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Chewy (CHWY) Q4 2025 Earnings Transcript
Motley Fool64d agoneutral
Chewy (CHWY) Q4 2025 Earnings Transcript

Thank you for joining us, and welcome to the Chewy Fourth Quarter 2025 Earnings Call. Natalie Nowak: Thank you for joining us on the call today to discuss our fourth quarter and full year results for fiscal year 2025. Joining me today are Chewy's CEO, Sumit Singh; and CFO, Chris Deppe.

How The Chewy (CHWY) Story Is Shifting As Targets Fall And Execution Risks Rise
Simply Wall St.64d agobearish
How The Chewy (CHWY) Story Is Shifting As Targets Fall And Execution Risks Rise

Chewy’s fair value estimate has been nudged lower, with the price target moving from US$40.77 to US$39.85 per share, a small shift that still matters for how you frame the stock. That adjustment lines up with recent analyst research, where many firms have trimmed targets while keeping positive ratings. A more cautious group has flagged softer macro trends and tighter revenue and EBITDA expectations. As you read on, you will see how to track this evolving narrative and what to watch as new...

Is Chewy (CHWY) a Buy as Wall Street Analysts Look Optimistic?
Zacks71d agobullish
Is Chewy (CHWY) a Buy as Wall Street Analysts Look Optimistic?

Based on the average brokerage recommendation (ABR), Chewy (CHWY) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

What Chewy (CHWY)'s Antitrust Scrutiny and Governance Questions Mean For Shareholders
Simply Wall St.74d agoneutral
What Chewy (CHWY)'s Antitrust Scrutiny and Governance Questions Mean For Shareholders

In recent weeks, Chewy has faced pressure after a disappointing earnings report, fresh California antitrust evidence implicating the company, and CEO insider share sales, all against the backdrop of its planned Modern Animal acquisition to expand into in-person pet healthcare. Together, these legal, operational and governance concerns have sharpened investor focus on Chewy’s risk profile and its ability to execute its broader pet-care ecosystem ambitions. We’ll now examine how the California...

Should Ryan Cohen be taken seriously as an eBay investor?
Yahoo Finance Video76d agoneutralVIDEO
Should Ryan Cohen be taken seriously as an eBay investor?

Today’s Opening Bid panel, led by Executive Editor Brian Sozzi, tackles the show’s question of the day: Should GameStop (GME) CEO Ryan Cohen be taken seriously as an investor in eBay? The panel debates what Cohen’s involvement could mean for the company and investors.

How To Buy Chewy Stock At $15
Trefis77d agobullish
How To Buy Chewy Stock At $15

Chewy (CHWY) stock recently retreated to near $20, down from its 52-week high of $48.62. Missed the pet e-commerce boom? Do not worry. There is still a strategic way to profit from Chewy's long-term growth, with a potential margin of safety. Investors may be pricing in too much pessimism. But what if you could initiate a position at over 20% discount, securing shares at $15 each? Now we are talking.

America’s Best Brand Has One Of America’s Worst Stocks
24/7 Wall St.77d agoneutral
America’s Best Brand Has One Of America’s Worst Stocks

Once a year, the results of “The 2026 Axios Harris Poll 100 reputation rankings” are released in May. It is based on a poll of 6,226 Americans to pick the 100 most visible brands in America. Then, more people are surveyed on issues “related to brands and politics.” One thing that is clear from the ... America’s Best Brand Has One Of America’s Worst Stocks

Chewy CEO Says Consumers Are ‘Stretched.’ The Pet Care Stock Drops.
Barrons.com77d agoneutral
Chewy CEO Says Consumers Are ‘Stretched.’ The Pet Care Stock Drops.

The CEO of online pet retailer Chewy says pet owners are feeling “more stretched” these days, an ominous sign for consumer spending that sent the stock down 9% in Tuesday trading. Sumit Singh made the remarks during the J.P. Morgan Technology, Media & Communications Conference. “In the last couple of months, we are continuing to see and interpret the consumer as being more stretched than we were when we entered the year,” Singh said.