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4 articles
The Motley FoolThe Motley Fool··Geoffrey Seiler

Chewy's 20% Selloff Creates Rare Discount for Patient Investors

$CHWY down 20% YTD trades at 17x forward P/E with 84% recurring revenue and expanding margins—offering rare discount to peers.
WMTAMZNCOSTCHWYe-commercevaluation discount
The Motley FoolThe Motley Fool··Joe Tenebruso

Chewy Soars 13% on Strong Growth and AI-Driven Margin Expansion

Chewy stock surged 13% after reporting 8.1% sales growth to $3.26B and projecting 9% growth ahead, with AI efficiency gains boosting margins.
CHWYearningscustomer growth
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