Is CHWY a Buy? | Chewy Stock Analysis
Nanalyze Nanalyze
26.4K subscribers
3,657 views
0

 Published On Sep 22, 2023

Is CHWY stock a buy? Our Chewy stock analysis looks at how this company's valuation has plummeted since their IPO. Still, it remains rich when compared to competitors like Petco (WOOF). Our CHWY stock review looks at how profitable the company is (increasing gross margin over time is very promising) and how much future growth remains (future growth requires capturing market share from competitors). Concerns lie in how resilient the company will be during recessions, though we're told he 2008-2010 recession actually had a positive impact on pet spending. Metrics to watch here include total users on the platform (declined year over year) and the amount of money they're spending (increasing over time). Customer subscriptions account for 3/4 of Chewy's revenues which is a good thing. We wouldn't invest in this stock as it doesn't align with our two strategies - disruptive growth and dividend growth. Arguably, all the easy market share has already been captured.

RESEARCH PIECES USED IN THIS VIDEO:
1. The Nanalyze Disruptive Tech Investing Methodology
https://www.nanalyze.com/nanalyze-pre...

CHAPTERS:
Intro
Love for animals
Chewy's growth trends
Invest in Chewy, not CHWY
Chewy's cheap valuation
Profitability and cash flows
Online pet stores market share
PetSmart vs Petco vs Chewy
Chewy's future growth potential
Conclusion

ABOUT US:
This video is brought to you by Nanalyze, a media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #stocks in a language that is future-proof and easy to understand.

Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: https://www.nanalyze.com/subscription...

DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our YouTube videos or on our website, whether for the purpose of making an investment or otherwise.

#chewy
#chewystock
#growthstocks
#growthstock

show more

Share/Embed