Chewy

Chewy is a pure play e-commerce business geared toward pet products for dogs, cats, fish, birds, small pets, horses, and reptiles. The company serves its customers through its retail website, www.chewy.com, and its mobile applications and focuses on delivering exceptional customer service, a large selection of high-quality pet food, treats and supplies, price, convenience (including Chewy's Autoship subscription program), fast shipping, and hassle-free returns.
  • TickerCHWY
  • ISINUS16679L1098
  • ExchangeNew York Stock Exchange
  • SectorGeneral Retailers
  • CountryUnited States
Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
Valens Research
  • Valens Research
CHWY CHEWY (Retail)

CHWY - Embedded Expectations Analysis - 2021 07 30

Chewy, Inc. (CHWY:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 69.9x Uniform P/B. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about their customer lifetime value, EBITDA targets, and out-of-stock headwinds. Specifically, management may have concerns about elevated out-of-stock headwinds and the remaining lifetime value trend for average customers, and they may be overstating the impact of earning their PCAB accreditation for their Compounding Pharmacy business. In addition, they may lack...

Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
 PRESS RELEASE
CHWY CHEWY (Retail)

Chewy Celebrates 10 Year Anniversary by Honoring Customers With the ‘U...

DANIA BEACH, Fla.--(BUSINESS WIRE)-- Chewy, Inc. (“Chewy”) (NYSE: CHWY), a trusted destination for pet parents and partners, today announced a customer and community-focused celebration to commemorate the company’s 10 Year Anniversary. To mark this occasion, Chewy unveiled the “Ultimate Pet Portrait,” two large-scale murals in its hometown markets of Boston and South Florida. Depicting the pets of over 100 customers who have been with the brand since it was founded in 2011, the Ultimate Pet Portrait is a public tribute to all the loyal pet parents and the thousands of Chewy team members who a...

Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
Valens Research
  • Valens Research
CHWY CHEWY (Retail)

CHWY - Embedded Expectations Analysis - 2021 07 30

Chewy, Inc. (CHWY:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 69.9x Uniform P/B. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about their customer lifetime value, EBITDA targets, and out-of-stock headwinds. Specifically, management may have concerns about elevated out-of-stock headwinds and the remaining lifetime value trend for average customers, and they may be overstating the impact of earning their PCAB accreditation for their Compounding Pharmacy business. In addition, they may lack...

Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
 PRESS RELEASE
CHWY CHEWY (Retail)

Chewy Celebrates 10 Year Anniversary by Honoring Customers With the ‘U...

DANIA BEACH, Fla.--(BUSINESS WIRE)-- Chewy, Inc. (“Chewy”) (NYSE: CHWY), a trusted destination for pet parents and partners, today announced a customer and community-focused celebration to commemorate the company’s 10 Year Anniversary. To mark this occasion, Chewy unveiled the “Ultimate Pet Portrait,” two large-scale murals in its hometown markets of Boston and South Florida. Depicting the pets of over 100 customers who have been with the brand since it was founded in 2011, the Ultimate Pet Portrait is a public tribute to all the loyal pet parents and the thousands of Chewy team members who a...

Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
Valens Research
  • Valens Research
CHWY CHEWY (Retail)

CHWY - Embedded Expectations Analysis - 2021 07 30

Chewy, Inc. (CHWY:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 69.9x Uniform P/B. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about their customer lifetime value, EBITDA targets, and out-of-stock headwinds. Specifically, management may have concerns about elevated out-of-stock headwinds and the remaining lifetime value trend for average customers, and they may be overstating the impact of earning their PCAB accreditation for their Compounding Pharmacy business. In addition, they may lack...

Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
 PRESS RELEASE
CHWY CHEWY (Retail)

Chewy Celebrates 10 Year Anniversary by Honoring Customers With the ‘U...

DANIA BEACH, Fla.--(BUSINESS WIRE)-- Chewy, Inc. (“Chewy”) (NYSE: CHWY), a trusted destination for pet parents and partners, today announced a customer and community-focused celebration to commemorate the company’s 10 Year Anniversary. To mark this occasion, Chewy unveiled the “Ultimate Pet Portrait,” two large-scale murals in its hometown markets of Boston and South Florida. Depicting the pets of over 100 customers who have been with the brand since it was founded in 2011, the Ultimate Pet Portrait is a public tribute to all the loyal pet parents and the thousands of Chewy team members who a...

Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
Valens Research
  • Valens Research
CHWY CHEWY (Retail)

CHWY - Embedded Expectations Analysis - 2021 07 30

Chewy, Inc. (CHWY:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 69.9x Uniform P/B. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about their customer lifetime value, EBITDA targets, and out-of-stock headwinds. Specifically, management may have concerns about elevated out-of-stock headwinds and the remaining lifetime value trend for average customers, and they may be overstating the impact of earning their PCAB accreditation for their Compounding Pharmacy business. In addition, they may lack...

Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
 PRESS RELEASE
CHWY CHEWY (Retail)

Chewy Celebrates 10 Year Anniversary by Honoring Customers With the ‘U...

DANIA BEACH, Fla.--(BUSINESS WIRE)-- Chewy, Inc. (“Chewy”) (NYSE: CHWY), a trusted destination for pet parents and partners, today announced a customer and community-focused celebration to commemorate the company’s 10 Year Anniversary. To mark this occasion, Chewy unveiled the “Ultimate Pet Portrait,” two large-scale murals in its hometown markets of Boston and South Florida. Depicting the pets of over 100 customers who have been with the brand since it was founded in 2011, the Ultimate Pet Portrait is a public tribute to all the loyal pet parents and the thousands of Chewy team members who a...

Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
Valens Research
  • Valens Research
CHWY CHEWY (Retail)

CHWY - Embedded Expectations Analysis - 2021 07 30

Chewy, Inc. (CHWY:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 69.9x Uniform P/B. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about their customer lifetime value, EBITDA targets, and out-of-stock headwinds. Specifically, management may have concerns about elevated out-of-stock headwinds and the remaining lifetime value trend for average customers, and they may be overstating the impact of earning their PCAB accreditation for their Compounding Pharmacy business. In addition, they may lack...

Seth Basham ... (+2)
  • Seth Basham
  • Nathan Friedman
 PRESS RELEASE
CHWY CHEWY (Retail)

Chewy Celebrates 10 Year Anniversary by Honoring Customers With the ‘U...

DANIA BEACH, Fla.--(BUSINESS WIRE)-- Chewy, Inc. (“Chewy”) (NYSE: CHWY), a trusted destination for pet parents and partners, today announced a customer and community-focused celebration to commemorate the company’s 10 Year Anniversary. To mark this occasion, Chewy unveiled the “Ultimate Pet Portrait,” two large-scale murals in its hometown markets of Boston and South Florida. Depicting the pets of over 100 customers who have been with the brand since it was founded in 2011, the Ultimate Pet Portrait is a public tribute to all the loyal pet parents and the thousands of Chewy team members who a...

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