CHWY Stock Recent News

It can be intimidating to step into a stock that's been in full-blown rally mode for a while. It feels like you're paying a steep price that could tumble at the drop of a hat.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Usually, a stock that gets an analyst recommendation upgrade also gets a share price pop. On Thursday, Chewy (CHWY 2.54%) was fortunate enough to be the beneficiary of two such moves, and as a result its shares closed the day almost 3% higher in price.

Chewy Inc. CHWY on Wednesday reported better-than-expected earnings for the second quarter.

CHWY posts strong second-quarter results with rising Autoship sales and higher margins. It raises the full-year sales outlook.

Chewy, Inc. (NYSE:CHWY ) Q2 2025 Earnings Call September 10, 2025 8:00 AM EDT Company Participants Natalie Nowak - Director of Investor Relations Sumit Singh - CEO & Director William Billings - Interim Principal Financial Officer & Chief Accounting Officer Conference Call Participants Douglas Anmuth - JPMorgan Chase & Co, Research Division Nathaniel Feather - Morgan Stanley, Research Division David Bellinger - Mizuho Securities USA LLC, Research Division Rupesh Parikh - Oppenheimer & Co. Inc., Research Division Shweta Khajuria - Wolfe Research, LLC Dylan Carden - William Blair & Company L.L.C., Research Division Presentation Operator Hello, everyone, and welcome to the Chewy Second Quarter 2025 Earnings Call.

Sumit Singh, Chewy CEO, tells Open Interest that investors' big sell-off is an outsized correction, he says the company's fundamentals are strong and its subscription service is a differentiator in the pet industry https://bloom.bg/47Ivvbz

Back in 2021, I thought I struck gold with Chewy—until the trade turned into a cautionary tale that reshaped how I invest. Today, Chewy's earnings look solid, yet the market's sharp reaction tells a more complicated story. Expectations were high heading into earnings and the results didn't match investor enthusiasm.

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.

Arun Sundaram with CFRA says there's plenty of upside for Chewy (CHWY) despite Wednesday's post-earnings sell-off. He attributes the selling action to "in line" profit, even though Arun considers its top line growth "exceptional" as its customer base expands.