CHWY

PDD Holdings Inc. Sponsored ADR (PDD) came out with quarterly earnings of $1.38 per share, missing the Zacks Consensus Estimate of $2.23 per share. This compares to earnings of $1.56 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -37.98%. A quarter ago, it was expected that this company would post earnings of $3.41 per share when it actually produced earnings of $2.53, delivering a surprise of -25.81%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. PDD Holdings Inc. Sponsored ADR, which belongs to the Zacks Internet - Commerce industry, posted revenues of $15.4 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 3.4%. This compares to year-ago revenues of $13.18 billion. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. PDD Holdings Inc. Sponsored ADR shares have lost about 14.8% since the beginning of the year versus the S&P 500's gain of 9.8%. While PDD Holdings Inc. Sponsored ADR has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for PDD Holdings Inc. Sponsored ADR was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the mark...

PLANTATION, Fla., May 18, 2026--(BUSINESS WIRE)--Chewy, Inc. (NYSE: CHWY) ("Chewy"), a trusted destination for pet parents and partners everywhere, announced today that it will report fiscal first quarter 2026 financial results before the market opens on Wednesday, June 10, 2026. Management will host a conference call and webcast to discuss the company's financial results at 8:00 am ET. To access the conference call by phone, please visit this link for registration (Phone Registration Link) to be provided with dial in details, including a unique PIN to access the conference call. To avoid delays, we encourage participants to register in advance or at a minimum 15 minutes before the start of the call. A live audio webcast can be accessed on the company’s investor relations website at https://investor.chewy.com and a replay of the conference call will also be available on the company’s investor relations website for at least 90 days following the event. Chewy Fiscal First Quarter 2026 Financial Results Conference CallWhen: Wednesday, June 10, 2026Time: 8:00 am ETLive webcast and replay: https://investor.chewy.com Conference call registration: Phone Registration Link About Chewy Our mission is to be the most trusted and convenient destination for pet parents and partners everywhere. We believe that we are the preeminent online source for pet products, supplies and prescriptions as a result of our broad selection of high-quality products and services, which we offer at competitive prices and deliver with an exceptional level of care and a personal touch to build brand loyalty and drive repeat purchasing. We seek to continually develop innovative ways for our customers to engage with us, as our websites and mobile applications allow our pet parents to manage their pets’ health, wellness, and merchandise needs, while enabling them to conveniently shop for our products. We partner with approximately 4,000 of the best and most trusted brands in the pet industry, and we create and offer our own private brands. Through our websites and mobile applications, we offer our customers approximately 190,000 products and services offerings, to bring what we believe is a high-bar, customer-centric experience to our customers. View source version on businesswire.com: https://www.businesswire.com/news/home/20260518327034/en/ Contacts Investor Contact: [email protected] Media Contact:...

Sally Beauty Holdings, Inc. SBH is likely to register top-line growth when it reports second-quarter fiscal 2026 earnings on May 11, before the opening bell. The Zacks Consensus Estimate for revenues is pegged at $899.23 million, suggesting growth of 1.8% from the prior-year quarter's level. The company is expected to witness a year-over-year decline in its bottom line. The Zacks Consensus Estimate, which has been stable over the past 30 days at 41 cents a share, indicates a decline of 2.4% compared to the prior year. Sally Beauty Holdings, Inc. price-consensus-eps-surprise-chart | Sally Beauty Holdings, Inc. Quote Sally Beauty, a specialty retailer and distributor of professional beauty supplies, has a trailing four-quarter earnings surprise of 10.9%, on average. In the last reported quarter, the company’s bottom line beat the Zacks Consensus Estimate by 2.1%. SBH’s second-quarter performance is likely to have benefited from continued strength in its core hair color category, which remains a highly resilient segment across both the consumer-facing Sally Beauty business and the professional-focused Beauty Systems Group. At its first-quarter earnings call, management also noted that salon customers continue prioritizing hair services even in a cautious macro environment, reinforcing the defensive nature of the category. For the quarter to be reported, the company expects continued momentum from color demand alongside launches such as Keratin Complex and Milkshake at BSG. The Zacks Consensus Estimate indicates 1.8% and 1.6% increases in Sally Beauty Supply and Beauty Systems Group revenues, respectively, for the quarter under review. Another key factor likely shaping the quarter is sustained traction from customer acquisition and personalization initiatives. Sally Beauty continues to benefit from its Licensed Colorist OnDemand (“LCOD”) platform, which management described as a meaningful customer acquisition and retention driver. In addition, SBH’s “Save While You Skip the Salon” campaign, CRM initiatives, performance marketing and personalization strategies have been resonating particularly well with millennial and Gen Z consumers. BSG is also expanding targeted offers and journey optimization efforts, which likely contributed positively to customer reactivation and spending trends in the quarter under review. Product innovation and category expansion initiat...

