E-commerce pet food and supplies retailer Chewy (NYSE: CHWY) will be reporting results this Wednesday before the bell. Here’s what investors should know.
Chewy met analysts’ revenue expectations last quarter, reporting revenues of $3.26 billion, flat year on year. It was a mixed quarter for the company, with a narrow beat of analysts’ EBITDA estimates but revenue in line with analysts’ estimates.
Is Chewy a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Chewy’s revenue to grow 7.6% year on year, in line with the 8.3% increase it recorded in the same quarter last year.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. Chewy rarely misses Wall Street’s revenue estimates.
Looking at Chewy’s peers in the online retail segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Amazon delivered year-on-year revenue growth of 16.6%, beating analysts’ expectations by 2.4%, and Carvana reported revenues up 52%, topping estimates by 6%. Amazon’s stock price was unchanged after the resultsand Carvana’s price followed a similar reaction.
Read our full analysis of Amazon’s results here and Carvana’s results here.
AI fears in late 2025 triggered a rotation into safer assets, but the US-Iran conflict in spring 2026 shifted anxiety from disruption to geopolitical risk. While some of the online retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.5% on average over the last month. Chewy is down 9.3% during the same time and is heading into earnings with an average analyst price target of $38.85 (compared to the current share price of $20.40).
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