Both companies can rely on growth from their returning customer base. These stocks have seen their valuations decline over the past year.
Chewy (CHWY) closed the most recent trading day at $30.14, moving 2.84% from the previous trading session.
Recently, Zacks.com users have been paying close attention to Chewy (CHWY). This makes it worthwhile to examine what the stock has in store.
Zacks.com users have recently been watching Chewy (CHWY) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Chewy Inc. is demonstrating accelerating customer growth, improved marketing efficiency, and a stickier ecosystem via Autoship, the mobile app, and Chewy+. Active customers grew 4.9% y/y in Q3 2025, with marketing expenses down, supporting a durable and accelerating growth thesis. Autoship penetration reached 83.9%, providing recurring revenue visibility and defensive characteristics even in macro downturns.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
CHWY posts strong Q3 results, with margin expansion, higher EBITDA and accelerating cash flow, keeping its 10% margin goal firmly in sight.
Chewy delivered strong Q3 results, with 8% Y/Y revenue growth and robust expansion in its subscription business, now comprising 84% of revenue. CHWY's net sales per active customer rose 5% year-over-year to $595, and the platform added 1 million new customers in the last year, reaching 21.2 million total. Profitability improved with 31% EBITDA growth and a 6% EBITDA margin, reflecting high operating leverage and effective monetization of the autoship model.
CHWY's Autoship engine powers Q3 growth as rising penetration, margin gains, and Chewy+ adoption fuel durable profitability.
Chewy Inc. gained 12% during the quarter as the company delivered solid results driven by higher autoship subscription activity and expanding private-label offerings. The largest contributors to Fund performance during the quarter included Chewy Inc. (CHWY) (9.5% of net assets as of September 30, 2025; 12%), Zoetis Inc. (ZTS) (8.1%; 8%), and Freshpet Inc. (FRPT) (4.8%; 10%). The largest detractors were Trupanion Inc. (TRUP) (5.4%; -6%), Petco Health & Wellness (WOOF) (4.3%; -10%), and CVS Group plc (CVS) (7.0%; -5%).
Chewy has stood out in online retailing through superior customer service. It has boosted revenue with its Autoship program and by expanding into other business lines.
Chewy's NYSE: CHWY fiscal year 2026 (FY2026) Q3 results highlight why it is a good buy to hold in 2026. The company is outperforming expectations and lifting guidance amid a business growth spurt and improving operational quality.