Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

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Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Deep dive on Chewy ($CHWY)

Deep dive on Chewy ($CHWY)

Jonah Lupton's avatar
Jonah Lupton
Jan 22, 2024
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Jonah’s Growth Stock Deep Dives
Paid subscribers get 2-3 deep dives per month (8,000+ words) and 2-3 mini deep dives per month (2,000+ words) plus access to Jonah's investment portfolio (up +134.7% in 2023), daily activity, daily webcasts and investment models for dozens of stocks
By Jonah Lupton

Paid subscribers to Jonah’s Growth Stock Deep Dives receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +13.3% in 2024, up +134.7% in 2023 and up +1,200% since January 2020) plus my investment models and daily webcasts.


I also run a Stocktwits rooms where I post about my investment portfolio and my trading portfolio (up +97.3% in 2023) including morning newsletter, daily activity updates, daily charts, market/macro opinions, quarterly earnings analysis, daily webcasts and much more.

Stocktwits room



Chewy logo in transparent PNG and vectorized SVG formats

Company: Chewy

Date published: August 2023

Ticker: (CHWY)

Website: Chewy.com

IPO date: June 14, 2019 (traditional IPO)

IPO price: $22.00

Current stock price: $25.76

Outstanding shares: 427.4 million (dual-class)

52 week high: $52.88 on February 03, 2023

52 week low: $27.77 on August 17, 2023

ATH: $120.00 on February 16, 2021

Market cap: $11.09 billion

Net cash/debt: +$275 million

Enterprise value: $10.825 billion

Headquarters: Boston, MA, and Plantation, FL, United States

Number of employees: ~19,400+

Average price target from analysts: $39.75 (STA) to $44.08 (Yahoo)


Investor Relations:

https://investor.chewy.com

Q1 2023 Earnings Report: https://investor.chewy.com/news-and-events/news/news-details/2023/Chewy-Announces-First-Quarter-2023-Financial-Results/default.aspx 

Q1 2023 Letter to Shareholders: https://s23.q4cdn.com/610444331/files/doc_financials/2023/q1/Q1-2023-Shareholder-Letter-FINAL.pdf 


Outline

  1. Introduction

  2. Company Background

  3. Opportunity

  4. Business Model

  5. Competitive Advantages

  6. Risks

  7. Valuation

  8. Investment Model

  9. Analysts

  10. Technicals

  11. Conclusion

  12. Additional Sources

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