Chewy, Inc. (CHWY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Core Insights - The company believes it is ahead of its long-term financial targets, which include a high single-digit revenue CAGR and adjusted EBITDA margins of 10% or higher [1] Group 1: Strategic Progress - The company hosted its first Capital Markets Day, reflecting on its performance since the IPO in 2018 or 2019 and outlining focus areas for the next 3 to 7 years [1] - The company has exceeded its own internal targets and expectations since the last Investor Day [1]