Chewy, Inc.

Chewy, Inc.

CHWYยทNYSE

$21.04

-2.2%
Consumer CyclicalSpecialty Retail

Chewy, 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.

At a Glance

Live Snapshot
Market Cap$8.71B
EPS0.5300
P/E Ratio39.70
Earnings Date06/10/2026
chwy

Chewy, Inc. Street Expectations Map

CHWY ยท NYSE

Wall Street analysts project that CHWY stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 39.29, with estimates ranging from a low of 28.00 to a high of 52.00.

Lowest Target
28.00
33.08%
Consensus Target
39.29
86.74%
Highest Target
52.00
147.15%

The consensus 1-year price target stands at 39.29, with estimates ranging from a low of 28.00 to a high of 52.00.

Analyst Consensus Analysis

Upside Potential

+86.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

61.1% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

chwy

Chewy, Inc. Forward Estimates of Revenue

CHWY ยท NYSE
Latest Revenue
12.60B
FY 2025
Avg Estimate
12.60B
FY 2026
Estimate Range
12.59B - 12.62B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.0%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

chwy

Chewy, Inc. Forward Estimates of Net Income

CHWY ยท NYSE
Latest Net Income
222.80M
FY 2025
Avg Estimate
224.39M
FY 2026
Estimate Range
220.38M - 230.95M
Analyst Spread

Forward Growth Analysis

Projected Growth+0.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

chwy

Chewy, Inc. Forward Estimates of EPS

CHWY ยท NYSE
Latest EPS
0.53
FY 2025
Avg Estimate
$0.52
FY 2026
Estimate Range
$0.51 - $0.54
Analyst Spread

Forward Growth Analysis

Projected Growth-1.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

chwy

Chewy, Inc. Forward Estimates of EBIT

CHWY ยท NYSE
Latest EBIT
267.90M
FY 2025
Avg Estimate
6.41M
FY 2026
Estimate Range
6.41M - 6.42M
Analyst Spread

Forward Growth Analysis

Projected Growth-97.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

chwy

Chewy, Inc. Forward Estimates of EBITDA

CHWY ยท NYSE
Latest EBITDA
397.20M
FY 2025
Avg Estimate
104.44M
FY 2026
Estimate Range
104.36M - 104.60M
Analyst Spread

Forward Growth Analysis

Projected Growth-73.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

chwy

Chewy, Inc. Forward Estimates of SG&A Expense

CHWY ยท NYSE
Latest SG&A Expense
3.50B
FY 2025
Avg Estimate
3.49B
FY 2026
Estimate Range
3.49B - 3.49B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.3%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

chwy

Chewy, Inc. Insider Positioning

CHWY ยท NYSE

During the last 12 months, insiders have sold $608.07M worth of CHWY shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

91.5K

2.35M

Net Activity

-2.4M

-$2.35M

3-6 Months

Bought

0

0.00

Sold

16.1K

459.01K

Net Activity

-459K

-$459K

6-9 Months

Bought

0

0.00

Sold

13.4M

503.87M

Net Activity

-503.9M

-$503.87M

9-12 Months

Bought

0

0.00

Sold

2.4M

101.39M

Net Activity

-101.4M

-$101.39M

Top Buyers

No buying activity

Top Sellers

1
AHGL

Argos Holdings Gp Llc

10 Percent Owner

15.7M sharesโ€ข2 transactions

$600.00M

2
SS

Singh Sumit

Director, Officer: Chief Executive Officer

130.6K sharesโ€ข4 transactions

$3.74M

3
MS

Mehta Satish

Officer: Chief Technology Officer

97.3K sharesโ€ข8 transactions

$3.29M

4
BWG

Billings William G.

Officer: Chief Accounting Officer

21.3K sharesโ€ข2 transactions

$753K

5
HD

Hu Da-Wai

Officer: General Counsel & Secretary

8.1K sharesโ€ข1 transactions

$219K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $608.07M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$2.35M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.