CHWY Chewy Inc

$CHWY share count is already down about 3% yoy from buybacks. they have already spent 400m this year and still have about 350 left, enough at $18~ to retire roughly 19m more shares, ab 5% of the company. revenue is growing, margins are expanding, cash flow is real, and management is aggressively shrinking the float. cheap stock, improving business, huge buyback. no brainer.

$CHWY Just a matter of time b4 the masses turn to eating pet food in the $DJT economy. So that's good.

$CHWY sitting on 56,000 shares. Not buying any more until management takes a more active role in supporting share price.

$CHWY looks mispriced around ~$20-21. My base case puts intrinsic value around $25–26/share, with a reasonable $25–27 fair-value zone based on mid-single-digit revenue growth, continued margin expansion, solid FCF generation, Autoship stickiness, and ongoing buybacks. This is not a moonshot thesis. It’s a cash-generating, recurring-revenue business trading below fair value. In volatile markets, names like CHWY can also become attractive to traders looking for risk management: defensive consumer exposure, recurring demand, positive FCF, and a valuation that already discounts a lot of pessimism. Below $21 = attractive. $25–27 = fair value. $30+ requires stronger growth/margins. The setup here is less about hype and more about margin of safety + mean reversion toward intrinsic value.

$CHWY Q2 '27 Earnings Results & Recap • Reported GAAP EPS of $0.36 up 9.09% YoY • Reported revenue of $3.33B up 7.28% YoY • Chewy, Inc. management expressed confidence to raise the full-year revenue and profitability outlook, although the company did not provide specific quantified numeric guidance ranges for the remainder of fiscal 2026.

$CHWY Ok logging off and let the market maker do his or her thing. Have a good weekend all. See you guys over $30 in December

$CHWY this could potentially be a hidden gem to buy going into earnings, beaten down and profitable

$CHWY No matter what my pigeons need $400 a month in food and the dogs eat their fair share yet I’m down 40k 🤣

$CHWY Is it worth being long here anymore? Curious what others think? Stock is painful to hold onto. Don’t want to ignore it for a year and realize my money has bled out

$CHWY i dont understand how this and $ADBE struggle so much to trend upwards when their fundamentals are strong. make it make sense!

$CHWY Newsflash I do nott care if you or your mother is shorting this. I am buying a stock that has lost 15% and I know it is worth way more. My calls are 98 days long and the most Oi. Big money spent on them btw. My commons are locked and you can not borrow them. When it has any pullback I will buy more. Unless you are working for Citadel you retail shorts do not matter. Tutes own tons here. And they still are going to retire hundreds of millions of shares. I liked the ER. You all act like it was a huge miss and dillution happened. Mute me because if you reply like an ass you will be blocked

$CHWY Hope everyone has a good rest of the day. I can't look at this shit anymore right now. Some days you just gotta close the app and walk away.

$CHWY I’ve got a strong feeling we’re making some money tomorrow morning when earnings drop. Let’s see what happens. 🚀📈

$CHWY Not loving the HTF look here. All heavy volume seems to be coming in on relief ralies and buy-side liquidity grabs. However, if we see a strong bullish reaction at $17 demand (& LTF liquidity), there will be a trade opportunity back up to $25 supply and potentially $29 liquidity with $15.30 as a respectable risk level

$CHWY holds 41% of the pet e-commerce market share with 84.6% of that on autoship. Walmart or Amazon will have to buy this out if they want that large chunk of market share. It's either that, or try to chip away slowly at it, which would take a long time.

$CHWY so will the range were in now be where we stay for the remainder of the quarter or can we slip even further say to the 15s?

$CHWY the company is actively buying back shares at these prices. This leads me to believe that the market cannot keep it this low for very long, as the company will just continue to buy shares at very undervalued prices.

$CHWY Gotta say it shortie was right. So far we shall see what the next ER brings. It goes up fast as it goes down. All my shares are covered. I have nothing but time.

$CHWY Damn Gamestop is 22.35. We are falling behind. Wake up market maker. Show some pride

$CHWY growing net income subscription company with recession proof pricing and a loyal customer base, if you aren't adding down here more than 80% down from its peak, what are you waiting for? Great potential for increasing income, great buyout candidate, only up from here imo $SPY $QQQ