Company Analysis

Chewy, Inc. (CHWY)

NYSE: CHWY · Retail-Catalog & Mail-Order Houses · Plantation, FL · filing with the SEC since 2019
Grade6.1
◀ Past 7.8● Present 6.5▶ Future 4.1

The grade of Chewy, Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.1/10
◀ Past7.825% of the headline
● Present6.545% of the headline
▶ Future4.130% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

7.8/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.8/10

Has it survived what it has been through?

No warning events in its filings since 2019.

weight 45% of this tense · 78th percentile among 29 sector filers · read for itself

From the record

Chewy, Inc.'s filings since 2019 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.5/10

What has it actually done, year after year?

+25% a year over 9 filed years; profitable in 4 of 9.

weight 33% of this tense · 75th percentile among 29 sector filers · read for its customers

From the record

Chewy, Inc.'s 9 filed years say what it did: revenue went from $2.1 billion in fiscal 2018 to $13 billion in fiscal 2026, up 25% a year; it rose in 8 of 8 years; it never fell from a peak; net income was positive in 4 of 9 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span25.0%top 33% of its family
  • the share of years revenue rosetop 17% of its family
  • the share of filed years with a profittop 33% of its family
  • the deepest fall from a revenue peak0.0%top 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
8.5/10

How has it treated the people who own it?

Share count shrank 0.2% a year. 68% of cash flow returned. Insiders: 17 sales, 0 purchases.

weight 22% of this tense · 85th percentile among 20 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-02-01, Chewy, Inc.'s diluted share count shrank about 0.2% a year, and dividends and buybacks returned about 68% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 17 sales (14 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-05 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 27% of its family
  • cash returned against operating cash flowtop 2% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.5/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
6.6/10

Is it financially healthy right now?

ROE 45%: 45¢ of profit per shareholder dollar. Leverage 85%: owes 85¢ per asset dollar.

weight 45% of this tense · 66th percentile among 29 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-02-01, Chewy, Inc. earned about 45 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 112 cents per dollar of everything the company owns. Leverage: it owed about 85 cents per dollar of assets, and net share issuance: its share count shrank 1.2% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 22% of its family
  • return on equitytop 6% of its family
  • gross profit against assetstop 28% of its family
  • the share count against the year beforetop 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.3/10

How strong is its position in its industry?

top 27% of 29 in its family; net margin 1.8%.

weight 33% of this tense · 73rd percentile among 29 sector filers · read for its customers

From the record

Chewy, Inc.'s standing among 29 graded names in its industry family: revenue of $13 billion in fiscal 2026 ranks in the top 15% by size; a net margin of 1.8% ranks in the top 33%; revenue growth of 7.6% a year over the last 3 filed years ranks in the top 33% (its annual reports).

What it rests on

  • revenue against the family$12.60Btop 15% of its family
  • net margin1.8%top 33% of its family
  • three-year revenue growth7.6%top 33% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
4.8/10

What are the people in charge doing?

bottom 48% of 16 in its family for leadership; chief executive since 2019.

weight 22% of this tense · 48th percentile among 16 sector filers · read for its shareholders

From the record

Chewy, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Singh, Sumit (Chief Executive Officer, as filed), filing under that title since 2019-06-13, 7.4 years (top 28% of its family); the 11 officers and directors filing in the last fifteen months have been on the record a median of 5.3 years (top 47%); 9 officer or director changes were reported on Form 8-K since 2023-11-13, against the 11 people in charge now (bottom 18%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge9 in three years among 11 peoplebottom 18% of its family
  • the median years the people in charge have filed5.3 yearstop 47% of its family
  • the chief executive's years on the record7.4 yearstop 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.1/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.7/10

How much room does it have to grow?

top 43% of 29 in its family for room to expand.

weight 22% of this tense · 57th percentile among 29 sector filers · read for itself

From the record

Chewy, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $860 million against no long-term debt tagged leaves 25.5% of its assets as net cash, top 39% of its family; cash from operations less capital spending is 4.5% of revenue (top 19%); a gross margin of 29.8% (bottom 28%) (its annual report).

What it rests on

  • cash less debt against assets25.5%top 39% of its family
  • cash from operations less capital spending against revenue4.5%top 19% of its family
  • gross margin29.8%bottom 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
4.0/10

What could actually drive growth from here?

bottom 40% of 29 in its family for growth drivers.

weight 45% of this tense · 40th percentile among 29 sector filers · read for its customers

From the record

Chewy, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 7.6% a year over the last three filed years against 25% over all 9, slowing (bottom 19% of its family); the newest year grew 6.3% (top 47%); capital spending grew -17.5% a year (bottom 48%) (its annual reports). Chewy, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span-17.5 points a yearbottom 19% of its family
  • the newest year's revenue growth6.3%top 47% of its family
  • three-year growth of capital spending-17.5%bottom 48% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
3.3/10

Did its newest year beat what its own record pointed to?

bottom 33% of 25 in its family for expectations against reality.

weight 33% of this tense · 33rd percentile among 25 sector filers · read for its shareholders

From the record

Chewy, Inc.'s newest year against its own record: revenue of $13 billion in fiscal 2026 came in 1.8% below the $13 billion its prior three years' pace pointed to (bottom 34% of its family); net income of $223 million against a prior three-year average of $161 million (bottom 38%); a net margin of 1.8% against 1.4% before (bottom 26%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-1.8%bottom 34% of its family
  • net income against the prior three years' average+39%bottom 38% of its family
  • net margin against its prior average+0.4 pointsbottom 26% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton CHWY · research, not advice