Chewy: A Strong E-commerce Play
Chewy exceeded earnings expectations in Q4, showing strong revenue growth and improved customer monetization, with average revenue per customer rising 5% year-over-year to $578. The pet store demonstrated solid free cash flow growth, with an 134% year-over-year increase and a free cash flow margin expansion of 3 PP Y/Y. The pet niche is a passion niche, with people having a high propensity to spend a lot of money, leading to a strong recurring revenue and FCF picture.
1 Growth Stock Down 4% to Buy Right Now
The stock market has dropped lately, with the S&P 500 index down 3.3% over the last month through March 25. Growth stocks, as measured by the S&P 500 Growth Index, fared worse, losing 4.5% during this time.
Buy the Chewy Stock Reversal? Here's Why Now Is the Time
The FQ4 2024 results and F2025 guidance failed to inspire a rally because strength was expected, and guidance merely affirmed the outlook. However, the results are good, and the outlook is robust relative to peers and retailers in general.
Chewy CEO on pet ownership: Cats are a little more favorable than dogs right now
Chewy CEO Sumit Singh discusses trends in pet ownership, saying cats are "a little more favorable" than dogs.
These Analysts Boost Their Forecasts On Chewy Following Earnings Beat
Chewy Inc. CHWY on Wednesday reported better-than-expected earnings for the fourth quarter.
Chewy Is Inching Closer To A Buy After Its Sales Acceleration
Chewy posted strong Q4 results that showed revenue growth accelerating for the third straight quarter, alongside the first return to active customer growth in eight quarters. The company is expecting 6-7% revenue growth in FY25 (adjusted for a 53-week year in FY24), which is a stronger growth rate than in FY24. At the same time, we have yet to see how the latest macroeconomic turmoil will impact Chewy's sales. Pet owners may decide to trade down to cheaper brands.
Final Trades: Chewy, Wabtec, Crown Castle and JPMorgan Chase
The Investment Committee give you their top stocks to watch for the second half.
Chewy's Q4 Earnings Top Estimates, Sales Increase 14.9% Y/Y
CHWY's fourth-quarter results indicate strong performance due to active customer growth and high Autoship customer loyalty.
Chewy is 'well-insulated' against tariff impact: CEO Sumit Singh
Chewy CEO Sumit Singh joins CNBC's "Money Movers" to discuss the company's earnings growth, trends in pet ownership, the potential impact of tariffs and more.
Durable Goods Orders Increased More Than Expected
We are starting to get the feeling market participants are keeping trading levels relatively flat ahead of the still-unknown impact of new tariff policy in the U.S. beginning a week ago today, April 2nd. After a flattish session yesterday, the Dow is currently up +50 points, the S&P 500 — technically riding a three-day winning streak — is +1 and the Nasdaq +15 points.
Chewy, Inc. (CHWY) Q4 2024 Earnings Call Transcript
Chewy, Inc. (NYSE:CHWY ) Q4 2024 Earnings Conference Call March 26, 2025 8:00 AM ET Company Participants David Reeder - CFO Sumit Singh - CEO Conference Call Participants David Bellinger - Mizuho Doug Anmuth - JPMorgan Eric Sheridan - Goldman Sachs Steven Zaccone - Citigroup Curtis Nagle - Bank of America Trevor Young - Barclays Dylan Carden - William Blair Operator Hello, everyone, and welcome to the Chewy Fourth Quarter 2024 Earnings Call. My name is Emily.
Chewy (CHWY) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Chewy (CHWY) give a sense of how its business performed in the quarter ended January 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
