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

CHEWY sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of CHEWY (US), a company active in the Specialty Retailers industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date June 18, 2021, the closing price was USD 78.50 and its potential was estimated at USD 99.42.

Nathan Friedman ...
  • Seth Basham

1Q21 Review: Solid Quarter, Next Leg of Growth Emerging

Valens Research

Valens Equity Insights and Inflections - 2021 06 01

Market expectations for ARMK are currently very pessimistic. The market is expecting UAFRS-based (Uniform) ROA to never recover to 20% historical average levels, sitting at weak 13% levels going forward, with Uniform asset growth ranging near historical lows. The market is expecting the food, facilities, and uniform outsourcing business to never recover from the pandemic, and to have operational issues too. Investors do not appear to recognize how the company could benefit from significant macro tailwinds in its market as the world is re-opening. More companies may be looking to outsource t...

Valens Research

CHWY - Embedded Expectations Analysis - 2021 05 25

Chewy, Inc. (CHWY:USA) currently trades at a significant premium relative to UAFRS-based (Uniform) assets, with a 56.0x Uniform P/B. At these levels, the market has bullish expectations for the firm, but management may be concerned about cost, new customers, and technology and automation investments Specifically, management may lack confidence in their ability to maintain net sales per active customer (NSPAC), adjusted EBITDA margin, and e-commerce growth. Moreover, they may be concerned about the potential of health care as a higher-margin vertical, as well as their long-term technology and ...

Nathan Friedman ...
  • Seth Basham

1Q21 Review: Solid Quarter, Next Leg of Growth Emerging

Valens Research

Valens Equity Insights and Inflections - 2021 06 01

Market expectations for ARMK are currently very pessimistic. The market is expecting UAFRS-based (Uniform) ROA to never recover to 20% historical average levels, sitting at weak 13% levels going forward, with Uniform asset growth ranging near historical lows. The market is expecting the food, facilities, and uniform outsourcing business to never recover from the pandemic, and to have operational issues too. Investors do not appear to recognize how the company could benefit from significant macro tailwinds in its market as the world is re-opening. More companies may be looking to outsource t...

Valens Research

CHWY - Embedded Expectations Analysis - 2021 05 25

Chewy, Inc. (CHWY:USA) currently trades at a significant premium relative to UAFRS-based (Uniform) assets, with a 56.0x Uniform P/B. At these levels, the market has bullish expectations for the firm, but management may be concerned about cost, new customers, and technology and automation investments Specifically, management may lack confidence in their ability to maintain net sales per active customer (NSPAC), adjusted EBITDA margin, and e-commerce growth. Moreover, they may be concerned about the potential of health care as a higher-margin vertical, as well as their long-term technology and ...

CHEWY sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of CHEWY (US), a company active in the Specialty Retailers industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date June 18, 2021, the closing price was USD 78.50 and its potential was estimated at USD 99.42.

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