Chewy Inc - Ordinary Shares - Class A
CHWY
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+ FollowMarket Cap$7.85B
Close$
Earnings Call Q1 2025
June 11, 2025 - AI Summary
Strong Q1 Performance: Chewy, Inc. reported Q1 net sales of $3.12 billion, exceeding expectations with an 8% year-over-year growth. Active customers increased to 20.8 million, up 3.8% YoY, while AutoShip customer sales reached $2.56 billion, accounting for 82% of total sales and growing by nearly 15% YoY. This shows robust customer engagement and loyalty.
Positive Gross Margin Expansion: The gross margin improved to 29.6%, which is up 60 basis points from the previous year after adjusting for one-time benefits from Q1 fiscal 2024. This indicates better cost management and product mix improvement, supported by the growth in the sponsored ads business.
Adjusted EBITDA and Free Cash Flow: The adjusted EBITDA for Q1 was $192.7 million, reflecting a 6.2% margin and a significant year-over-year improvement in profitability margins. Free cash flow was approximately $48 million, with expectations of significant conversion of adjusted EBITDA to free cash flow (around 80%).
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$31.65
48.5% upside
Current Fair Value
48.5% upsideUndervalued by 48.5% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $7.85 Billion |
|---|---|
| Enterprise Value | $8.29 Billion |
| Dividend Yield | $- (-) |
| Earnings per Share | $0.53 |
| Beta | 1.38 |
| Outstanding Shares | 406,400,000 |
Return
| Return on Equity | 58.87% |
|---|---|
| Return on Assets | 5.83% |
| Return on Invested Capital | 16.69% |
Valuation & Multiples
| P/E Ratio | 36.44 |
|---|---|
| PEG | 122.13 |
| Price to Sales | 0.69 |
| Price to Book Ratio | - |
| Enterprise Value to Revenue | 0.64 |
| Enterprise Value to EBIT | 32.3 |
| Enterprise Value to Net Income | 38 |
| Total Debt to Enterprise | 0.13 |
| Debt to Equity | 2.85 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
September 9, 2026
EPS Estimate
$0.18
Average shareholder expectationRevenue Estimate
$3.32 B
Average shareholder expectationNext Earnings Call
Expected Date
December 9, 2026
EPS Estimate
$0.38
Average shareholder expectationRevenue Estimate
$3.34 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.4000▼ 53.82% |
|---|---|
| Total Calls | 75,000▼ 99.16% |
| Total Puts | 30,000▼ 99.64% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.10%▼ 96.86% |
|---|---|
| Total Invested | $7.33M▼ 99.91% |
| Investors Holding | 19▼ 541.00% |
ESG Score
No data
About Chewy Inc
12,000 employeesChewy, Inc. is an American online retailer of pet food and other pet-related products based in Dania Beach, Florida. In 2017, Chewy was acquired by PetSmart for $3.35 billion, which was the largest ever acquisition of an e-commerce busin...