UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 28, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to ____ Commission File Number: 001-38936 CHEWY, INC. (Exact name of registrant as specified in its charter) Delaware 90-1020167 (State or other jurisdic ...

财务表现 - Chewy公司2024财年第一季度净销售额为28.77亿美元，同比增长3.1%[2] - 调整后的EBITDA为1.629亿美元，同比增长5,210万美元[2] - 净利润为6,689.7万美元，同比增长4,282.8万美元[10] - 每股基本和稀释收益分别为0.15美元，同比增长0.10美元[10] - 总营业支出为7.89376亿美元，同比增长2.1548亿美元[10] - 2024财年第一季度综合收入为6,729.9万美元，同比增长4,870.9万美元[10] - 2024年第一季度，Chewy公司的净销售额为28.77725亿美元，同比增长3.1%[12] - 调整后的EBITDA为16.2924亿美元，同比增长46.9%[12] - 调整后的净收入为13.7064亿美元，同比增长55.9%[12] - 每位活跃客户的净销售额为562美元，同比增长9.6%[12] - 自动发货客户销售额为22.32886亿美元，占净销售额的77.6%[12] - 调整后的基本和稀释每股收益分别为0.32美元和0.31美元，同比增长52.4%和55.0%[12] - 调整后的净收入为13.7064亿美元，同比增长55.9%[23] 资产状况 - Chewy公司现金及现金等价物为11.3462亿美元，同比增长5.3亿美元[9] - 总资产达到32.01048亿美元，同比增长1.44897亿美元[9] 现金流量 - 自由现金流为5.2638亿美元，同比减少58.6%[24] - 在2024年4月28日结束的13周内，公司经营活动提供的净现金为81,937千美元，较上年同期148,712千美元有所下降[28] - 自由现金流为52,638千美元，较上年同期127,139千美元有所下降[28] - 公司表示，自由现金流可能会受到资本投资时机（如新履行中心、药房设施、兽医诊所、客户服务基础设施和公司办公室的启动以及IT和其他设备的购买）、增长波动以及这些波动对营运资本的影响以及供应商付款条件的增加或减少以及库存周转率变化对现金转换周期的影响等因素的影响[28]

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Chewy (CHWY) . Chewy currently has an average brokerage recommendation ( ...

文章核心观点 - Chewy (CHWY)股价在过去4周内上涨8.6%,但根据华尔街分析师设定的短期价格目标,该股还有很大的上涨潜力[1] - 分析师的平均价格目标为23.89美元,较当前价格上涨45.9%[1] - 分析师对公司未来盈利前景持乐观态度,这可能是该股有望上涨的合理原因[9] 根据相关目录分别进行总结 分析师价格目标 - 22家分析师的短期价格目标从16美元到37美元不等,标准差为6.23美元[2] - 最乐观的目标价格预测公司股价可上涨125.9%,最悲观的则预测下跌2.3%[2] - 分析师价格目标的标准差较小,表明他们对公司股价走势存在较高一致性[7] 分析师预测的局限性 - 分析师设定的价格目标并不总能准确预测股价走势,存在误导投资者的风险[3][5][8] - 分析师常设置过于乐观的价格目标,主要是为了推动公司股票,满足其所在公司的业务需求[6] 公司业绩前景 - 分析师对公司未来盈利的预测不断上调,反映出他们对公司业绩前景的乐观[9][10] - 公司目前具有Zacks第1级(强烈买入)评级,这进一步支持了其短期内有望上涨的判断[11]

In the latest market close, Chewy (CHWY) reached $16.28, with a +1.5% movement compared to the previous day. The stock's change was more than the S&P 500's daily gain of 0.09%. Meanwhile, the Dow lost 0.49%, and the Nasdaq, a tech-heavy index, added 0.65%. Coming into today, shares of the online pet store had lost 0.68% in the past month. In that same time, the Consumer Staples sector gained 7.27%, while the S&P 500 gained 5.78%. Market participants will be closely following the financial results of Chewy i ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Chewy. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Chewy (CHWY) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this online pet store have returned -12.5%, compared to the Zacks S&P 500 composite's +1.3% change. During this period, the Zacks Consumer Products - Staples industry, which Chewy falls in, has gained 4%. The key question now is: What could be the stock's future direction? ...

Economists are divided on the question of when, or if, a recession will occur. Some even support the argument that we’ve been in a rolling recession. Whatever your thoughts on the matter, the fact that a potential recession is still being discussed should put you on the hunt for recession-proof retail stocks. Of course, the retail sector has been under pressure for well over a year. However, it’s only been in the last two quarters that many retailers are acknowledging consumer pullback. Still, shifting cons ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Let's take a look at what these Wall Street heavyweights have to say about Chewy (CHWY) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Chewy currently has an average brokerage r ...

In the latest trading session, Chewy (CHWY) closed at $15.77, marking a -0.44% move from the previous day. This change lagged the S&P 500's daily gain of 0.32%. Meanwhile, the Dow gained 0.38%, and the Nasdaq, a tech-heavy index, added 0.35%. The the stock of online pet store has fallen by 0.44% in the past month, leading the Consumer Staples sector's loss of 0.5% and the S&P 500's loss of 2%. The upcoming earnings release of Chewy will be of great interest to investors. In that report, analysts expect Chew ...