Central Garden & Pet Company CENT turned in a strong second-quarter fiscal 2026, with adjusted earnings of $1.29 per share, up 24% from $1.04 a year ago. The results beat the Zacks Consensus Estimate of adjusted earnings of $1.08 by 19.4%. Net sales of $906.2 million increased 8.7% year over year and topped the consensus mark of $838 million by 8.1%. The strong top-line performance was driven by growth across both operating segments, shipment timing shifts from the first quarter into the second and continued strength in higher-margin consumables categories. Central Garden & Pet Company price-consensus-eps-surprise-chart | Central Garden & Pet Company Quote Gross profit rose to $299.6 million from $273.1 million a year ago. The gross margin expanded 30 basis points to 33.1%. CENT’s gross profit trends reflected improved scale, even as the company managed mix and cost dynamics. Adjusted gross profit rose to $299.6 million from $277.5 million a year ago, supported by higher volume across both segments. The adjusted gross margin was 33.1% versus 33.3% in the prior-year quarter. Management attributed the margin profile to productivity gains and a favorable mix in Pet, which helped offset higher manufacturing costs and a lower-margin sales mix in Garden. We estimated the adjusted gross margin to be 33.4% in the quarter under review. Central Garden & Pet converted the quarter’s gross profit into improved operating performance through tighter cost control and SG&A leverage. Operating income rose sharply to $113.9 million from $93.3 million in the prior-year period, while the operating margin improved to 12.6% from 11.2%. Adjusted operating income increased to $114.2 million from $98.7 million in the year-ago quarter. The adjusted operating margin improved to 12.6% from 11.8%. Adjusted EBITDA increased to $139 million from $123 million, while the adjusted EBITDA margin expanded 60 basis points year over year to 15.4%. Adjusted SG&A expenses were $185.5 million, beating our estimate of $182.4 million and rising 3.7% year over year. However, as a percentage of sales, adjusted SG&A improved to 20.5% from 21.6%, reflecting sales leverage and continued simplification initiatives. Central Garden & Pet’s Pet segment turned in steady growth and a sharp improvement in profitability. The Pet segment generated net sales of $477 million, beating our estimate of $445.4 million an...

It has been about a month since the last earnings report for Chewy (CHWY). Shares have lost about 5% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Chewy due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts. Chewy reported solid fourth-quarter fiscal 2025 results, wherein the top line beat the Zacks Consensus Estimate and the bottom line missed the same. Also, sales increased and earnings declined year over year. Chewy posted adjusted earnings of 27 cents per share, which missed the Zacks Consensus Estimate of 28 cents. The figure decreased 3.6% from the prior-year period. The company reported net sales of $3,264.7 million, surpassing the Zacks Consensus Estimate of $3,256 million. The figure increased 0.5% from $3,247.4 million posted in the year-ago period, driven by strong execution, continued market share gains in a stable category environment and consistent performance across both customer growth and spend per customer. The Autoship subscription program remained a cornerstone of Chewy’s model. Autoship customer sales grew 4.8% to $2.74 billion, outpacing overall net sales growth. The metric represented 84% of total net sales, a record for the company and an increase from 80.6% in the prior-year period. The company ended the quarter with 21.3 million active customers, which reflected a 4% increase year over year, supported by continued improvement across customer acquisition, retention and engagement metrics. Chewy’s net sales per active customer reached $591, reflecting a 2.2% year-over-year increase, driven by improved customer engagement and higher spending per user. Chewy’s gross profit increased 3.6% year over year to $959.7 million from $926 million. The gross margin expanded 90 basis points (bps) to 29.4% compared with 28.5% in the year-ago quarter, driven by growth in sponsored ads, a favorable mix toward higher-margin categories and a rational promotional environment. SG&A expenses declined 2.3% year over year to $684.6 million from $700.7 million in the fiscal quarter. As a percentage of net sales, this metric declined 60 basis points year over year to 21%. Advertising and...

ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Mid Cap Strategy”. A copy of the letter can be downloaded here. Mid-cap stocks showed strong performance in Q1, with the Russell Midcap Index rising 1.3%, outperforming both large-cap and small-cap stocks. In contrast, large-cap equities dropped 4.2%, while small-caps increased by only 0.9%; this dynamic suggested broadening in market leadership. Though investor concerns about the US-Israel-Iran conflict influenced mid-cap stocks, their performance was more focused on company fundamentals and sector trends. However, the ClearBridge Mid Cap Strategy underperformed its benchmark due to challenges in the IT, health care, and consumer discretionary sectors. The Strategy focuses on the consumer discretionary sector, acquiring firms that can perform in a variety of circumstances while being adaptable as the environment changes. Please review the Strategy’s top five holdings to gain insights into their key selections for 2026. In its first-quarter 2026 investor letter, ClearBridge Mid Cap Strategy highlighted stocks like Chewy, Inc. (NYSE:CHWY). Chewy, Inc. (NYSE:CHWY) is an online retailer of pet food and treats, supplies, and pet healthcare products, as well as pet services. On April 9, 2026, Chewy, Inc. (NYSE:CHWY) closed at $26.00 per share. One-month return of Chewy, Inc. (NYSE:CHWY) was 2.08%, and its shares lost 24.99% over the past 52 weeks. Chewy, Inc. (NYSE:CHWY) has a market capitalization of $10.83 billion. ClearBridge Mid Cap Strategy stated the following regarding Chewy, Inc. (NYSE:CHWY) in its Q1 2026 investor letter: Chewy, Inc. (NYSE:CHWY) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 56 hedge fund portfolios held Chewy, Inc. (NYSE:CHWY) at the end of the fourth quarter, compared to 57 in the previous quarter. While we acknowledge the potential of Chewy, Inc. (NYSE:CHWY) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Chewy, Inc. (NYSE:CHWY) and shared the list of most active mid-cap stocks to in...

Investors might want to bet on Chewy (CHWY), as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook. The upward trend in estimate revisions for this online pet store reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. This insight is at the core of our stock rating tool -- the Zacks Rank. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. For Chewy, strong agreement among the covering analysts in revising earnings estimates upward has resulted in meaningful improvement in consensus estimates for the next quarter and full year. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: The earnings estimate of $0.43 per share for the current quarter represents a change of +22.9% from the number reported a year ago. The Zacks Consensus Estimate for Chewy has increased 5.14% over the last 30 days, as five estimates have gone higher while one has gone lower. The company is expected to earn $1.62 per share for the full year, which represents a change of +27.6% from the prior-year number. In terms of estimate revisions, the trend for the current year also appears quite encouraging for Chewy. Over the past month, seven estimates have moved higher compared to no negative revisions, helping the consensus estimate increase 9.07%. The promising estimate revisions have helped Chewy earn a Zacks Rank #2 (Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500. Investors have been betting on Chewy because of its solid estimate revisions, as evident from the stock's 5.7%...

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Chewy (CHWY) is back in focus after its latest earnings report and a completed share repurchase program, as investors weigh Autoship driven margin gains against mixed full year profit figures and recent stock performance. See our latest analysis for Chewy. Chewy’s recent earnings beat and completed US$250.95m buyback arrive as the share price trades at US$26.87, with a 30 day share price return of 5.66% but a 1 year total shareholder return decline of 14.89%, suggesting short term momentum while longer term sentiment remains cautious. If Autoship and pet health services interest you, it may be a good moment to broaden your watchlist and check out 20 top founder-led companies With Chewy trading at US$26.87, a sizeable analyst target gap, steady Autoship-driven margins and mixed recent returns, the key question is whether there is meaningful value left on the table or if the market already prices in future growth. Chewy’s most followed narrative pegs fair value at $40.77 versus the last close at $26.87, framing a sizeable valuation gap that hinges on margin expansion and the roll out of newer revenue streams. Read the complete narrative. Curious how an ad product, a subscription tier and vet clinics combine into that fair value? The narrative leans heavily on faster earnings growth and richer margins. The real swing factor sits in how much operating leverage those forecasts assume. Result: Fair Value of $40.77 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story can change quickly if Autoship demand weakens or new areas like Vet Care Clinics and sponsored ads do not scale as analysts expect. Find out about the key risks to this Chewy narrative. That 34.1% fair value gap from the narrative sits awkwardly beside Chewy’s current P/E of 50.3x, which is much richer than the US Specialty Retail average of 18.8x and a fair ratio of 26x. If sentiment cools, the share price could drift toward that lower band instead. See what the numbers say about this price — find out in our valuation breakdown. If this mix of optimism and caution feels familiar, do not wait too long to look through the numbers yourself and weigh both sides. Then check the 2 key rewards and 1 important warning sign If Chewy is o...

