CHEWY INC. DL-,01

Chewy shares are about 80% below their record high despite a 17.5% gain over the 90 days through Aug. 20. Analyst cautions cite declining vet visits, signs that pet ownership may be turning into a luxury, and a shift toward pricier products that could limit long-term growth. The company reports fiscal Q2 results on Sept. 9, a potential catalyst, and is pursuing a transition from online retailer to tech-driven pet healthcare, but analysts remain divided and the stock is not yet a clear "no-brainer" buy. » Plus sur finance.yahoo.com

William G. Billings, Chewy chief accounting officer, sold 11,134 shares on July 31, 2026 for about $254,000 to satisfy tax obligations from vested restricted stock units. After the transaction he holds 56,094 shares directly and retains time-vesting and performance RSUs scheduled to vest through March 2028. The sale was non-discretionary and not seen as a signal of changed insider sentiment; it occurred as Chewy reports TTM revenue of $12.8 billion and a stock decline of about 38% over the prior year. » Plus sur finance.yahoo.com

UBS lowered its price target on Chewy to $24 from $32 and kept a Neutral rating, saying the retailer is maturing and more exposed to macroeconomic pressures. The firm expects Chewy's stock to remain in its recent range and wants more realistic expectations for the back half of the year. Chewy reported Q1 net sales of $3.36 billion (+7.7% y/y), net income of $94.8 million, adjusted EBITDA of $253.1 million, and added nearly 200,000 net customers while improving gross margin to 30.1%. » Plus sur finance.yahoo.com