Chewy's Year Ahead Looks Solid, Despite Continued Fears -- Market Talk

Dow Jones03-24

12:24 ET -- Investor sentiment around Chewy is mixed, JPMorgan analysts say in a research note. The company's stock has fallen about 30% since its FY3Q report in December, a drop the analysts attribute primarily to concerns around Chewy's sales growth and customer additions. And broadly, sentiment around small- to mid-cap e-commerce companies is negative due to AI-related risks, they add. Some of these fears may be overblown, though. The analysts point out that Chewy grew about two times faster than the broader pet-supplies industry last quarter, and that recent data suggest accelerating trends. "We believe Chewy remains confident in market share gains given improved product, execution and marketing," they write. Chewy is scheduled to report FY4Q earnings Tuesday. (connor.hart@wsj.com)

(END) Dow Jones Newswires

March 23, 2026 12:24 ET (16:24 GMT)

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The analysts point out that Chewy grew about two times faster than the broader pet-supplies industry last quarter, and that recent data suggest accelerating trends. \"We believe Chewy remains confident in market share gains given improved product, execution and marketing,\" they write. Chewy is scheduled to report FY4Q earnings Tuesday. 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The company's stock has fallen about 30% since its FY3Q report in December, a drop the analysts attribute primarily to concerns around Chewy's sales growth and customer additions. And broadly, sentiment around small- to mid-cap e-commerce companies is negative due to AI-related risks, they add. Some of these fears may be overblown, though. The analysts point out that Chewy grew about two times faster than the broader pet-supplies industry last quarter, and that recent data suggest accelerating trends. \"We believe Chewy remains confident in market share gains given improved product, execution and marketing,\" they write. Chewy is scheduled to report FY4Q earnings Tuesday. (connor.hart@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 23, 2026 12:24 ET (16:24 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1169590202.USD","symbol_name":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2621370029","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2621370029","pubTimestamp":1774283040,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"12:24 ET -- Investor sentiment around Chewy is mixed, JPMorgan analysts say in a research note. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","LU1941712264.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU1941712348.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"AT\" (USD) ACC","BK4122":"互联网与直销零售","BK4200":"专卖店","CHWY":"Chewy, Inc.","BK4588":"碎股"},"translate_title":"尽管市场担忧持续存在，但Chewy未来的一年看起来很稳健","themeId":"8603dabb40994e59ac78c04c930c0d49","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHWY":0.9},"content_text":"12:24 ET -- Investor sentiment around Chewy is mixed, JPMorgan analysts say in a research note. The company's stock has fallen about 30% since its FY3Q report in December, a drop the analysts attribute primarily to concerns around Chewy's sales growth and customer additions. 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