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CHWY Earnings Sell-Off Shows ‘Too-High’ Expectations

CHWY Earnings Sell-Off Shows ‘Too-High’ Expectations

Schwab Network · Schwab Network

June 11, 20256m 18s

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Show Notes

Dan Geltrude and Tom Essaye break down Chewy (CHWY) earnings and the post-report sell-off. Tom says the market wanted a “beat and raise” but got a “beat and reiterate,” and thinks the drop is overblown. Dan agrees, saying investors had “too high expectations” and there is no “operational weakness” in the company. “I’m looking for bad news here – and I just don’t see it!”


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