13F Pro Quality Score

61.3/100

Rank #811 of 2,879 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

55.7/100

Profitability

42.5/100

Balance Sheet

82.6/100

Earnings Quality

91.9/100

Free Cash Flow

44.9/100

Institutional Flow

54.5/100

Revenue Scale

88.8/100

Dilution Risk

38.3/100

CHWY Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Chewy, Inc. (CHWY), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores CHWY at 61.3/100 on a 32-signal composite quality model, placing it at rank #811 of 2,879 stocks — the top half of the AI-ranked universe. CHWY scores in the top quartile across earnings quality (91.9), revenue scale (88.8), balance sheet strength (82.6). Shareholder dilution risk is elevated at 38.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2027), Chewy, Inc. reports quarterly revenue of $3.4B, net income of $94.8M, an operating margin of 3.8%. Top institutional holders of CHWY by reported 13-F value include BC Partners PE, BlackRock,, AQR CAPITAL MANAGEMENT, based on the most recent SEC filings. CHWY trades on the NYSE exchange and files with the SEC under CIK 1766502. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CHWY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Chewy, Inc. directly from SEC EDGAR. Chewy, Inc.'s 13F Pro composite quality score has ranged between 8 and 69 since 2021, currently 61.3 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

Fun facts about Chewy, Inc.

Quirks, history, and lore behind CHWY — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. e-commerce company · publicly traded · focused entirely on the consumer discretionary sector · headquartered in Florida.
  • 2
    The Numbers
    Annual revenue of roughly $11 billion, yet it spent years burning cash to win customers — because once they're hooked, they almost never leave.
  • 3
    The History
    Founded in 2011, it was acquired by PetSmart for a then-record $3.35 billion in 2017 — the largest e-commerce acquisition in history at the time — before spinning back out as a public company in 2019.
  • 4
    The Secret
    Its superpower is autoship subscriptions — customers set up recurring deliveries and the company barely has to sell to them again, generating over 75% of revenue on autopilot.
  • 5
    The Lore
    Famous for sending customers hand-painted portraits of their pets and flowers when a beloved animal passes away — a customer-service flex so wholesome it goes viral constantly.
  • 6
    The Giveaway
    This online retailer sells food, toys, and medicine for your furry family members — and its name sounds like exactly what your dog does to its favorite bone.
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Revenue

Q1 2027

$3.4B

Net Income

Q1 2027

$94.8M

Free Cash Flow

Q1 2027

$70.8M

Operating Margin

Q1 2027

3.8%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+6.4% YoY
$11.86BFY 2025
FY22 $8.97BFY23 $10.12BFY24 $11.15BFY25 $11.86B

Net Income

+891.7% YoY
$392.7MFY 2025
FY22 $-75.2MFY23 $49.9MFY24 $39.6MFY25 $392.7M

Operating Income

+577.1% YoY
$112.6MFY 2025
FY22 $-73.6MFY23 $56.4MFY24 $-23.6MFY25 $112.6M

EPS (Diluted)

+911.1% YoY
$0.91FY 2025
FY22 $-0.18FY23 $0.12FY24 $0.09FY25 $0.91

Total Assets

-5.4% YoY
$3.01BFY 2025
FY22 $2.09BFY23 $2.52BFY24 $3.19BFY25 $3.01B

Op. Cash Flow

+22.6% YoY
$596.3MFY 2025
FY22 $191.7MFY23 $349.8MFY24 $486.2MFY25 $596.3M

AI Insight: CHWY Financial Trends

Chewy returned to double-digit operating margins in Q2 2026 after a brief dip, driven by revenue growth to $3.36B and operating income hitting $128M.

Operating income rebounded to $128M in Q2 2026 from $42M in Q1 2026, marking strongest quarter since Q2 2025's $77M.

Revenue grew 3.1% from Q1 2026 ($3.27B) to Q2 2026 ($3.36B), sustained acceleration above Q3–Q4 2025 baseline of ~$3.1B.

Operating cash flow surged to $263M in Q1 2026, then moderated to $108M in Q2 2026—still elevated versus Q2 2025's $86M.

Net income volatility: swung from $95M in Q2 2026 to $39M in Q1 2026, suggesting uneven profitability despite margin recovery.

Operating cash flow declined sharply Q1→Q2 2026 ($263M → $108M), largest sequential drop in dataset—monitor working capital trends.

AI Insight: CHWY Ratio Trends

Chewy swung to 3.8% operating margin in Q2 2026 after a weak Q1, driven by sharp ROE and ROA rebounds to 89.4% and 11.5%.

Operating margin recovered to 3.8% in Q2 2026 from 1.3% in Q1 2026, reversing a three-quarter downtrend.

ROE surged to 89.4% in Q2 2026 from 31.5% in Q1 2026; ROA rose to 11.5% from 4.7%.

TTM ROIC at 72.1% masks severe Q1 2026 weakness (34.1%), suggesting seasonal or transient Q1 pressure.

Q1 2026 operating margin (1.3%) and ROIC (34.1%) both hit multi-quarter lows; Q2 rebound could be seasonal.

NPM compressed to 1.2–2.8% range over past year; profitability remains structurally thin.

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Available Research

13F Pro tracks comprehensive data for Chewy, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of CHWY

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Is CHWY a good stock to buy?

13F Pro's AI-powered analysis of Chewy, Inc. (CHWY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CHWY are available on the CHWY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own CHWY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CHWY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Chewy, Inc.'s investment landscape.