Chewy (CHWY): Evaluating Valuation After Chewy+ Membership Price Hike and Upbeat Analyst Upgrades

Simply Wall St.

11/08

Chewy (CHWY) is making headlines after announcing a price increase for its Chewy+ membership by moving the annual fee from $49 to $79. Management signals strong confidence in its subscription model ...

網頁鏈接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2581852705"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2581852705\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2581852705?lang=zh_TW&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/4422000-choice1-main-header/1585186589176","is_english":true,"pubTime":"2025-11-08 16:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2581852705","market":"us","top_or_hot":-1,"title":"Chewy (CHWY): Evaluating Valuation After Chewy+ Membership Price Hike and Upbeat Analyst Upgrades","media":"Simply Wall St.","content":"<div>\n<p>Chewy (CHWY) is making headlines after announcing a price increase for its Chewy+ membership by moving the annual fee from $49 to $79. Management signals strong confidence in its subscription model ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-chwy/chewy/news/chewy-chwy-evaluating-valuation-after-chewy-membership-price\">網頁鏈接</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chewy (CHWY): Evaluating Valuation After Chewy+ Membership Price Hike and Upbeat Analyst Upgrades</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChewy (CHWY): Evaluating Valuation After Chewy+ Membership Price Hike and Upbeat Analyst Upgrades\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Simply Wall St.</strong><span class=\"h-time small\">2025-11-08 16:29</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Chewy (CHWY) is making headlines after announcing a price increase for its Chewy+ membership by moving the annual fee from $49 to $79. Management signals strong confidence in its subscription model ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-chwy/chewy/news/chewy-chwy-evaluating-valuation-after-chewy-membership-price\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://simplywall.st/stocks/us/retail/nyse-chwy/chewy/news/chewy-chwy-evaluating-valuation-after-chewy-membership-price\">Simply Wall St.</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CHWY","symbol_name":"Chewy, Inc.","start_time":0,"source_url":"https://simplywall.st/stocks/us/retail/nyse-chwy/chewy/news/chewy-chwy-evaluating-valuation-after-chewy-membership-price","article_id":"2581852705","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4422000-choice1-main-header/1585186589176"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/retail/nyse-chwy/chewy/news/chewy-chwy-evaluating-valuation-after-chewy-membership-price","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2581852705","pubTimestamp":1762590542,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Chewy (CHWY) is making headlines after announcing a price increase for its Chewy+ membership by moving the annual fee from $49 to $79. Management signals strong confidence in its subscription model and future revenue potential with this move.\nSee our latest analysis for Chewy.\nChewy’s latest move to boost its Chewy+ membership fee comes as the stock trades at $33.7, with some bumpy trading. The stock is down 11.9% over the last month but has posted a solid 9.9% total shareholder return in the...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"CHWY":"Chewy, Inc."},"translate_title":"Chewy(CHWY)：在Chewy+会员价格上涨和乐观的分析师升级后评估估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHWY":1.5},"content_text":"Chewy (CHWY) is making headlines after announcing a price increase for its Chewy+ membership by moving the annual fee from $49 to $79. Management signals strong confidence in its subscription model and future revenue potential with this move. See our latest analysis for Chewy. Chewy’s latest move to boost its Chewy+ membership fee comes as the stock trades at $33.7, with some bumpy trading. The stock is down 11.9% over the last month but has posted a solid 9.9% total shareholder return in the past year. Short-term momentum has faded; however, fresh analyst upgrades and positive management moves point to renewed enthusiasm about growth potential, especially as the company leans into its subscription model and captures more value from loyal customers. If this shift in strategy has you wondering what kinds of trends are driving outperformance elsewhere, consider expanding your search and discover fast growing stocks with high insider ownership But with shares trading nearly 45 percent below some analyst price targets and Chewy reporting steady growth, investors might wonder if there is a buying opportunity here, or if the market is already factoring in future gains. AdvertisementMost Popular Narrative: 25.9% Undervalued Chewy’s widely accepted narrative suggests a fair value well above the latest close price, reflecting optimism around transformative new ventures and rising recurring revenues. Here is what’s driving that outlook, straight from the consensus:  Chewy's strategic expansions, such as opening new Chewy Vet Care Clinics, are expected to further penetrate the $25 billion vet services market, likely increasing revenue and active customer engagement in 2025 and beyond.  Read the complete narrative. What is the real engine of this premium price? The consensus hinges on ambitious top-line targets and a projected profit profile that is more optimistic than sector norms. Want to see the exact assumptions underpinning this positive calculation? The narrative includes some bold earnings projections and market share increases you do not want to miss. Result: Fair Value of $45.45 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, reliance on Autoship subscriptions and slower than expected new customer growth remain key risks that could challenge Chewy’s upbeat narrative. Find out about the key risks to this Chewy narrative. Another View: What Do the Multiples Say? Looking at Chewy through the lens of price-to-earnings, the stock trades at 92.5x. This is far above both industry peers (18.4x) and its own fair ratio of 26.8x. This notable gap could mean investors are paying up for future promise, not just today’s performance. Is the premium justified, or does it raise valuation risk? See what the numbers say about this price — find out in our valuation breakdown. NYSE:CHWY PE Ratio as at Nov 2025 Build Your Own Chewy Narrative If you want to dig into the numbers yourself or challenge the consensus view, creating your own detailed narrative is quick and straightforward. Do it your way A great starting point for your Chewy research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for More Investment Ideas? Serious investors know that great opportunities rarely wait around. Accelerate your portfolio and stay ahead of the market by tapping into these standout themes:  Amplify your exposure to breakthrough technologies and see which companies are riding the AI revolution by checking out these 24 AI penny stocks. Maximize your income potential with these 16 dividend stocks with yields > 3% and find stocks delivering reliable yields above 3 percent. Capitalize on untapped upside by targeting undervalued stocks using these 870 undervalued stocks based on cash flows before the crowd takes notice.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}