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Ca$htag$: Can Chewy (CHWY) Grow its Customer Base?

Ca$htag$: Can Chewy (CHWY) Grow its Customer Base?

Schwab Network · Schwab Network

March 25, 20259m 31s

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Show Notes

Likefolio’s Landon Swan brings their data on Chewy (CHWY), which has earnings Wednesday premarket. He notes strong web visits and contrasts their report of lower customers but higher revenue. He also looks at Chewy’s autoship feature, which he calls “sticky.” Overall, he says that while Chewy does a great job of keeping existing customers, it needs to grow its user base.


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