CH CHWY Chewy Loading... : Bullish and Bearish Analyst Opinions

Too hard to own, avoid

Reports Chewy cut FY outlook despite higher sales and profit; no directional view from speaker.

Nvidia leads premarket declines among Magnificent Seven stocks while Casey's, Chewy, Cracker Barrel, Devon Energy, and Hinge Health rise on earnings or guidance beats, and Super Micro Computer falls 11% on plans for a $7 billion equity financing.

Chewy reports first quarter net sales of 3.36 billion dollars with record profitability and net customer additions despite a dynamic consumer backdrop.

Avoid Chewy until war ends.

Chewy's earnings show solid revenue growth, strong guidance, and key metrics like active customers and auto-ship sales are rising; stock is at 17x P/E, the cheapest ever. The company's market share gains and cost efficiencies via AI support further profit expansion. Attractive buying opportunity after a steep decline, with potential for a sustained rally. Consumer weakness or increased competition in the pet supply market.

Speaker was explicitly bullish, stating Chewy's business is "going from good to great" with an 8-9% revenue growth model and potential for 30% profitability growth. Chewy's growth is driven by subscription services (like Autoship), expansion into new categories (fresh dog food), and a sticky, trust-based customer relationship that defends against Amazon/Walmart. AI is seen as a tool for cost savings. LONG due to a combination of strong top-line growth, multiple profit levers, and a durable competitive moat in the pet care category. Intensifying competition from Amazon and Walmart erodes market share and pricing power.

Chewy met revenue expectations and beat earnings estimates despite a challenging macro environment.