Chewy Inc - Ordinary Shares - Class A
CHWY
Market Cap$17B
Close$
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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$9.72
76.4% downside
Current Fair Value
76.4% downsideOvervalued by 76.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $17.00 Billion |
|---|---|
| Enterprise Value | $16.92 Billion |
| Dividend Yield | $- (-) |
| Earnings per Share | $0.93 |
| Beta | 1.67 |
| Outstanding Shares | 413,700,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 43.65 |
|---|---|
| PEG | -649.27 |
| Price to Sales | 1.42 |
| Price to Book Ratio | - |
| Enterprise Value to Revenue | 1.4 |
| Enterprise Value to EBIT | 119.83 |
| Enterprise Value to Net Income | 43 |
| Total Debt to Enterprise | 0.03 |
| Debt to Equity | 1.43 |
Revenue Sources
No data
Insider Trades
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...