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Stocks/Consumer Discretionary/Specialty Retail

ChewyCHWY

Specialty Retail
$21.29+2.21%After hours: $21.22 (−0.33%)At the close, 30 Oct · Prices from CNBC, may be delayed
▼ 36.6% over 1 year
Chewy over 1 yearDaily close, $, to 30 Oct 2026
$20$25$30$35Nov2026MarMayJulSep$21.29$30NovMarJul$21.29
Source: Nasdaq daily closes
Market value$8.56B
Price to earnings32.5x
Forward P/E22.6x
Dividend yield–
Year to date−35.6%
One year−36.6%
Next earningsNot scheduled
SectorConsumer Discretionary
52-week range (closes)
$17.51$35.37

Quality and valuation

How Chewy compares with other consumer discretionary stocks. A description, not a recommendation.

Chewy and 5 specialty retail peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: weaker than mostValuation: in line with its sector

A weaker business than most consumer discretionary companies, priced about in line with them.

Chewy trades at 22.6 times the next 12 months of expected earnings, against a median of 19.5x for the 66 consumer discretionary stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew slower than the sector median: +5.9% vs +8.1%
  • Keeps less of each sale (gross margin): 29.9% vs 40.5%
  • Less profitable (operating margin): 2.5% vs 13.8%
  • Turns less of its sales into cash: 4.3% vs 10.1%
CHWY trades at 22.6x forward earnings, above the sector medianForward p/e, Specialty Retail peers
BABA12.3xTM14.3xMCD19.6xHD21.4xCHWY22.6xAMZN25.7xTJX26.0xTSLA218.4xSector median 19.5xBABA12.3xTM14.3xMCD19.6xHD21.4xCHWY22.6xAMZN25.7xTJX26.0xTSLA218.4xSector median 19.5x
Source: CNBC quotes; Mostly Markets
At 32.3x earnings, CHWY is cheaper than its average since Aug 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
50x75x100xAverage 49.8x2025202632.3x50x100xAverage 49.8x2025202632.3x
Source: Nasdaq prices; SEC filings

Financials

From Chewy's SEC filings, through the quarter ending 2 Aug 2026. Hover or tap a bar for its value.

Revenue grew 7.3% from a year earlierQuarterly revenue, $bn, latest Q2 ’26
$0bn$1bn$2bn$3bnQ3 ’24Q1 ’25Q3 ’25$3.3bnQ2 ’26$0bn$2bnQ3 ’24Q1 ’25Q3 ’25$3.3bnQ2 ’26
Source: SEC filings
Growth slowed to +7.3% last quarterRevenue growth, year on year, %
0%5%10%Q3 ’24Q1 ’25Q3 ’257.3%Q2 ’260%5%10%Q3 ’24Q1 ’25Q3 ’257.3%Q2 ’26
Source: SEC filings
Operating margin was 2.8% last quarterOperating income as a share of revenue, %
0%2%Q3 ’24Q1 ’25Q3 ’252.8%Q2 ’260%2%Q3 ’24Q1 ’25Q3 ’252.8%Q2 ’26
Source: SEC filings
Free cash flow was $568 million over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$100m$200mQ3 ’24Q1 ’25Q3 ’25$90mQ2 ’26$0m$100m$200mQ3 ’24Q1 ’25Q3 ’25$90mQ2 ’26
Source: SEC filings
Last 12 monthsCHWYSector median
Revenue growth+5.9%+8.1%
Gross margin29.9%40.5%
Operating margin2.5%13.8%
Free cash flow margin4.3%10.1%
Price to earnings32.5x21.0x

Stories on Chewy

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TJXTJX Companies$140.31−0.76%−8.7%$154B
SONYSony Group$25.30−0.67%−1.2%$151B