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CHWY · NYSE · Specialty Retail

Chewy

Sells pet food, supplies and health services through an Autoship-centered online platform.

$23.28

After-hours close+0.01 (+0.04%)

At close$23.27(+2.06%)

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Profile

Chewy, Inc.CHWYConsumer Discretionary

Sells pet food, supplies, medicines and services through an integrated online platform centered on Autoship. Recurring replenishment supports the retail model, while pharmacy, insurance-related products, veterinary software and clinics extend it into pet health; operations remain concentrated in the United States.

Sells pet food, treats, supplies and medicines through its website and apps, with Autoship turning recurring replenishment into the core sales motion. The same integrated platform spans consumables, pet health and specialty products, hardgoods and services.

Extends those retail relationships through Chewy Pharmacy, Connect with a Vet, CarePlus, veterinary-practice software and Chewy Vet Care clinics. Customer support, fulfillment speed, assortment and scheduled delivery define the operating proposition.

Serves the United States and Canada, with the business concentrated in the United States. Delivery depends on inventory placement, fulfillment centers and parcel carriers, while health offerings add licensing, clinical staffing and care-quality requirements. BC Partners affiliates retain concentrated voting control through the dual-class structure.

Company facts

CEOSumit Singh

ListedJun 14, 2019

ExchangeNYSE

HeadquartersPlantation, FL

CountryUnited States

Employees18,000

CIK0001766502

ISINUS16679L1098

Key statistics

Market cap$9.63B

EPS (ttm)$0.4600

P/E (ttm)50.57

ROE44.8%

P/B22.72

P/S0.7555

Dividend yield—

Beta0.80vs XLY 0.77

Year to date −30.5% · Average volume (30d) 6.9M

Analysts

Price target, next 12 months$30.00+29.0%Median of 38 analysts · vs the Aug 28 close

ConsensusBuy31 of 38 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $23.26

High$40.00+72.0%

Median$30.00+29.0%

Low$23.00−1.1%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Aug 26, 2026	Morgan Stanley	Reiterate	Overweight	$43	$37
Jun 12, 2026	Goldman Sachs	Reiterate	Buy	$52	$34
Jun 11, 2026	RBC Capital	Reiterate	Outperform	$47	$34
Jun 11, 2026	UBS	Reiterate	Neutral	$32	$24
Jun 11, 2026	Robert W. Baird	Target		$45	$30

Earnings

EPS

Estimate$0.18

ReportedDue Sep 9, 2026

Revenue

Estimate$3.32B

ReportedDue Sep 9, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Jun 10, 2026Q1 FY26	$0.24	$0.23	−5.1%	$3.35B	$3.36B	+0.2%	−6.06%
Mar 25, 2026Q4 FY25	$0.09	$0.09	−2.5%	$3.27B	$3.26B	0.0%	+1.66%
Dec 10, 2025Q3 FY25	$0.12	$0.32	+156.4%	$3.10B	$3.12B	+0.6%	−3.39%
Sep 10, 2025Q2 FY25	$0.14	$0.33	+131.3%	$3.08B	$3.10B	+0.8%	+2.59%

View details

Financial highlights

	Q4 FY24	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26
Revenue	$3.25B	$3.12B	$3.10B	$3.12B	$3.26B	$3.26B
Gross profit	$926.0M	$923.8M	$942.2M	$928.2M	$959.7M	$959.7M
Operating income	−$9.7M	$76.9M	$69.7M	$65.2M	$42.5M	$42.5M
Net income	$22.8M	$62.4M	$62.0M	$59.2M	$39.2M	$39.2M
Diluted EPS	$0.05	$0.15	$0.14	$0.14	$0.09	$0.09
Gross margin	28.5%	29.6%	30.4%	29.8%	29.4%	29.4%
Operating margin	-0.3%	2.5%	2.2%	2.1%	1.3%	1.3%

Fiscal years (4-quarter sums)FY21 $8.89B · FY22 $10.10B · FY23 $11.17B · FY24 $11.86B · FY25 $12.60B

Revenue by product · Q1 FY26

Reportable Segment$3.36B · 100%

Balance sheet, May 3, 2026Cash & short-term investments $520.1M · Total debt $484.1M · Total assets $3.30B · Shareholders' equity $424.2M

Dividends

No dividends on record.

Ownership

Institutions 98.18%406.58M sharesInsiders 0.34%1.42M sharesOther 1.48%6.13M shares

Shares outstanding 414.12M · Float 406.86M · 98.3% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Argos Holdings GP LLC · 10 percent owner	176.48M	42.62%	Form 4	Oct 14, 2025
BC Partners Pe LP	176.48M	42.62%	13F	Aug 14, 2026
BlackRock, Inc.	22.70M	5.48%	13F	Aug 7, 2026
Canada Pension Plan Investment Board	20.18M	8.70%	13G	Aug 14, 2026
AQR Capital Management LLC	12.93M	3.12%	13F	Aug 14, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Aug 3, 2026	Sumit Singh	director, officer: Chief Executive Officer	−49,477	$23.01
Jun 29, 2026	Da-Wai Hu	officer: General Counsel & Secretary	−4,203	$19.49
May 4, 2026	Sumit Singh	director, officer: Chief Executive Officer	−87,526	$25.60
Apr 1, 2026	Da-Wai Hu	officer: General Counsel & Secretary	−8,149	$26.91
Mar 2, 2026	Christopher S. Deppe	officer: Chief Financial Officer	−3,043	$26.87