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CHCHWY

Chewy, Inc.

$CHWY·$9.7B·Specialty Retail·Consumer Cyclical
$23.26+2.0%YTD-26.9%1Y-43.9%
Mentions · last 7 days
2026-08-20: 8 posts2026-08-21: 18 posts2026-08-22: 3 posts2026-08-23: 4 posts85-6%
Price updated 2d ago·X counts updated 7d ago
CHCHWY
$CHWYChewy, Inc.
$23.26+2.02%85 posts-6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CHWY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-30

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Chewy down 44% TTM setting up a 200-DMA test near $26 — pet retail cheap on FCF yield, Ryan Cohen's legacy on watchlists.

Chewy is the largest US pet e-commerce retailer — subscription-heavy pet-food and supplies plus a growing veterinary services offering. It's been left behind in the consumer-discretionary washout and is now setting up a bounce.

How the setup reads:

  • Growth is soft but not zero: Q4 (Feb-end) revenue grew 0.5% year-on-year to $3.26B, Q3 was +8.3% — the deceleration is real, and the tape has punished it.
  • Valuation is fair for the profile: 38x trailing earnings, 20x EV/EBITDA, 0.68x sales with 16% ROIC and 51% ROE — the price-to-sales ratio is genuinely cheap for a category leader.
  • Position is coiling: 22nd percentile 52w, 7% above the 50-day but 11% below the 200-day on 72% baseline volume — mid-range consolidation, waiting for the print.
  • The 200-DMA at ~$26 is the specific technical target; unusual call options activity flagged with a June 19 Jan $15C trade running massively.
  • Insider signal is mildly negative: CEO Singh sold $1.14M plus F-InKind, other officers routine — real distribution but small at these percentiles.
  • Ryan Cohen's CHWY legacy is referenced as the reason for GME confidence in a related story — activist optionality is still on watchlists.

The September 9 print is what breaks the coil — same-store-sales comp turning positive plus vet-care segment growth commentary lifts shares toward $26 200-DMA; another flat-comp quarter with continued discretionary weakness triggers a pullback back to $20 support.

Agrees with X sentimentAgree — the bull anchors (breakout candidate targeting 200-DMA at ~$26, unusual call options activity, Jan $15C trade running massively, Ryan Cohen legacy angle) map to real signals; the honest add is Singh's $1.14M distribution plus F-InKind is the counterweight the sample skips.

What to watch: September 9 earnings — same-store-sales comp turning positive plus vet-care segment growth commentary lifts shares toward $26 200-DMA; another flat-comp quarter with continued discretionary weakness triggers a pullback back to $20 support.

On the calendar: 2026-09-09 — Q2 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-29

Chewy chatter is bullish. Contributors flag CHWY as a breakout candidate this week targeting the 200-DMA at ~$26, unusual call options activity flagged, and a June 19 Jan $15C trade running massively. Ryan Cohen's CHWY legacy is referenced as basis for GME confidence in a related story. Loud voices constructive on the setup.

Read the AI verdict + X sentiment for $CHWY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Online pet food, supplies, and pharmacy retailer with a high-retention auto-ship subscription model.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $CHWY.

Specialty Retail · Consumer Cyclical

No material change from last week — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..

What this means for $CHWY

Neutral — Online pet food, supplies, and pharmacy retailer with a high-retention auto-ship subscription model; limited read-through from specialty retail macro dynamics to this specific revenue mix.

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+1.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
38.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
51.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
29.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 10, 2026$0.43$0.24+77.4%
Q4 2025Mar 25, 2026$0.09$0.09-2.5%
Q3 2025Dec 10, 2025$0.14$0.12+12.2%
Q2 2025Sep 10, 2025$0.15$0.14+5.1%
Next earningsWed, Sep 9·consensus EPS $0.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$3.3B+0.5%29.4%1.3%$0.09$232.0M
Q3 FY25$3.1B+8.3%29.8%2.1%$0.14$175.8M
Q2 FY25$3.1B+8.6%30.4%2.2%$0.15$105.9M
Q1 FY25$3.1B+8.3%29.6%2.5%$0.15$48.7M

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$13.5B$13.4B – $13.6B$0.79$0.75 – $0.8219
FY28$14.4B$14.2B – $14.6B$1.09$1.01 – $1.1619
FY29$15.4B$15.0B – $15.8B$1.25$1.04 – $1.3911
FY30$16.5B$16.3B – $16.7B$1.43$1.41 – $1.459
FY31$17.6B$17.4B – $17.8B$1.60$1.58 – $1.629

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.22%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 406.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.425-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 3Sumit SinghCEO49.5K sh$1.1MSellJun 29Da-wai HuGeneral Counsel & Secretary4.2K sh$82KSellMay 4Sumit SinghCEO87.5K sh$2.2MSellApr 1Da-wai HuGeneral Counsel & Secretary8.1K sh$219K
+ 27 other (14 awards · 13 inkinds) in window

See when $CHWY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJul 138-K — Item 5.07: Shareholder vote
AI summary

Chewy, Inc. held its 2026 Annual Meeting on July 9, 2026, electing five Class I directors (Svider, Castelli, Goldhaber, Nelson, Nesbitt) for three-year terms through 2029, ratifying Deloitte & Touche LLP as independent auditor for fiscal year ending January 31, 2027, approving named executive officer compensation on an advisory basis, and voting to hold Say-on-Pay votes annually. All nominees were elected; Raymond Svider had the highest withheld vote rate (~7%). Routine annual meeting; no material business changes, director elections and auditor ratification proceeded as expected.

8-KMaterial agreementJun 248-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Chewy entered a new 7-year, $600M senior secured term loan on June 23, 2026 (JPMorgan as agent), bearing interest at SOFR + 1.75% or base rate + 0.75%, amortizing at 1% annually with a balloon at maturity. The company also amended its existing ABL credit facility (Amendment No. 4). Obligations are guaranteed by domestic subsidiaries and secured by substantially all company assets. Material — a significant new debt load for the pet e-commerce company; the 7-year term and secured structure mark a major financing event for general corporate and working capital purposes.

8-KPress release / Reg FDApr 288-K — Item 7.01: Press release / Reg FD
AI summary

CHWY (CHWY) disclosed a dividend declaration or distribution announcement under 8-K Item 7.01. The dividend is $0.01 per share. Dividend announcements are material events that directly impact shareholder returns and signal management's view of the company's financial health and cash flow sustainability. Investors monitor dividend continuity and growth as indicators of long-term financial strength.

3New insider — initial holdingsMar 33
3New insider — initial holdingsMar 33
+ 14 other (6 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is Chewy (CHWY) a Buy as Wall Street Analysts Look Optimistic?zacks.com·2d ago2 Beaten-Down Consumer Stocks That Could Double in Five Yearsfool.com·3d agoPet Retail, Jewelry and Footwear: Analysts Weigh in on 3 Consumer Comeback Stories247wallst.com·3d agoChewy (CHWY) Increases Despite Market Slip: Here's What You Need to Knowzacks.com·6d agoChewy Is Down 80% From Its All-Time High. Is This a No-Brainer Buy for Growth Stock Investors?fool.com·6d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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