Chewy (CHWY)
Sells pet food, supplies and health services through an Autoship-centered online platform.
Something off on this page? Send us feedback.
Sells pet food, supplies, medicines and services through an integrated online platform centered on Autoship. Recurring replenishment supports the retail model, while pharmacy, insurance-related products, veterinary software and clinics extend it into pet health; operations remain concentrated in the United States.
Sells pet food, treats, supplies and medicines through its website and apps, with Autoship turning recurring replenishment into the core sales motion. The same integrated platform spans consumables, pet health and specialty products, hardgoods and services.
Extends those retail relationships through Chewy Pharmacy, Connect with a Vet, CarePlus, veterinary-practice software and Chewy Vet Care clinics. Customer support, fulfillment speed, assortment and scheduled delivery define the operating proposition.
Serves the United States and Canada, with the business concentrated in the United States. Delivery depends on inventory placement, fulfillment centers and parcel carriers, while health offerings add licensing, clinical staffing and care-quality requirements. BC Partners affiliates retain concentrated voting control through the dual-class structure.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 11, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $34 | Target: $30 |
| Sep 11, 2026 | JP Morgan | Downgrade | ||
| Sep 10, 2026 | UBS | Reiterate | Rating: —Target: $24 | Target: $28 |
| Sep 10, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $37 | Target: $36 |
| Sep 10, 2026 | RBC Capital | Reiterate | Rating: —Target: $34 | Target: $31 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 2, 2026Cash & short-term investments $612.2M · Total debt $1.16B · Total assets $3.74B · Shareholders' equity $370.5M
- Revenue
- $3.33B
- Operating income
- $98.4M
- Net income
- $80.5M
No dividends on record.
| Institutions | 99.97% | 401.79M shares | |
|---|---|---|---|
| 560 holders · as of Jun 30, 2026 | |||
| Insiders | 2.60% | 10.44M shares | |
| 12 holders · as of Sep 3, 2026 | |||
| Strategic holders | 43.91% | 176.48M shares | |
| 1 holder · as of Nov 10, 2025 | |||
| Adds to | 146.48% | ||
401.93M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 146.48%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BC Partners Holdings LimitedStrategic | 43.91% | 176.48M | filed Nov 10, 2025 |
BC Partners Pe LPInstitution | 43.91% | 176.48M A | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 5.65% | 22.70M A | as of Jun 30, 2026 |
Canada Pension Plan Investment BoardInstitution | 5.02% | 20.18M A | as of Jun 30, 2026 |
AQR Capital Management LLCInstitution | 3.22% | 12.93M A | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 3, 2026 | Sumit Singh | director, officer: Chief Executive Officer | −49,477 | $23.01 |
| Jun 29, 2026 | Da-Wai Hu | officer: General Counsel & Secretary | −4,203 | $19.49 |
| May 4, 2026 | Sumit Singh | director, officer: Chief Executive Officer | −87,526 | $25.60 |
| Apr 1, 2026 | Da-Wai Hu | officer: General Counsel & Secretary | −8,149 | $26.91 |
| Mar 2, 2026 | Christopher S. Deppe | officer: Chief Financial Officer | −3,043 | $26.87 |
- Amazon
Scale rival in online pet retail, replenishment, and delivery membership
- Walmart
Omnichannel rival in pet retail, pharmacy, telehealth, and clinics
- Petco
Pet-specialty overlap across retail, repeat delivery, and vet care
- Tractor Supply
Pet retail and health overlap across supplies, pharmacy, and vet care
- Target
Mass-merchant overlap in pet essentials and rapid fulfillment
- PetMed Express
Focused online rival in pet prescriptions and health products
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Chewy | $20.28 | −1.12% | $8.49B | 39.4 | 18.0 | 0.7 | +7.3% |
| Amazon | $256.93 | −0.59% | $2.78T | 20.8 | 27.5 | 3.6 | +19.6% |
| Walmart | $108.02 | +0.54% | $855.02B | 38.8 | 36.1 | 1.2 | +5.9% |
| Petco | $2.43 | +2.53% | $676.8M | 23.7 | 10.4 | 0.1 | +0.1% |
| Tractor Supply | $32.99 | +2.03% | $16.96B | 16.8 | 16.7 | 1.1 | +2.3% |
| Target | $158.88 | +0.74% | $71.63B | 16.4 | 17.1 | 0.7 | +5.3% |
| PetMed Express | $1.59 | −0.63% | $34.2M | — | — | 0.2 | −19.9% |
| Median | 20.8 | 17.1 | 0.9 | +3.8% |