For the quarter ended January 2026, Chewy (CHWY) reported revenue of $3.26 billion, up 0.5% over the same period last year. EPS came in at $0.27, compared to $0.28 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $3.26 billion, representing a surprise of +0.27%. The company delivered an EPS surprise of -3.57%, with the consensus EPS estimate being $0.28. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Chewy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Active customers: 21,327 versus the seven-analyst average estimate of 21,277. Net sales per active customer: $591.00 versus the four-analyst average estimate of $593.06. Net Sales- Hardgoods: $399.4 million versus $375.99 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.3% change. Net Sales- Consumables: $2.27 billion versus $2.28 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.7% change. View all Key Company Metrics for Chewy here>>> Shares of Chewy have returned +0.4% over the past month versus the Zacks S&P 500 composite's -5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Chewy (CHWY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Chewy, Inc. CHWY reported solid fourth-quarter fiscal 2025 results, wherein the top line beat the Zacks Consensus Estimate and the bottom line missed the same. Also, sales increased and earnings declined year over year. The company delivered a strong fourth quarter, supported by consistent execution across its customer growth and engagement initiatives. Its Autoship program continued to drive recurring demand, while improvements in product mix and operational efficiency contributed to better margin expansion. Strategic focus on areas such as private brands, healthcare offerings and AI-driven efficiencies is also enhancing scalability and strengthening the overall business model. Management highlighted confidence in sustaining share gains, expanding margins and driving long-term profitable growth, even in a stable industry environment. The combination of steady demand trends, improving profitability and strong cash generation boosted investor sentiment. As a result, shares of CHWY gained 13.3% in yesterday’s trading session. Chewy posted adjusted earnings of 27 cents per share, which missed the Zacks Consensus Estimate of 28 cents. The figure decreased 3.6% from the prior-year period. The company reported net sales of $3,264.7 million, surpassing the Zacks Consensus Estimate of $3,256 million. The figure increased 0.5% from $3,247.4 million posted in the year-ago period, driven by strong execution, continued market share gains in a stable category environment and consistent performance across both customer growth and spend per customer. The Autoship subscription program remained a cornerstone of Chewy’s model. Autoship customer sales grew 4.8% to $2.74 billion, outpacing overall net sales growth. The metric represented 84% of total net sales, a record for the company and an increase from 80.6% in the prior-year period. The company ended the quarter with 21.3 million active customers, which met the consensus estimate and reflected a 4% increase year over year, supported by continued improvement across customer acquisition, retention and engagement metrics. Chewy’s net sales per active customer reached $591, reflecting a 2.2% year-over-year increase, driven by improved customer engagement and higher spending per user. The consensus estimate for net sales per active customer was pegged at $593 in the quarter under review. Chewy’s gross profit increased 3.6% year...

Chewy, Inc. CHWY is likely to report top-line growth when it reports fourth-quarter fiscal 2025 results tomorrow. The Zacks Consensus Estimate for quarterly sales is currently pegged at $3.3 billion, showing a 0.3% rise from the year-ago quarter’s tally. The consensus mark for earnings for the fiscal fourth quarter has been stable over the past 30 days at 28 cents a share. This remains comparable with the year-earlier quarter’s reported figure. This pet food and other pet-related supplier delivered an earnings surprise of 10.7%, on average, in the trailing four quarters. In the last reported fiscal quarter, Chewy recorded an earnings surprise of 6.7%. Chewy’s performance for the fiscal fourth quarter is likely to have benefited from its digital capabilities, product assortments and expansion efforts. Management has been making technology upgrades for its website and online platforms to drive sales. Resiliency in the pet category and strength in the value proposition have been positive. Its expansion into pet healthcare and high-margin services has been encouraging. Chewy’s Autoship program, which provides predictable, recurring revenues while improving operational efficiency and customer retention, is proving beneficials. This is complemented by the expansion of Chewy+, a paid membership offering designed to increase order frequency, encourage discovery across categories and drive higher spending per customer. It is also strengthening its flywheel model that connects Autoship, Chewy+ and a personalized mobile app experience. Chewy is placing strong emphasis on data-driven marketing and a mobile-first strategy to improve customer acquisition and retention. By leveraging advanced analytics, personalized experiences and improved app functionality, the company has been increasing conversion rates, attracting higher-quality customers and boosting marketing efficiency. All such strengths are likely to drive fourth-quarter fiscal 2025 results. Aforesaid factors are likely to have driven net sales per active customer and autoship customer sales in the quarter under review. The Zacks Consensus Estimate for net sales per active customer is presently $593, showing a rise of 2.6% from the year-earlier quarter. On the flip side, a tough operating environment, coupled with any deleverage in expenses, is likely to have posed challenges. A subdued industry demand environmen...

Asking for a Trend host Josh Lipton takes a look at the top stories for investors to watch on Wednesday, Mar. 25. Quarterly earnings reports are expected from Chewy (CHWY), Paychex (PAYX), PDD Holdings (PDD), and Beyond (BYND). Federal Reserve Governor Stephen Miran will be delivering remarks. Make sure to catch Yahoo Finance's exclusive interview with Chewy CEO Sumit Singh on Wednesday at 3 p.m.