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Chewy Q2 Earnings Beat Estimates, FY25 Sales Outlook Raised
ZACKS· 2025-09-11 22:36
Key Takeaways Chewy's Q2 sales grew 8.6% to $3.1B, beating estimates and aided by record Autoship demand.Gross margin expanded 90 bps to 30.4%, driven by premium mix and sponsored ads growth.Chewy raised FY25 net sales outlook to $12.5B-$12.6B, up from $12.3B-$12.5B.Chewy, Inc. ((CHWY) reported second-quarter fiscal 2025 results, wherein both top and bottom lines beat the Zacks Consensus Estimate and increased year over year. Management raised and narrowed its fiscal 2025 net sales outlook.The company deliv ...
Apple downgraded, Nvidia upgraded: Wall Street's top analyst calls
Yahoo Finance· 2025-09-11 21:47
DA Davidson upgraded Nvidia (NVDA) to Buy from Neutral with a price target of $210, up from $195, citing the belief the growth in AI compute demand will drive enough demand to sustain growth into next year and likely beyond. Deutsche Bank upgraded Chewy (CHWY) to Buy from Hold with a price target of $45, up from $38, post the fiscal Q2 report. The company's growth investments in the second half of 2025 will drive earnings estimate cuts, but buy-side expectations are "now in a better place," the firm tells i ...
S&P 500 Settles At Record High After Inflation Data: Investor Sentiment Declines, Fear & Greed Index Remains In 'Neutral' Zone - Chewy (NYSE:CHWY)
Benzinga· 2025-09-11 15:14
The CNN Money Fear and Greed index showed some decline in the overall market sentiment, while the index remained in the “Neutral” zone on Wednesday.U.S. stocks settled mixed on Wednesday, with the Dow Jones index falling more than 200 points during the session. The S&P 500, however, surged to new highs following data on wholesale prices.The Producer Price Index slipped 0.1% in August, defying expectations for a 0.3% increase. Wholesale inflation slowed sharply every year as well, falling from 3.3% to 2.6%.A ...
Chewy outlines full-year 2025 sales target of up to $12.6B as Chewy+ and private brands accelerate (NYSE:CHWY)
Seeking Alpha· 2025-09-11 05:29
Seeking Alpha's Disclaimer: The earnings call insights are compilations of earnings call transcripts and other content available on the Seeking Alpha website. The insights are generated by an AI tool and have not been curated or reviewed by editors. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of the earnings call insights cannot be guaranteed. Please see full earnings call transcripts The earnings call insights are compilations of earnings call transcripts ...
Chewy Inc. (NYSE: CHWY) Earnings Report Analysis
Financial Modeling Prep· 2025-09-11 01:00
核心财务表现 - 第二季度每股收益0.14美元 低于市场预期的0.33美元[1][6] - 季度营收31亿美元 超出市场预期的30.8亿美元[1][6] - 净销售额同比增长8.6% 显示收入持续增长势头[3] 盈利能力指标 - 毛利率提升90个基点至30.4% 反映运营效率改善[3] - 实现净利润6200万美元 包含7910万美元股权薪酬及相关税费影响[3] 估值水平分析 - 市盈率约44.86倍 显示市场给予较高估值溢价[4][6] - 市销率约1.44倍 企业价值与销售额比率约1.43倍[4] 资本结构状况 - 债务权益比约1.33 表明采用相对积极的财务杠杆策略[5][6] - 流动比率约0.80 提示短期偿债能力存在一定压力[5] 市场反应解读 - 股价出现下跌 主要因业绩未达交易员较高预期[2] - 部分投资者在财报前大量建仓 预期业绩表现更强劲[2]
The Risk I Took With Chewy And Why The Stock Chewed Itself Out (CHWY)
Seeking Alpha· 2025-09-11 00:52
Let me start with a personal anecdote. Back in the 2021 bull market, I read an article suggesting that two great buys at the time would have been Chewy (NYSE: CHWY ) and Fastly (I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more rel ...
The Risk I Took With Chewy And Why The Stock Chewed Itself Out
Seeking Alpha· 2025-09-11 00:52
Let me start with a personal anecdote. Back in the 2021 bull market, I read an article suggesting that two great buys at the time would have been Chewy (NYSE: CHWY ) and Fastly (I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more rel ...
Chewy Says Autoship and Paid Membership Programs Drive Sales Growth
PYMNTS.com· 2025-09-11 00:07
Growth in Chewy’s Autoship subscription program and Chewy+ paid membership program helped drive an 8.6% year-over-year increase in net sales in the second quarter, exceeding the high end of the company’s guidance range.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access t ...
Q2盈利大幅下滑 Chewy(CHWY.US)大跌超14%
智通财经· 2025-09-10 23:06
周三,Chewy(CHWY.US)大跌超14%,报35.78美元。消息面上,美国宠物电商Chewy二季度实现净销售 额同比增长8.6%,达到31.04亿美元,略高于预期的30.8亿美元;净利润为6200万美元,大幅低于去年同 期的2.991亿美元;稀释后的EPS为14美分。 ...
美股异动 | Q2盈利大幅下滑 Chewy(CHWY.US)大跌超14%
智通财经网· 2025-09-10 23:05
智通财经APP获悉,周三,Chewy(CHWY.US)大跌超14%,报35.78美元。消息面上,美国宠物电商 Chewy二季度实现净销售额同比增长8.6%,达到31.04亿美元,略高于预期的30.8亿美元;净利润为6200 万美元,大幅低于去年同期的2.991亿美元;稀释后的EPS为14美分。 ...