Chewy, Inc. (CHWY) is likely to register an increase in both top and bottom lines when it reports fourth-quarter fiscal 2024 results on March 26, before the market opens. The Zacks Consensus Estimate for quarterly revenues is pegged at $3.2 billion, which indicates a 13.1% increase from the year-ago period. The consensus mark for fiscal 2024 top line is pegged at $11.81 billion, which indicates an increase of 6.1% from the year-ago level.The consensus mark for quarterly earnings has increased a penny in the ...

Chewy, Inc. CHWY will release its fourth-quarter financial results, before the opening bell, on Wednesday, March 26.Analysts expect the Plantation, Florida-based company to report quarterly earnings at 20 cents per share, up from 18 cents per share in the year-ago period. Chewy projects quarterly revenue of $3.2 billion, up from $2.83 billion a year earlier, according to data from Benzinga Pro.On Dec. 12, 2024, Chewy announced a public offering of Class A common stock by a selling stockholder and a concurre ...

Group 1 - Chewy (CHWY) has gained approximately 1.1% year-to-date, outperforming the Retail-Wholesale sector, which has returned an average of -2.9% [4] - Chewy is ranked 2 (Buy) in the Zacks Rank system, indicating a positive earnings outlook with a 2.5% increase in the consensus estimate for full-year earnings over the past quarter [3] - The Internet - Commerce industry, which includes Chewy, has seen a loss of about 0.8% year-to-date, further highlighting Chewy's relative strength within its industry [6] Group 2 - Prosus N.V. Sponsored ADR (PROSY) is another stock in the Retail-Wholesale sector that has outperformed, with a year-to-date return of 18.3% and a consensus EPS estimate increase of 9.1% over the past three months [4][5] - Both Chewy and Prosus N.V. Sponsored ADR are positioned well for continued solid performance, making them noteworthy for investors interested in Retail-Wholesale stocks [7]

Pet retailer Chewy, Inc. (NYSE: CHWY ) Q4 2024 earnings are just around the corner on March 26th. The company has a chance to reignite the bullish sentiment after a deep selloff in the past few months, pushedI am a researcher and operations manager at DM Martins Research. Previously, I contributed to TheStreet and currently write for platforms such as TipRanks and GuruFocus. Here at Seeking Alpha, my goal is to provide insightful analysis primarily on foreign equities, with a focus on emerging markets, to e ...

Group 1: Chewy - Chewy is the leading online brand for pet supplies, experiencing a rebound in stock price due to improving sales trends, with a recent upgrade to an outperform rating and a price target of $47, indicating a 49% upside from $31.50 [2] - Sales growth stabilized at 5% year-over-year in the fiscal third quarter, with potential for margin improvement through higher-margin offerings like pet pharmacy and private-label products [2] - Analysts predict free cash flow could double in the next three years, serving as a strong catalyst for the stock [2] - Risks include reliance on suppliers in China, which could be affected by tariffs, and Chewy's growth and valuation metrics compared unfavorably to competitors like Coupang [3][4] - For Chewy to reach the analyst's price target, it needs to demonstrate accelerating top-line momentum, which may be challenging in the current economic environment [5] Group 2: Peloton Interactive - Peloton has seen fluctuating demand, with a significant rebound from its 52-week low, and an analyst upgrade to a buy rating with a price target of $15, suggesting a 128% upside from $6.58 [6] - Financial results are improving, with a 15% quarter-over-quarter revenue growth despite a 9% year-over-year decline, and a notable 385% year-over-year increase in free cash flow [7] - The new CEO is implementing better cost discipline, focusing on premium products and reducing discounting, which is positively impacting financial performance [8] - Despite improvements, Peloton faces challenges as membership numbers are declining, with a 4% year-over-year drop, indicating a need for top-line growth to sustain shareholder returns [9] - The stock trades at a price-to-free cash flow multiple of 16, with potential upside if free cash flow continues to grow, but uncertainty remains regarding the sustainability of this growth [10] - Peloton's subscription business, which has higher gross margins than hardware sales, is crucial for profitable growth, but the recent decline in memberships suggests a limited market for its products [11]

Company Performance - Chewy's stock closed at $32.25, reflecting a +0.81% change from the previous session, which is lower than the S&P 500's gain of 1.08% [1] - The stock has decreased by 15.95% over the past month, underperforming the Retail-Wholesale sector's loss of 11.45% and the S&P 500's loss of 8.26% [1] Upcoming Earnings - Chewy's earnings report is anticipated on March 26, 2025, with an expected EPS of $0.21, indicating a 16.67% growth year-over-year [2] - Revenue is projected to be $3.2 billion, reflecting a 13.08% increase compared to the same quarter last year [2] Analyst Forecasts - Recent revisions to analyst forecasts for Chewy are important as they indicate short-term business trends, with positive revisions suggesting analyst optimism about the company's profitability [3] Zacks Rank and Valuation - Chewy currently holds a Zacks Rank of 2 (Buy), with the Zacks Consensus EPS estimate having increased by 0.96% over the past month [5] - The company is trading at a Forward P/E ratio of 25.72, which is higher than the industry average of 21.28 [5] Industry Metrics - Chewy has a PEG ratio of 0.69, compared to the Internet - Commerce industry's average PEG ratio of 1.13 [6] - The Internet - Commerce industry is part of the Retail-Wholesale sector and has a Zacks Industry Rank of 78, placing it in the top 32% of over 250 industries [6][7]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Chewy. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Company Overview - Chewy, Inc. has recently completed its first full year under the leadership of CFO David Reeder, who noted that the year passed quickly due to unexpected developments in the business [4]. Business Performance - The company initially expected active customer numbers to remain flat for fiscal year 2024, but it has since guided that numbers would be flat to up, indicating positive momentum throughout the year [5].

Core Insights - Chewy's stock performance is evaluated with a rating of 6.9 out of 10, indicating a moderate level of confidence in the company's prospects [1] Company Analysis - The discussion highlights Chewy's strengths in the competitive pet supply market, suggesting a solid market position [1] - Challenges faced by Chewy are also addressed, indicating potential hurdles that may impact future performance [1] - Future growth potential is emphasized, suggesting that there are opportunities for expansion and increased market share [1]

Company Performance - Chewy's stock closed at $34.43, down 1.96% from the previous trading session, underperforming the S&P 500 which lost 0.5% [1] - Over the past month, Chewy's stock has decreased by 10.57%, while the Retail-Wholesale sector gained 1.04% and the S&P 500 lost 0.47% [1] Earnings Expectations - The upcoming earnings report for Chewy is expected to show an EPS of $0.20, reflecting an 11.11% increase year-over-year [2] - Revenue is anticipated to reach $3.2 billion, indicating a 13.11% increase compared to the same quarter last year [2] Analyst Estimates - Recent modifications to analyst estimates for Chewy are being closely monitored, as they often indicate changes in near-term business trends [3] - Positive revisions in estimates suggest a favorable outlook on the company's business health and profitability [3] Valuation Metrics - Chewy's Forward P/E ratio stands at 28.32, which is a premium compared to the industry's average Forward P/E of 23 [6] - The company has a PEG ratio of 0.76, while the Internet - Commerce industry has an average PEG ratio of 1.19 [6] Industry Ranking - The Internet - Commerce industry, part of the Retail-Wholesale sector, holds a Zacks Industry Rank of 67, placing it in the top 27% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]