Deep dive on Chewy ($CHWY)
Deep dive on Chewy ($CHWY)
In order to read this entire deep dive on Chewy ($CHWY) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my current investment portfolio (+94% YTD), my investment models and my daily webcasts.
I also run a Stocktwits rooms where I post about both of my portfolios (trading and investment) throughout the day including my market commentary, stock charts, earnings analysis, analyst upgrades/downgrade and much more… this is also where I chat with subscribers and answer questions.
Here are my other newsletters…
Company: Chewy
Ticker: (CHWY)
Website: Chewy.com
IPO date: June 14, 2019 (traditional IPO)
IPO price: $22.00
Current stock price: $25.76
Outstanding shares: 427.4 million (dual-class)
52 week high: $52.88 on February 03, 2023
52 week low: $27.77 on August 17, 2023
ATH: $120.00 on February 16, 2021
Market cap: $11.09 billion
Net cash/debt: +$275 million
Enterprise value: $10.825 billion
Headquarters: Boston, MA, and Plantation, FL, United States
Number of employees: ~19,400+
Average price target from analysts: $39.75 (STA) to $44.08 (Yahoo)
Investor Relations: https://investor.chewy.com
Q1 2023 Earnings Report: https://investor.chewy.com/news-and-events/news/news-details/2023/Chewy-Announces-First-Quarter-2023-Financial-Results/default.aspx
Q1 2023 Letter to Shareholders: https://s23.q4cdn.com/610444331/files/doc_financials/2023/q1/Q1-2023-Shareholder-Letter-FINAL.pdf
Outline
Introduction
Company Background
Opportunity
Business Model
Competitive Advantages
Risks
Valuation
Investment Model
Analysts
Technicals
Conclusion
Additional Sources
Below the paywall is the CHWY deep dive along with links to my investment portfolio (up +94% YTD), investment models and daily webcasts.