CHWY is down 20% this month for no fundamental reason despite strong revenue growth.
u/Nen_ZE_Classic_WoW ·
Reddit — r/ValueInvesting
· February 19, 2026 at 20:00
· ⬆ 18 pts
· 💬 15 comments
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CHWY hit a 52week low around $24, but if you actually look at the latest earnings report business is in good shape
almost $12B revenue, Strong Buy by most ratings with 80-100% upside
E-commerce with autoship subscriptions which makes like +84% of their profits (Q3 Data)
In 2024 they started opening vet clinics and according to a Morgan Stanley report Chewy could optimistically open as many as 275 veterinary clinics by 2030 (about 40 till the end of 2026).
Is 50$ eoy possible? whats ur guess for future 2030?