Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Advertising and marketing

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Chewy

Chewy, Inc. operates as a pure-play pet e-tailer in the United States. It supplies pet medications, food, treats and other pet-health products and services for dogs, cats, fish, birds, small pets, horses, and reptiles. The company was founded by Ryan Cohen and Michael Day in September 2011 and is headquartered in Dania Beach, FL.

Earnings data Q4 2020

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Chewy reports strong Q1 earnings, raises full-year outlook

Chewy's Q1 performance reflects strong net sales growth and margin expansion, driven by Autoship sales and improved gross margin. The company is optimistic about its expansion into Canada and the potential of Lemonade in Chewy Health. However, challenges related to freight costs and potential macro issues may impact future performance.

Chewy reports $2.78B in Q2 net sales, eyes Canadian expansion

Chewy's Q2 2023 earnings call highlighted strong net sales growth, successful initiatives in the Chewy Health platform, and upcoming expansion into the Canadian market. The company is prepared to navigate potential challenges in changing consumer behavior and promotional activity while focusing on driving customer engagement and strategic expansion.

Chewy reports strong Q3 performance, eyes growth in Canada

Chewy's Q3 performance reflects solid growth, particularly in pharmacy sales and customer acquisition during key shopping events. While facing challenges in customer management and strategic planning, the company's expansion into Canada and focus on enhancing customer value present promising opportunities for future growth.

Chewy reports robust Q4 earnings, eyes international expansion for growth

Chewy delivered strong Q4 performance with increased net sales and gross margin expansion, positioning for continued growth in 2023 through supply chain initiatives and margin improvement strategies.
While facing challenges in discretionary categories and market competitiveness, Chewy's focus on international expansion and gross margin expansion presents significant growth opportunities.
The company's emphasis on operational efficiency, customer growth, and margin enhancement underscores its commitment to sustainable growth and profitability in the evolving retail landscape.

Chewy excels in Q1 with strong sales growth and strategic expansions

Chewy's Q1 results showcase strong sales growth, margin efficiency, and strategic expansions. The company remains optimistic about revenue potential, consumer engagement, and operational enhancements.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Chewy, Inc. operates as an online retailer of pet food and other pet-related products and services. It supplies pet medications, food, treats and other pet-health products and services for dogs, cats, fish, birds, small pets, horses, and reptiles. It has a portfolio of pet healthcare offerings that includes Chewy Pharmacy, Connect with a Vet, and CarePlus, an exclusive suite of pet-first insurance and wellness plans. The company was founded by Ryan Cohen and Michael Day in September 2011 and is headquartered in Plantation, FL.

Chewy, Inc. has many positive considerations that support its current valuation. At its core, the bull case comes from the recurring nature of its business model. What's more, despite being several years on from the ''stay-at-home'' period, Chewy's revenue growth rates remain solid.

Chewy: Barking Mad Price

Zoetis

During the pandemic lockdowns, adopting pets became popular, resulting in a whopping 5 million more pets being added to households in the U.S. Morgan Stanley predicts that the overall spending in the pet industry will grow at a compounded annual growth rate of 8% and will be worth $277 billion by 2030, reaching $1,320 per pet per household in 2025 and $1,897 by 2030. Thus, let's take a look at two industry-leading stocks poised to benefit from this trend.

2 Pet Stocks Poised to Benefit From Industry Growth

PLANTATION, Fla.--(BUSINESS WIRE)--Chewy, Inc. (“Chewy”) (NYSE: CHWY), a trusted destination for pet parents and partners everywhere, is launching a new campaign that playfully demonstrates how pets are more than pets; they are family members, confidants, best friends, lifelong companions and so much more. For pet lovers and Chewy customers, it comes as no surprise the bond between a pet and their parent is a breed of its own.

Chewy's New Campaign Puts Pets in Their Proper Place – At the Very Top

JMP analyst Nicholas Jones initiated coverage of the company, classing its shares Market Outperform.

Chewy's 'Dominant Position' With Animal Lovers Lands a Buy Rating. The Stock Rises.

Innovative Industrial Properties

Cannabis and pet care are two high-octane industries on track to witness considerable growth over the next decade and beyond. Innovative Industrial Properties isn't slowing down, even as its industry continues to face challenges.

2 Magnificent Growth Stocks to Add to Your Buy List Right Now

Chewy is in a recession-resistant industry. The company has demonstrated pricing power in recent months.

Why Chewy Stock Is Still a Buy

DexCom

Not all growth-oriented businesses are created equal, and some are continuing to thrive even now. DexCom is reaching more and more users than ever, but its addressable, untapped market opportunity is still massive.

