NASDAQ: PETS Sidoti Small-Cap Virtual Conference March 2023 Safe Harbor & Non-GAAP Measures This Presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 as contained in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, concerning expectations, beliefs plans, objectives, goals, strategies, future events or performance and underlying assumptions and other statements th ...

Chewy (CHWY) Q1 2026 Earnings Call June 11, 2025 08:00 AM ET Company Participants Natalie Nowak - Director - IRSumit Singh - CEODavid Reeder - CFOEric Sheridan - Managing DirectorMark Mahaney - Senior Managing DirectorNathan Feather - Equity Research AssociateShweta Khajuria - Managing DirectorSteven Zaccone - Director, Equity Research, Hardlines Retail Conference Call Participants Curtis Nagle - Director - Senior US SMID Cap Internet AnalystDouglas Anmuth - Managing Director & Internet AnalystRupesh Parikh ...

Core Insights - Chewy Inc. is set to release its first-quarter fiscal 2025 earnings results on June 11, with investors contemplating whether to buy or hold the stock [1] Group 1: Company Performance and Expectations - Chewy has established a strong presence in the online pet retail market, focusing on innovation and customer loyalty, which positions the company for long-term growth [2] - The Zacks Consensus Estimate for first-quarter revenues is $3.08 billion, reflecting a 6.9% increase from the previous year, while the earnings estimate remains at 34 cents per share, indicating a 9.7% year-over-year rise [3][8] - Chewy has a trailing four-quarter earnings surprise of 19.3%, with the last quarter surpassing the Zacks Consensus Estimate by 33.3% [4] Group 2: Key Growth Drivers - The growth in Chewy's revenue is supported by its Autoship program, which encourages repeat purchases and stabilizes revenue streams [10] - Active customer growth is a positive indicator, with the Zacks Consensus Estimate suggesting an increase to 20.5 million active customers, driven by improved digital experiences and the Chewy+ Membership Program [11] - Chewy's expansion into higher-margin areas, such as its in-house ad platform and veterinary services, is enhancing customer acquisition and engagement [12] Group 3: Market Position and Valuation - Chewy's stock has increased by 22.1% over the past month, outperforming the industry average of 1.2% [13] - The company trades at a forward 12-month price-to-sales (P/S) ratio of 1.57, which is lower than the industry average of 2.00, indicating a favorable investment opportunity [16] - Chewy's valuation is higher than competitors like Central Garden & Pet Company, Petco Health and Wellness Company, and BARK, which have lower P/S ratios [17] Group 4: Investment Considerations - Chewy's investments in automation, advertising, and veterinary services reflect a commitment to long-term growth, although the lack of a clear earnings beat signal may lead to cautious investment decisions [19]

Chewy (CHWY) FY Conference May 14, 2025 10:00 AM ET Speaker0 All right. We are going to go ahead and get started. I'm Doug Anmuth, JPMorgan's Internet analyst. We're pleased to have with us Chewy's CFO, David Reeder. Chewy is the largest pure play online pet retailer in The U. S. With more than 20,000,000 active customers. We estimate more than $1,200,000,000 in net sales in fiscal 'twenty five. More than 80% of revenue is generated by subscription based auto ship customers and about 85% comes from nondiscr ...

U.S. consumer confidence, a key determinant of the economy’s health, dipped for the fifth consecutive month in April. The latest data from the Conference Board showed that the Consumer Confidence Index declined to 86. This marks a 7.9-point decrease from the previous month and falls short of market expectations. It’s the weakest level recorded in almost five years, underscoring the growing unease among consumers as economic pressures build. This sharp fall highlights rising consumer apprehension about the e ...