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Rosenblatt analyst Scott Devitt maintains Chewy (NYSE:CHWY) with a Neutral and lowers the price target from $25 to $24.
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The article compares Chewy and Uber Technologies as investment options for 2026. Chewy operates in pet e-commerce with expansion into pet health services, while Uber dominates global mobility and delivery. The author recommends Uber due to its larger scale, faster growth across multiple business segments, and substantial free cash flow generation, despite Chewy's loyal customer base and subscription model.
CAVA stock is experiencing a decline as the restaurant industry faces significant headwinds affecting customer visitation. The article examines whether this downturn presents a buying opportunity for investors.
The article compares Chewy, a digital-first pet retailer with an 8.6B market cap, against TJX Companies, a brick-and-mortar off-price retail powerhouse with a 139B market cap. While Chewy offers a cheaper P/S ratio (0.7x vs 2.3x) and growing Autoship subscription revenue, TJX demonstrates superior profitability with a 9.1% net margin versus Chewy's 1.8%, a lower P/E ratio (23.3x vs 32.65x), and stronger free cash flow ($4.9B vs $562.4M). The author recommends TJX Companies as the better buy, citing its consistent ability to beat expectations, strong customer demand for value, and proven track record of profitability across economic cycles.
Class A Common StockPreferred StockDepositary SharesWarrantsSecurities Purchase ContractsUnitsChewy, Inc. may offer and sell, from time to time, in one or more offerings any combination of the following securities: