Posts on CHWY

Latest ideas and analyses related to Chewy Inc. Class A Common Stock

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CHWY

+11 pts



$CHWY Lady & The Tramp

By realmomobags on Sept. 1, 2022, 1:51 a.m.
Tagged topics: earnings results , eCommerce

Views: 9, Votes: 2, Responses: 0, Attachments: 1
CHWY

+14 pts



Strong F2Q Execution on Margins Though Softer Discretionary Spend Comes for Fluffy's Treats

By P on Aug. 31, 2022, 6:54 a.m.
Tagged topics: Internet

Views: 23, Votes: 5, Responses: 0, Attachments: 1
CHWY

+32 pts



2Q22 Preview: Expect Focus on Customer Growth and Gross Margins

By Thomasidea on Aug. 29, 2022, 10:29 a.m.
Tagged topics: Internet

Views: 12, Votes: 3, Responses: 0, Attachments: 1
ZTS , ELAN , IDXX , HSKA , PETS , CHWY

+34 pts



Animal Tracks: 2Q Survey Says Sustained Healthy Vet Demand; Highlighting ZTS Innovation Drivers

By mooreideas on July 14, 2022, 10:39 a.m.
Tagged topics: analyst checks

Views: 23, Votes: 2, Responses: 0, Attachments: 1
CHWY

+34 pts



$CHWY Playing the Defensive Playbook, Upgrade CHWY to Buy

By phenphen on June 27, 2022, 1:56 p.m.
Tagged topics: analyst upgrade

Views: 18, Votes: 3, Responses: 0, Attachments: 1
FTCH , CHWY , ETSY , W , SFIX , RVLV , TGT , MTCH , POSH , TDUP , REAL

+32 pts



Still too early to step in most ecommerce stocks despite less demanding valuations

By bbern3 on June 10, 2022, 12:25 p.m.
Tagged topics: eCommerce

Views: 106, Votes: 2, Responses: 0, Attachments: 1
CHWY

+32 pts



$CHWY 1Q22 Preview: Expect Focus on Sub Growth and Cost Pressures

By josiebe on May 27, 2022, 10:23 a.m.
Tagged topics: earnings preview

Views: 12, Votes: 3, Responses: 0, Attachments: 1
CHWY

+52 pts



1Q22 Preview: Expect Focus on Sub Growth and Cost Pressures

By toastcrunch.info on May 26, 2022, 10:16 p.m.
Tagged topics: Internet

Views: 17, Votes: 3, Responses: 0, Attachments: 1
BKNG , ETSY , EBAY , W , SHOP , AMZN , CHWY , UBER , LYFT , SPOT , WMG , MTCH , BMBL

+35 pts



Need greater visibility to recession risk for online travel and e-commerce stocks to work

By cassie on May 9, 2022, 10:07 a.m.
Tagged topics: investor sentiments

Views: 162, Votes: 3, Responses: 0, Attachments: 1
CHWY

+34 pts



$CHWY guide for flat GM appears optimistic as $AMZN launches Pet Day and promotions in the pet space pick up

By puckerman17 on May 3, 2022, 2:14 p.m.
Tagged topics: analyst lowers estimates

Views: 138, Votes: 3, Responses: 0, Attachments: 1
ETSY , REAL , OSTK , TDUP , CHWY , POSH , W , WOOF , RVLV

+33 pts



1Q22 Earnings Preview; Compares Ease Starting 2Q22

By junkfoodlover on April 25, 2022, 2:43 p.m.
Tagged topics: earnings preview

Views: 25, Votes: 1, Responses: 0, Attachments: 1
GOOGL , FB , TWTR , SNAP , AMZN , EBAY , ETSY , CHWY , UBER , LYFT , ABNB , BKNG , EXPE , MTCH , BMBL , SPOT , WMG , RBLX

+48 pts



US Internet Marketing Deck

By phenphen on April 11, 2022, 11:29 a.m.
Tagged topics: deep dive

Views: 70, Votes: 4, Responses: 1, Attachments: 1
W , CHWY , AMZN , RVLV , REAL , EBAY , POSH , JMIA , DIBS

+35 pts



1Q22 eCommerce Data Points; Expect Mixed 1Q; Continued Strength in Apparel eCommerce

By labjordan on April 8, 2022, 12:38 p.m.
Tagged topics: analyst checks , eCommerce

Views: 33, Votes: 2, Responses: 0, Attachments: 1
WOOF , CHWY , WMT , AMZN

+33 pts



$WOOF - What's WOOF's Secret Sauce?

By labjordan on April 8, 2022, 12:36 p.m.
Tagged topics: analyst checks

Views: 30, Votes: 2, Responses: 0, Attachments: 1
UBER , LYFT , DASH , ABNB , AMZN , EBAY , CHWY , W , POSH , JMIA , PTON , DUOL , NFLX , SPOT , FB , TWTR , SNAP , PINS

+42 pts



1Q22 Internet App Data Analysis

By puckerman17 on April 6, 2022, 3:36 p.m.
Tagged topics: analyst checks

Views: 39, Votes: 4, Responses: 0, Attachments: 1
CHWY

+32 pts



$CHWY - The Headwinds Are Continuing

By bbern3 on March 30, 2022, 1:04 p.m.
Tagged topics: earnings results

Views: 30, Votes: 1, Responses: 0, Attachments: 1
CHWY

+37 pts



$CHWY Earnings - Limited visibility, poor guidance. Model increasingly questioned by investors.

By realmomobags on March 30, 2022, 4:19 a.m.
Tagged topics: retail , eCommerce

Views: 42, Votes: 4, Responses: 0, Attachments: 1
CHWY

+32 pts



$CHWY - Thoughts Ahead of 4Q21 Results; Expect Focus on Sub Growth and Inflation Pressures

By labjordan on March 25, 2022, 1:40 p.m.
Tagged topics: earnings preview

Views: 22, Votes: 2, Responses: 0, Attachments: 1
GOOGL , AMZN , FB , NFLX , SNAP , PINS , TWTR , UBER , DASH , LYFT , SPOT , PTON , ABNB , BKNG , EXPE , TRIP , TRVG , EBAY , CHWY , GDRX , FTCH , FVRR , CHGG , ZIP , WISH , CRTO , CDLX , NRDY , GRPN , MTCH , BMBL , ROKU , VZIO , IAC , ANGI , ZD , VMEO , FTDR , YELP , SFIX , MAX , EVER , OPAD , EB

+68 pts



Analysts' Internet Top Picks for 2022 include a mix of GARP ($AMZN $FB $TWTR), secular subscription winners ($NFLX $SPOT) and reopening names ($UBER $BMBL $MTCH)

By phenphen on Dec. 15, 2021, 11:39 a.m.
Tagged topics: 2022 outlook

Views: 175, Votes: 9, Responses: 1, Attachments: 1
CHWY

+33 pts



$CHWY - First Net Adds, Now Margins; Lowering Est. and Staying Sidelined

By phenphen on Dec. 10, 2021, 4:28 p.m.
Tagged topics: Expensive valuation

Views: 48, Votes: 2, Responses: 0, Attachments: 1