Chewy appears to be transitioning from a high-growth, cash-burning model to a mature, cash-generating platform, with operating income scaling from a loss of $9.7M in 2024Q4 to nearly $100M in 2026Q2.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has moderated to a stable 7.3% YoY pace, but a structural gross margin ceiling near 30% and an operating margin of just 3.0% in 2026Q2 suggest profitability remains highly sensitive to fulfillment and input cost pressures.
Chewy offers the BEST customer service and has a trusted reputation among pet parents, fostering strong customer loyalty.
With 3000+ brands of pet food and supplies, Chewy provides a comprehensive one-stop-shop for all pet needs.
Chewy's Autoship program offers significant discounts (up to 50% off), encouraging recurring revenue and customer retention.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 9, 2026 | $0.20+12.4% vs $0.18 | $3.3B+0.4% vs $3.3B |
Q3 2026 Jun 10, 2026 | $0.43+77.4% vs $0.24 | $3.4B+0.2% vs $3.4B |
Q2 2026 Mar 25, 2026 | $0.09-2.5% vs $0.09 | $3.3B-0.0% vs $3.3B |
Q4 2025 Dec 10, 2025 | $0.14+12.2% vs $0.12 | $3.1B+0.6% vs $3.1B |
Booking maintains a dominant position in the global travel market with high net margins and a robust cash flow profile. Chewy leverages high customer loyalty and expanding veterinary health services to deepen its share of the pet care industry.
Airbnb maintains a massive marketplace of over 9 million active listings across 220 countries and regions. Chewy continues to grow its high-margin pharmacy business and Autoship subscription program for pet parents.
Chewy (CHWY) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Chewy (CHWY) concluded the recent trading session at $21.3, signifying a -1.09% move from its prior day's close.
Benchmark CHWY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Chewy, Inc. (CHWY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $22.56 | $9.34B | 33.80 | 6.24% | 2.09% | 62.13% | — | |
| $2.96 | $845.27M | 28.41 | -2.53% | 0.51% | 2.58% | — | |
| $9.33 | $84.28M | -3.41 | -18.45% | -6.95% | -32.36% | — | |
| $1.22 | $26.07M | -0.90 | -21.13% | -17.34% | -91.67% | 0.08% | |
| $64.39 | $3.16B | 26.80 | 13.01% | 10.9% | 10.65% | — | |
| $259.30 | $2.79T | 21.03 | 12.38% | 16.9% | 26.71% | — |
Chewy, Inc. (CHWY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Chewy, Inc. (CHWY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 9, 2026·SEC
Jun 10, 2026·SEC
Apr 28, 2026·SEC
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Chewy, Inc. (CHWY) stock FAQ — growth, dividends, profitability & financials explained
Chewy, Inc. (CHWY) reported $13.07B in revenue over the trailing twelve months. Revenue was $12.60B in fiscal year 2025. That is 1299% more than the $900.6M of fiscal year 2016.
Chewy, Inc. (CHWY) grew revenue by 5.9% over the trailing twelve months, compared with the twelve months before.
Yes. Chewy, Inc. (CHWY) earned $273.7M in net income over the trailing twelve months (a 2.1% net margin).
Chewy, Inc. (CHWY) had a return on equity (ROE) of 62.1% over the trailing twelve months. That is well above the market's typical 10-15%.
Chewy, Inc. (CHWY) generated $568.1M in free cash flow over the trailing twelve months.
