Chewy, Inc. (CHWY): A Bull Case Theory
We came across a bullish thesis on Chewy, Inc. on wallstreetbets subreddit by Sliceofcheddarbtween. In this article, we will summarize the bulls’ thesis on CHWY.
Chewy Inc. (CHWY)
Market is closed
Sector: Consumer Cyclical
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Holocene Advisors Brandon Haley | 6,939,051 | $295,742,354 | -36% | 0.72% |
| 2. | Balyasny Asset Management Dmitry Balyasny | 5,115,809 | $218,035,780 | +124% | 0.33% |
| 3. | AQR Capital Management Cliff Asness | 4,631,343 | $196,322,631 | +232% | 0.16% |
| 4. | Renaissance Technologies Jim Simons | 4,591,982 | $195,710,273 | +161% | 0.26% |
| 5. | Point72 Asset Management Steve Cohen | 4,146,960 | $176,743,423 | +75% | 0.35% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $20.38 | 12,242 | $249,518.89 | 141,790 | 2023-12-14 | Filing | |
| $19.60 | 15,353 | $300,992.49 | 129,548 | 2023-12-12 | Filing | |
| $27.48 | 167,978 | $4,616,640.16 | 325,987 | 2022-06-13 | Filing | |
| $26.92 | 13,500 | $363,375.45 | 158,009 | 2022-06-13 | Filing | |
| $27.71 | 144,509 | $4,003,853.06 | 144,509 | 2022-06-06 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.65 | 13,280,212 | $499,999,981.80 | 0 | 2025-10-09 | Filing | |
| $34.69 | 46,765 | $1,622,277.85 | 229,702 | 2025-09-15 | Filing | |
| $35.57 | 4,264 | $151,672.61 | 72,549 | 2025-08-04 | Filing | |
| $35.57 | 29,557 | $1,051,357.27 | 540,406 | 2025-08-04 | Filing | |
| $35.57 | 20,142 | $716,461.01 | 29,464 | 2025-08-04 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,874,294 | $116,265,192 | 0.12% | |
| 2. | 2,557,457 | $101,121,850 | 0.16% | |
| 3. | 808,660 | $32,710,298 | 1.83% | |
| 4. | 522,254 | $21,125,174 | 0.03% | |
| 5. | 126,125 | $5,037,432 | 0.3% |
News See All
Jim Cramer Says Chewy, Inc. (CHWY)'s Wasn't As Bad As The Sellers Thought
Chewy, Inc. (NYSE:CHWY) is a well-known pet products company. Its shares have gained 7.8% year-to-date, and Cramer discussed the firm on the day the stock closed 16.6% lower.
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Chewy Inc. (CHWY) Posts Impressive Q2 Results on Revenue Growth
Chewy Inc. (NYSE:CHWY) is one of the best defensive stocks to buy, according to Steve Cohen.
10 Best Defensive Stocks to Buy According to Steve Cohen
Is it time to rebalance investment portfolios on equity valuations soaring with the S&P 500 powering through the 6,500 level? That’s the big question as uncertainty in the US economy hits hard amid ...
Chewy (CHWY) Loses 16.6% on Steep Profit Drop
In an updated report, Chewy, Inc. (NYSE:CHWY) said net income fell by 79 percent to $62 million from $299.1 million in the same period last year.
Chewy, Inc. (NYSE:CHWY) Q2 2025 Earnings Call Transcript
Operator: Hello, everyone, and welcome to the Chewy Second Quarter 2025 Earnings Call. My name is Emily, and I'll be coordinating your call today.
JMP Securities Boosts Chewy (CHWY) Price Target to $48 from $39
The firm pointed to the large American pet spending market, which hit $152 billion in 2024, and noted that the growing trend of treating pets like family is driving future growth.
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