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The Motley FoolThe Motley Fool··Geoffrey Seiler

Chewy Stock Plunges 50% From Peak, But Margins Tell a Different Story

Chewy stock down 50% from peak despite improving fundamentals: 8%+ quarterly revenue growth, 29.8% gross margin, 84% recurring autoship revenue.
WMTCOSTCHWYTSCOvaluatione-commerce
The Motley FoolThe Motley Fool··Timothy Green

Chewy's Autoship Metric Masks True Recurring Revenue Composition

Chewy's 84% Autoship metric inflates recurring revenue perception; includes all purchases by subscription customers, not just automated renewals. Actual subscription revenue is lower.
CHWYrevenue growthoperating margins