Core Insights - The core viewpoint is that Chewy has successfully capitalized on the trend of treating pets as family members, establishing itself as the leading seller of pet food and accessories [1] Revenue Growth - Chewy has more than doubled its revenue over the past five years, reaching $11.9 billion in sales for the latest fiscal year [2] - The company's revenue from customers participating in the Autoship program amounted to $9.4 billion, representing 79.2% of total revenue [5] Autoship Program - The Autoship program is a key component of Chewy's business model, allowing customers to schedule regular deliveries of frequently purchased items like pet food, medications, and kitty litter [3][4] - Autoship sales have consistently outpaced overall revenue growth, increasing from around 70% of sales in fiscal 2021 to just under 80% today [5] - In Q4, Autoship represented 80.6% of net sales, providing predictable revenue streams and enhancing customer loyalty [6] Competitive Advantage - Chewy's Autoship program creates a loyal customer base, offering predictable sales and higher spending per customer, which few other retailers can match [6][7] - The program allows Chewy to better manage rising costs and maintain profitability [6]

If you were looking for a reason to not buy shares of pet e-commerce company Chewy (CHWY 3.17%), then its lack of customer growth in recent years was a pretty good one. It overshadowed many otherwise good things happening at the company.To be clear, there's been plenty of good with Chewy. In 2024, the company had net sales of $11.9 billion. But the impressive stat here is that net sales per active customer continue to grow. As of the fourth quarter of 2024, it had annual sales of $578 per active customer, o ...

In recent times, investors have focused on the potential impact of President Trump's import tariffs on the economy -- and that's upset the performance of growth stocks, with the idea that they could be the first to experience pressure if the economy weakens. The growth-heavy Nasdaq and the broader S&P 500 each shifted into correction territory in March, and though they've both emerged from the zone, positive momentum hasn't yet returned to the market. At times like these, investors seeking growth should be ...

A discount retailer sheds some branches; a pet supply store picks up a few extra treats. In this podcast, Motley Fool analyst Tim Beyers and host Mary Long discuss the difference in dollar stores and Chewy's latest earnings. Then, Motley Fool co-founder Tom Gardner and Chief Investment Officer Andy Cross talk with Sezzle CEO Charlie Youakim for a closer look at the uniquely positioned buy now, pay later company. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. Whe ...

Chewy TodayCHWYChewy$32.68 -0.57 (-1.73%) 52-Week Range$14.69▼$40.09P/E Ratio35.91Price Target$38.68Add to WatchlistNow is the time to buy into Chewy’s NYSE: CHWY stock price reversal because the share price remains low and signs of traction increase.  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. Among the critical ...

Group 1 - The article highlights concerns about a potential U.S. recession, with many consumer-facing companies reporting weaker spending and sentiment among consumers [1] - Consumers are increasingly opting for cheaper alternatives, reducing expenditures on large purchases and dining out less frequently [1] - The thrift mentality among consumers is becoming more pronounced, impacting various sectors [1] Group 2 - The author, Gary Alexander, has extensive experience in technology and has been a contributor to Seeking Alpha since 2017, providing insights into industry trends [1]

Chewy, Inc. (CHWY) reported solid fourth-quarter fiscal 2024 results, wherein both top and bottom lines beat the Zacks Consensus Estimate and increased year over year.The company delivered top-line growth that exceeded the high-end of its net sales guidance. Its strong performance was driven by robust active customer growth and high Autoship customer loyalty.CHWY’s Quarterly Performance: Key Metrics and InsightsChewy posted adjusted earnings of 28 cents per share, which beat the Zacks Consensus Estimate of ...

Economic Overview - Market participants are maintaining flat trading levels due to uncertainty surrounding the new U.S. tariff policy implemented on April 2nd [1][2] - Monthly economic data may not reflect true economic conditions due to the impact of tariffs, making it difficult to prepare for future developments [2] Durable Goods Orders - Durable Goods Orders for February exceeded expectations, with a headline increase of +0.9%, compared to the anticipated -1.0%, following a revised +3.3% from the previous month [3] - Excluding transportation orders, the metric improved to +0.7% from +0.1% the prior month [3] - The only underperforming segment was non-Defense, ex-aircraft, which saw a decline of -0.3%, contrasting with the expected +0.2% [4] Company Earnings Reports - Dollar Tree (DLTR) reported mixed Q4 results, with earnings of $2.29 per share exceeding expectations by 11 cents, but revenues fell short by -39% to $5.0 billion [6] - Dollar Tree announced the sale of its Family Dollar merger for $1 billion, resulting in a +2% increase in shares [6] - Chewy (CHWY) outperformed estimates in its Q4 report, with earnings of 28 cents per share beating consensus by 7 cents and revenues of $3.25 billion surpassing expectations of $3.20 billion, reflecting a +15% year-over-year sales growth [7]

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. I'll be coordinating your call today. [Operator I ...

Chewy (CHWY) reported $3.25 billion in revenue for the quarter ended January 2025, representing a year-over-year increase of 14.9%. EPS of $0.28 for the same period compares to $0.18 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.2 billion, representing a surprise of +1.60%. The company delivered an EPS surprise of +33.33%, with the consensus EPS estimate being $0.21.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how th ...