2 Explosive Growth Stocks to Buy in April

Netflix

Netflix is showing signs of a rebound and aims to double its free cash flow this year. Chewy boosted its margins even during the tough selling environment of 2022.

2 Growth Stocks to Buy in April

Carvana

Upstart Holdings

When stock markets ended the first quarter of this year with strong gains, speculators bought the most short-sold stocks. They bet that despite the deteriorating business conditions, the stock would overcome unfavorable valuations.

The 3 Most Short-Sold Stocks to Avoid at All Costs

Petco Health and Wellness

The pandemic surged pet ownership. As people stayed home, they embellished in hobbies and embraced adding a fur baby to the family.

Can These 2 Pet Stocks Escape the Doghouse?

Chewy set profitability and sales records in 2022. The company's customer base shrank this past year.

Why Chewy Stock Was Up This Week

Teladoc

Healthcare and pet spending tend to remain resilient in a wide range of economic cycles. Teladoc still has tremendous unaddressed market opportunity to explore.

Have $3,000? 2 Stocks to Buy in a Bear Market

The e-commerce pet retailer is making progress toward profitability.

Should Investors Buy the Dip in Chewy Stock?

Chewy is growing and turning a profit thanks to years of prudent investment. But active customers are dropping and meaningful improvement doesn't appear to be on tap in 2023.

Why Chewy Stock Had a Bad Week

Chewy not only announced its first ever profit but also suggested it could leave American shores for international growth at its earnings update Wednesday.

Chewy Looks Beyond U.S. As Pet Retailers Bolster Healthcare Offer

Chewy and Petco have bet big on pet health care, which could be the key to long-term success.

Chewy and Petco earnings make it clear: Pet health care is their future

Chewy is the most popular pure pet online retailer in the U.S., with ~41% market share. The company also operates the largest pet pharmacy in the U.S. The company reported strong financial results for Q4,22 as it beat both revenue and earnings growth estimates.

Chewy: Barking Up The Right Tree With A Double Earnings Beat

BARK

PetMed Express

Rover Group

Petco hit a new low on Wednesday following mixed quarterly results with weak guidance. Chewy was downgraded on Thursday after also warning of margin pressures in the coming year.

Why Are Pet Stocks Going to the Dogs Again?

Coinbase

Markets moved higher to start Thursday. Coinbase stock fell after the SEC gave notice of potential enforcement action.

Why These 2 Stocks Got Hit Out of the Gate Thursday

Chewy's modest dip in active users and international expansion plans aren't sitting well with shareholders today. Despite these minor hiccups, Chewy's core value proposition should pay off in a big way for patient investors.

Is Chewy Stock a Contrarian Buy?

Chewy, Inc (NASDAQ: CHWY) shares are moving lower following a solid report and mixed guidance. The takeaway from the results and outlook contradicts this move and has the stock set up for a buy later in the year.

Chewy Stock Is Setting Up For Long-Term Profitable Growth

Chewy, Inc. (NYSE:CHWY ) Q4 2022 Results Conference Call March 22, 2023 5:00 PM ET Company Participants Bob LaFleur - Vice President, Investor Relations Sumit Singh - Chief Executive Officer Mario Marte - Chief Financial Officer Conference Call Participants Nat Schindler - Bank of America Anna Andreeva - Needham Jian Li - Evercore ISI Doug Anmuth - JPMorgan Corey Grady - Jefferies Seth Basham - Wedbush Brian Fitzgerald - Wells Fargo Lauren Schenk - Morgan Stanley Operator Good afternoon. Thank you for attending today's Chewy Fourth Quarter Fiscal Year '22 Earnings Call.

Chewy, Inc. (CHWY) Q4 2022 Earnings Call Transcript

Chewy (CHWY) delivered earnings and revenue surprises of 233.33% and 2.40%, respectively, for the quarter ended January 2023. Do the numbers hold clues to what lies ahead for the stock?

Chewy (CHWY) Beats Q4 Earnings and Revenue Estimates

Chewy Inc. shares declined in late trading Tuesday, after executives reported a surprise holiday profit but a shrinking active-customer count and guidance calling for flat to lesser profit in the year ahead.

Chewy stock dips as earnings show shrinking customer count, forecast for no profit growth

PLANTATION, Fla.--(BUSINESS WIRE)--Chewy, Inc. (NYSE: CHWY) (“Chewy”), a trusted destination for pet parents and partners everywhere, has released its financial results for the fiscal fourth quarter and full year 2022 ended January 29, 2023, and posted a letter to its shareholders on its investor relations website at https://investor.chewy.com. Fiscal Q4 2022 Highlights: Net sales of $2.71 billion improved 13.4 percent year over year Gross margin of 28.

News for Chewy Stock (CHWY)