Chewy, Inc. (CHWY) AI Stock Analysis

Chewy, Inc. operates as a pure-play e-commerce retailer in the United States, specializing in pet products and services. Through chewy.com and its mobile applications, the company offers pet food, treats, supplies, medications, and health products for dogs, cats, fish, birds, small pets, horses, and reptiles. Chewy's catalog features approximately 100,000 products sourced from over 3,000 partner brands. Founded in 2010 and headquartered in Dania Beach, Florida, the company also provides subscription services for recurring product deliveries and partners with animal shelters and rescue organizations to support pet adoption and welfare initiatives.

Chewy expanded its annual revenue from $8.97B in FY2022 to $12.60B in FY2026, achieving a 5-year revenue CAGR of 12.0%. However, annual revenue growth decelerated from 25.5% in FY2022 to 6.2% in FY2026. Gross margin rose consistently across the period, widening from 26.6% in FY2022 to 29.8% in FY2026. Net income improved from -$75.2M in FY2022 to $222.8M in FY2026, with diluted EPS reaching $1.27. Operating margin stood at 2.0% in FY2026. For the latest quarter ended July 31, 2026, quarterly revenue grew 7.3% year-over-year, while quarterly earnings grew 41.5% year-over-year.

As of July 31, 2026, Chewy held $612.2M in cash and short-term investments against total debt of $1.16B, resulting in net debt of $549.0M. Total assets stood at $3.74B, and shareholders' equity was $370.5M, yielding a debt-to-equity ratio of 3.13 and a current ratio of 0.84. In FY2026, the company generated $691.6M in operating cash flow and $562.4M in free cash flow. Capital expenditures totaled $129.2M, and the company directed $262.5M toward share buybacks.

Chewy trades at a trailing P/E of 32.3x and an EV/EBITDA of 15.6x, both above the median of its US-listed Consumer Cyclical peers at 18.0x and 11.1x, respectively. In contrast, its forward P/E of 12.8x sits below the peer median of 14.1x, and its price-to-sales ratio of 0.6x is beneath the peer median of 0.7x. The company carries an enterprise value of $7.96B and a market cap of $8.43B. Over the past year, the stock fell 45.0%, trailing the S&P 500 return of 16.8%, while its 5-year return of -67.0% lagged the index's 83.0% gain.

Wall Street analysts hold 11 Strong Buy, 7 Buy, and 7 Hold ratings on Chewy, with 0 Sell or Strong Sell ratings. The mean price target is $28.64, representing a 36.6% premium over the last close of $20.97. For the fiscal year ending January 31, 2027, consensus estimates project EPS of $1.54, up 21.4%, on revenue of $13.52B. For the following fiscal year, 18 analysts forecast EPS of $1.87 and revenue of $14.44B. Chewy has beaten EPS estimates in 2 of the last 4 quarters, and its next earnings date is December 9, 2026.

This page is an AI-written research summary of Chewy, Inc. (CHWY). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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