Added to YB: 2026-07-08
Pitch date: 2026-07-06
CHWY [bullish]
Chewy, Inc.
-4.69%
current return
Author Info
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Company Info
Chewy, Inc., together with its subsidiaries, engages in the e-commerce business in the United States.
Market Cap
$8.5B
Pitch Price
$21.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.72
P/E
34.82
EV/Sales
0.66
Sector
Specialty Retail
Category
value
Show full summary:
Q3 2026: 7 Themes For A Post-Meltup Quarter - Chewy, Inc.
CHWY: ~13x fwd earnings, near all-time low, on a subscription biz (~80% recurring Autoship) still growing top line—a 'left-for-dead' multiple. $500M Modern Animal deal expands Chewy Vet Care from 18 to 47 clinics, pushing into higher-margin, stickier pet health/telehealth. Recurring rev + expanding TAM + trough multiple.
Read full article (1 min)