A great business with a moat, a big growth opportunity, and long-term tailwind are needed. Does Chewy have all three?
News & Analysis: Chewy, Inc.
The expiration of the IPO lockup period without insider selling, and a strong third quarter, have sent the stock soaring.
More repeat orders and more sales of hard goods, private label, pharmacy, and potentially services should drive margins higher over time.
The company's active customer base grew 33%, net sales per active customer grew 11%, and the company's private-label and pharmacy efforts are starting to pay off.
In the pet e-commerce platform's latest report, investors can find numbers to applaud, as well as numbers to be skeptical of.
Chewy replicated Amazon's customer obsession, applied it to the pet category, and made it personal.
Hype doesn't always translate into actual results.
A dive into Chewy’s second-quarter numbers has my tail wagging for this growing pet company.
Shifting sentiment against growth stocks and a disappointing earnings report combined to send Chewy's stock tumbling .
A top financial services conglomerate and a pet supplies e-commerce site both fell victim to gravity on Monday.