24/7 Wall Street·5 days ago
Reddit Vs. Chewy: The Better Buy Stock In 2026Reddit (NYSE: RDDT | RDDT Price Prediction) and Chewy (NYSE: CHWY) just posted fresh quarters that read like opposite chapters of the same internet economy.
Chewy, Inc.(CHWY)Earnings, Financials & Key Ratios
CHWY•NYSE
$20.73
39.9× P/E·Price updated Jul 7, 2026
AboutChewy, Inc., together with its subsidiaries, engages in the pure play e-commerce business in the United States. The company provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services for dogs, cats, fish, birds, small pets, horses, and reptiles through its www.chewy.com retail Website, as well as its mobile applications. It offers approximately 100,000 products from 3,000 partner brands. The company was founded in 2010 and is headquartered in Dania Beach, Florida.Show more
- Revenue$12.6B+6.2%
- EBITDA$384M+68.9%
- Net Income$223M-43.3%
- EPS (Diluted)0.52-42.9%
- Gross Margin29.79%+1.9%
- EBITDA Margin3.04%+59.0%
- Operating Margin2.02%+112.6%
- Net Margin1.77%-46.6%
- ROE58.68%-42.3%
CHWY Price & Volume
Chewy, Inc. (CHWY) stock price & volume — 10-year historical chart
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Stagnating Revenue Growth Challenges Operational Margin Expansion
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Decelerating
Profitability:Strained
Financial:Healthy
Cash Flow:Stable
Primary Risk:Stagnating Active Customer Base
Key Thesis Takeaways
- Chewy faces a transition toward maturity as revenue growth decelerated to 4.8% in 2026Q1, signaling potential saturation in the pet e-commerce sector.
- While the company maintains a stable $1.0 billion investment in automated logistics infrastructure, the inability to scale operating margins beyond 1.3% suggests persistent fulfillment cost pressures.
- Investors should monitor the shift toward aggressive capital return, evidenced by $253.3 million in share repurchases, as the firm balances shareholder value against a $1.3 billion accumulated deficit.
Verdict Logic
while the company generates significant cash, the deceleration of top-line growth to 4.8% and a compressed current ratio of 0.78 warrant caution regarding future operational flexibility.
CHWY Growth Metrics
Chewy, Inc. (CHWY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years12.01%
3 Years7.59%
TTM2.1%
Profit CAGR
10 Years-
5 Years-
3 Years64.67%
TTM78.35%
EPS CAGR
10 Years-
5 Years-
3 Years63.03%
TTM72.54%
Return on Capital
10 Years-301.25%
5 Years5.02%
3 Years11.17%
Last Year24.22%
CHWY Recent Earnings
Chewy, Inc. (CHWY) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 10/12 qtrs (83%)
Q3 2026Latest
Jun 10, 2026Metric
Actual
Est
EPS
$0.23-5.1%
$0.24
Rev
$3.4B+0.2%
$3.4B
Q2 2026
Mar 25, 2026Metric
Actual
Est
EPS
$0.09-2.5%
$0.09
Rev
$3.3B-0.0%
$3.3B
Q4 2025
Dec 10, 2025Metric
Actual
Est
EPS
$0.32+156.4%
$0.12
Rev
$3.1B+0.6%
$3.1B
Q4 2025
Sep 10, 2025Metric
Actual
Est
EPS
$0.33+131.3%
$0.14
Rev
$3.1B+0.8%
$3.1B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jun 10, 2026 | $0.23vs $0.24-5.1% | $3.4Bvs $3.4B+0.2% |
| Q2 2026 | Mar 25, 2026 | $0.09vs $0.09-2.5% | $3.3Bvs $3.3B-0.0% |
| Q4 2025 | Dec 10, 2025 | $0.32vs $0.12+156.4% | $3.1Bvs $3.1B+0.6% |
| Q4 2025 | Sep 10, 2025 | $0.33vs $0.14+131.3% | $3.1Bvs $3.1B+0.8% |
Based on last 12 quarters of dataView full earnings history →
Latest CHWY News
Recent stock market news and headlines for Chewy, Inc. (CHWY)
Zacks Investment Research·Jun 30, 2026
CHWY Is Leveraging AI & Automation to Enhance Operational EfficiencyChewy expands AI and automation across service, fulfillment and marketing, aiming for greater efficiency and long-term growth.
Zacks Investment Research·Jun 29, 2026
Wall Street Analysts Think Chewy (CHWY) Is a Good Investment: Is It?When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
The Motley Fool·Jun 26, 2026
Why Is Chewy Stock Falling, and is it a Buying Opportunity?Chewy's (CHWY +2.12%) management team lowered its 2026 growth expectations.
Zacks Investment Research·Jun 26, 2026
New Strong Sell Stocks for June 26thCHWY, FSM and MHO have been added to the Zacks Rank #5 (Strong Sell) List on June 26th, 2026.
Peers Comparison
Key metrics vs top competitors for Chewy, Inc. (CHWY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $20.73 | $8.58B | 39.87 | 6.24% | 1.77% | 58.68% | — | |
| $2.53 | $722.48M | 79.81 | -2.53% | -0.39% | -2.03% | — | |
| $10.04 | $86.76M | -2.22 | -18.45% | -9.88% | -46.76% | — | |
| $1.92 | $41.02M | -0.70 | -21.13% | -32% | -146.59% | — | |
| $54.51 | $2.68B | 20.65 | 13.01% | 17.63% | 16.98% | — | |
| $245.98 | $2.65T | 34.31 | 12.38% | 12.22% | 23.34% | — |
Compare CHWY vs Peers
Chewy, Inc. (CHWY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
CHWY SEC Filings & Documents
Chewy, Inc. (CHWY) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Jun 10, 2026·SEC
Material company update
Apr 28, 2026·SEC
Material company update
Apr 8, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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CHWY Frequently Asked Questions
Chewy, Inc. (CHWY) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Chewy, Inc.'s revenue?
Chewy, Inc. (CHWY) reported $12.75B in revenue for fiscal year 2025. This represents a 1316% increase from $900.6M in 2016.
How fast is Chewy, Inc. growing?
Chewy, Inc. (CHWY) grew revenue by 6.2% over the past year. This is steady growth.
Is CHWY profitable?
Yes, Chewy, Inc. (CHWY) is profitable, generating $199.6M in net income for fiscal year 2025 (1.8% net margin).
Dividend & Returns
What is CHWY's return on equity?
Chewy, Inc. (CHWY) has a return on equity (ROE) of 58.7%. This is excellent, indicating efficient use of shareholder capital.
What is Chewy, Inc.'s free cash flow?
Chewy, Inc. (CHWY) generated $584.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.