Latest news with #ChewyInc
Forbes
3 days ago
- Business
- Forbes
Chewy Earnings To Deliver?
Chewy (NYSE:CHWY) is expected to release its earnings around June 11. Chewy offers food and supplies for a range of pets and is also involved in emerging pet industry sectors such as personalized products, pet insurance, and pet telehealth, with a market capitalization of $19 billion. Consensus forecasts indicate revenues near $3.08 billion for the quarter, reflecting an increase of approximately 7% compared to the previous year, while earnings are anticipated to be around $0.34 per share. This growth is likely fueled by an expanding customer base relative to last year, along with an increased adoption of Chewy's Autoship subscription service, which enables customers to arrange for regular deliveries of pet supplies. Over the past twelve months, revenue reached $12 billion, and the company was operationally profitable, generating $113 million in operating profits and a net income of $393 million. However, for those seeking upside potential with reduced volatility than individual stocks, the Trefis High Quality portfolio offers an alternative, having surpassed the S&P 500 and achieved returns exceeding 91% since its inception. See earnings reaction history of all stocks Here are some observations on one-day (1D) post-earnings returns: Additional information on observed 5-Day (5D) and 21-Day (21D) returns after earnings is compiled along with statistics in the table below. CHWY 1D, 5D, and 21D Post-Earnings Return Trefis A relatively lower-risk approach (though ineffective if the correlation is low) involves evaluating the correlation between short-term and medium-term returns following earnings, identifying a pair with the highest correlation, and executing the appropriate trade. For example, if 1D and 5D exhibit the strongest correlation, a trader can position themselves 'long' for the next 5 days assuming the 1D post-earnings return is positive. Below is some correlation data based on a 5-year and a 3-year (more recent) history. Note that the correlation 1D_5D refers to the relationship between 1D post-earnings returns and the subsequent 5D returns. Learn more about Trefis RV strategy that has outperformed its all-cap stocks benchmark (a combination of the S&P 500, S&P mid-cap, and Russell 2000), delivering strong returns for investors. Additionally, if you desire upside with a smoother experience compared to an individual stock like Chewy, consider the High Quality portfolio, which has exceeded the S&P and achieved returns greater than 91% since inception.
Yahoo
28-05-2025
- Business
- Yahoo
Barclays Lifts Chewy (CHWY) PT to $50 on Strong FQ1 2026 Outlook
On Wednesday, Barclays analyst Trevor Young raised the price target on Chewy Inc. (NYSE:CHWY) to $50 from $44, while maintaining an Overweight rating on the shares. This adjustment comes as Barclays anticipates a strong performance from Chewy, with expectations of an FQ1 2026 revenue and EBITDA beat, along with FQ2 guidance that is ahead of estimates. A close-up shot of a store shelf stocked with pet food and supplies. However, the FY2026 revenue outlook remains unchanged due to broader macroeconomic uncertainties. Young noted that Chewy's gross margin progression might experience some noisy fluctuations as the company lapses one-time items from the previous year. In FQ4 2025, the company's net sales increased by 14.9% year-over-year to $3.25 billion, which contributed to full-year 2025 net sales of $11.86 billion, which were also up 6.4%. The company's Autoship program continues to be a significant driver, with sales of $2.62 billion in FQ4, which marked a 21.2% increase, and $9.39 billion for the full year, which grew by 10.6%. Chewy now anticipates its net sales for FY2026 to be between $12.3 and $12.45 billion, which represents a growth of 6% to 7%. The company also plans to open 8 to 10 new vet clinics. Chewy Inc. (NYSE:CHWY) engages in the e-commerce business in the US for pet food and treats, pet supplies & pet medications, and other pet-health products, as well as pet services. While we acknowledge the potential of CHWY to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CHWY and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey.
