CHWY Earnings

CHWY reported its earnings on 2026-03-25, showcasing a revenue of 3.27B against an estimate of 3.26B, resulting in a 0.14% surprise. The EPS was 0.27, surpassing the expected 0.28 by -3.57%. The stock experienced a 13.3% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following CHWY's earnings announcement on 2026-03-25, the stock price moved by 13.3% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, CHWY's stock price tends to shift by an average of -1.41% in the 10 days leading up to earnings and 2.14% in the 10 days following, providing insight into potential market.

For 2027/Q1, analysts estimate CHWY's annual revenue to reach 3.37B, while the EPS is projected at 0.42. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between CHWY's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, CHWY's stock price typically moves by -1.41% in the 10 days before its earnings and 2.14% in the 10 days after. For the upcoming 2027/Q1 earnings, analysts expect an EPS of 0.42 and revenue of 3.37B.

The earnings call reflects strong financial performance, with record high free cash flow and a debt-free position. The SmartEquine acquisition and Chewy+ program are expected to enhance margins. Management's optimistic guidance for EBITDA margin expansion and strategic use of AI further support a positive outlook. However, some uncertainty exists due to management's reluctance to provide specific guidance on certain initiatives. Overall, the positive financials and strategic initiatives suggest a likely stock price increase in the near term.