock's market performance.
- Rating Change Transparency: While the article does not provide specific details on rating changes, it emphasizes the importance of the analyst ratings page, where investors can access comprehensive information on rating changes to make informed investment choices.
See More
Chewy's Stock Plunge Hides Business Growth Potential
- Market Growth Potential: The U.S. companion animal market is projected to grow at an annual rate of 8.2% from 2018 to 2025, indicating strong demand in the pet industry, with Chewy positioned at the heart of this growth trend.
- Sales Doubling: Despite an 80% drop in stock price since its 2021 peak, Chewy's trailing 12-month sales have surpassed $12.6 billion, with free cash flow reaching $487 million, indicating robust business fundamentals.
- Customer Growth and Retention: Chewy reported over 21 million active customers in Q3 2025, a 4.9% year-over-year increase, with 250,000 new customers added in the last quarter, showcasing strong performance in customer acquisition and retention.
- Future Profitability Outlook: Chewy's stock currently trades at just over 15 times 2025 earnings estimates, with analysts projecting an average earnings growth of 18% over the next three to five years, providing an attractive opportunity for investors despite intense competition.
See More
Latest Rating Changes on Wall Street
- Nvidia Outlook Positive: Oppenheimer reiterates its outperform rating on Nvidia, anticipating sustained outsized growth in high-performance gaming, datacenter/AI, and autonomous driving, indicating strong market demand and future profitability potential.
- CIBC Rating Upgrade: Barclays upgrades CIBC from underweight to overweight, highlighting the bank's progress over the past two years with ROE expansion and consistent earnings performance, suggesting significant growth potential and investment appeal in the Canadian market.
- Credo Technology Buy Rating: Goldman Sachs initiates coverage of Credo Technology with a buy rating and a 12-month price target of $165, indicating a favorable risk/reward profile and confidence in the company's future growth.
- Chewy Rating Upgrade: Raymond James upgrades Chewy from market perform to outperform, noting an attractive EV/EBITDA of approximately 8x, combined with topline and margin opportunities in 2026, highlighting the stock's appeal.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives and future expectations for these companies.
- Market Dynamics: While specific stock names are not disclosed, changes in analyst ratings typically influence investor decisions and can lead to price volatility in the affected stocks.
- Investor Focus: Investors considering buying TEM stock should pay attention to the latest insights from analysts to make more informed investment decisions, especially amid increasing market uncertainties.
- Source of Information: This information is provided by Benzinga, highlighting the significance of analyst ratings in investment decisions, despite the lack of specific rating details.
See More
Walmart's Fiscal Outlook Falls Short of Expectations
- Walmart's Fiscal Outlook: Walmart anticipates net sales growth of only 3.5% to 4.5% and adjusted earnings per share of $2.75 to $2.85, falling short of analysts' expectations of $2.96, resulting in a 3.7% drop in stock price, reflecting market concerns about future growth.
- Hims & Hers Acquisition: Hims & Hers Health announced its acquisition of Australian digital health company Eucalyptus for up to $1.15 billion, leading to a nearly 7% increase in stock price, indicating a proactive strategy in expanding market presence and service offerings.
- Deere Earnings Beat: Deere reported first-quarter earnings of $2.42 per share on revenues of $8 billion, exceeding analyst expectations, which drove a 5.3% increase in stock price, showcasing its strong performance and profitability in the agricultural equipment sector.
- DoorDash Order Growth: DoorDash reported a 32% year-over-year increase in total orders for the fourth quarter, and despite missing overall earnings estimates, the stock surged 10%, highlighting its growth potential in the competitive food delivery market.
See More
Chewy's Stock Pullback Creates Attractive Entry Point for Investors
- Upgrade in Rating: Raymond James upgraded Chewy's rating from market perform to outperform, with analyst Rick Patel setting a price target of $28, indicating a 16% upside from Wednesday's close, reflecting optimism about the stock's future performance.
- Price Decline Context: Chewy's stock has plunged 36% over the past 12 months and is down 27% this year, with a 33% drop following its fiscal third-quarter earnings report, creating an attractive risk-reward balance for investors.
- Customer Growth Potential: Patel noted that Chewy's active customer growth is bolstered by organic growth, market share gains from digital migration, and an increasing number of vet clinics, which are expected to drive revenue growth into 2026.
- Strong Defensive Revenue Structure: Approximately 83% of Chewy's revenue comes from autoship customers, while staples categories like consumables and healthcare account for about 90% of annual revenue, providing the company with robust defensive positioning during market downturns.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, although specific upgrades and downgrades are not disclosed, this shift could influence investor decisions and market sentiment.
- Market Reaction Expectations: Changes in analyst ratings typically trigger market volatility, prompting investors to monitor these shifts to assess potential investment opportunities and risks, especially in the current economic climate.
- Investor Focus: For those considering buying CHWY stock, analysts' opinions will serve as a crucial reference point, potentially impacting their buying decisions and the stock's market performance.
- Rating Change Transparency: While the article does not provide specific details on rating changes, it emphasizes the importance of the analyst ratings page, where investors can access comprehensive information on rating changes to make informed investment choices.
See More
