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CHCHWY

Chewy, Inc.

$CHWY·$7.8B·Specialty Retail·Consumer Cyclical
$21.31+2.3%YTD-35.3%1Y-43.9%
Price updated 10h ago·X counts updated 4d ago
CHCHWY
$CHWYChewy, Inc.
$21.31+2.30%166 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CHWY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

166X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CHWY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 75% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data14 posts analyzed · as of 2026-09-16

Chewy's tape is split despite a full beat and raised full-year outlook. Bulls stack revenue at $3.33B up 7.3%, adj EBITDA margin 6.8% ahead of guide, EPS +42.9% YoY, and 21.7M active customers as validation of the durable recurring base. Bears note free cash flow fell 15.5%, the stock had its worst trading day of the year at -11%, and $748K in net put buying hit right after the print — enough that the market clearly heard something the release didn't say.

Read what X is saying about $CHWY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CHWY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-03

Falling on heavy selling — points lower unless it turns around.

Chewy's recurring pet-food business is intact but the stock keeps breaking down — vet-care growing triple-digits is the real optionality.

Chewy is the dominant US pure-play online pet retailer — recurring auto-ship pet food, OTC meds, and now vet-care clinics. The business is still growing but the stock is at 3.5% of its 52-week range after a Q2 reaction that drained enthusiasm.

  • Growth is slow: Q2 fiscal 2026 at $3.1B was +0.5% YoY after +8-9% in the three prior quarters — the recurring base is intact but the growth-rate deceleration is what the market is punishing.
  • EPS beats are solid: 12%, 77%, -2.5%, 12% — a mix of operating-leverage upside with the Q2 miss on free-cash-flow (down -15.5%) as the specific concern that drove the -11% session.
  • The vet-care story is the real optionality: Chewy's Vet Care clinics posted triple-digit growth as new sites open — this is the long-term margin lever if execution continues, but it's still too small to move the overall P&L.

A Dec 9 Q3 fiscal 2027 print with vet-care growth above 100% plus free-cash-flow returning to growth restarts the thesis; another FCF-decline print and the stock drifts into the mid-$16s.

Agrees with X sentimentX is honestly mixed — bulls on 21.7M active customers, EPS +42.9% YoY, revenue beat; bears on FCF -15.5%, the -11% session, and $748K in net put buying after the print. Both reads check out: the recurring business is intact and the growth story is wavering, exactly the setup for a cooling-to-breaking-down trajectory.

What to watch: Dec 9 Q3 fiscal 2027 earnings — Vet Care clinic revenue growth, Autoship-mix of sales trending higher, free-cash-flow returning to positive growth, and 2027 revenue guide. A clean FCF print re-rates it off the lows; another FCF-decline quarter cements the breakdown.

On the calendar: 2026-12-09 — fiscal Q3 2027 earnings

float missing

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Consumer discretionary bifurcation deepens as XRT falls -7.

What this means for $CHWY

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

Top industry ETF

$XRTSPDR S&P Retail ETF
-4.3%YTD
+3.1%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
Q2 2026Sep 9, 2026$0.20$0.18+12.4%
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%
Next earningsWed, Dec 9·consensus EPS $0.38

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$13.5B – $13.6B$0.78$0.73 – $0.8319
FY28$14.4B$14.3B – $14.5B$1.07$0.96 – $1.1419
FY29$15.4B$15.1B – $15.8B$1.29$1.06 – $1.4612
FY30$16.4B$16.2B – $16.5B$1.47$1.45 – $1.497
FY31$17.3B$17.2B – $17.5B$1.68$1.66 – $1.7010

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.0.9×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.18%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.+0.1%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 · 394.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% 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.β1.385-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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$2.2M
+ 22 other (16 inkinds · 6 awards) 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
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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

S-3ASRAuto-shelf registrationSep 14S-3ASR
AI summary

Chewy Inc. (CHWY), a large accelerated filer, filed an automatic shelf registration (S-3ASR) covering future potential offerings of Class A common stock, preferred stock, depositary shares, warrants, and units, including selling stockholder resales. S-3ASR registrations become effective immediately upon filing for large accelerated filers. The filing does not represent an active offering but provides maximum flexibility for Chewy to access capital markets quickly when conditions are favorable. Shelf registrations are standard capital management tools for large public companies.

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.

+ 12 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Chewy (CHWY) Outpaces Stock Market Gains: What You Should Knowzacks.com·13h agoChewy vs. MercadoLibre: Which E-Commerce Stock Is a Better Buy in 2026?fool.com·20h agoChewy: Expansion Beyond E-Commerce Could Unlock Significant Valueseekingalpha.com·1d agoChewy: Autoship Is Holding Up While The Pet Market Slowsseekingalpha.com·3d agoChewy vs. Coupang: Which Consumer Stock Is a Better Buy in 2026?fool.com·4d 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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