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What You Can Learn From An Unusual Investment [Forbes]
Last chewy, inc. class a earnings: 12/9 04:15 pm
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Company X is a good case study of how my idea generation process works and over time translates into new ideas for the partnership. The company was a spin-off from a healthcare company, one that I have followed for almost 15 years. The business being spun-off was the global Veterinary Distribution business which distributes drugs and supplies to veterinarians. It wasn’t a normal spin-off, but rather it was a combination of a spin-off with a merger with another company, a rapidly growing young company that provided Software as a Service (SaaS) to vet clinics. This software allows veterinarians to fulfill consumer demand for pet medications via mail and thus recapture a portion of the spend that is leaving the vet channel for online retailers. When the spin-off/merger occurred in February 2019, the stock began trading around $40. It was perceived as a very attractive, high-growth company – and with good reason. The core vet distribution business is very stable, recession-resistant, and
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CHWY
NEWS
NEWS
- Chewy (NYSE:CHWY) had its "buy" rating reaffirmed by analysts at Cowen Inc.[MarketBeat]
- Chewy (NYSE:CHWY) had its "neutral" rating reaffirmed by analysts at UBS Group AG.[MarketBeat]
- Chewy (NYSE:CHWY) had its "overweight" rating reaffirmed by analysts at Piper Sandler.[MarketBeat]
- Chewy (NYSE:CHWY) had its price target lowered by analysts at Citigroup Inc. from $48.00 to $42.00. They now have a "buy" rating on the stock.[MarketBeat]
- Chewy (NYSE:CHWY) had its "market outperform" rating reaffirmed by analysts at Citigroup Inc..[MarketBeat]
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CHWY
SEC Filings
SEC Filings
- 12/4/25 - Form 4
- 12/4/25 - Form 4
- 12/3/25 - Form 144
- CHWY's page on the SEC website
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