Chewy

CHWY

Market cap $16B

Investors with an interest in Internet - Commerce stocks have likely encountered both JD.com, Inc. (JD) and Chewy (CHWY). But which of these two stocks presents investors with the better value opportunity right now?

CHWY's Hardgoods segment surges more than 15% in the fiscal second quarter, boosting margins and prompting higher full-year sales guidance.

I'm upgrading Chewy to a "Buy" rating due to accelerating revenue growth, rising margins, and a vastly expanded recurring Autoship revenue base. CHWY benefits from countercyclical demand, with pet owners shifting into premium buys despite a weaker retail environment. Chewy is expanding into new revenue streams like Chewy+ and pet health insurance. Gross margin improvements and a clean balance sheet position CHWY well, trading at reasonable valuation multiples for its growth profile.

Chewy (CHWY) reached $39.12 at the closing of the latest trading day, reflecting a +2.27% change compared to its last close.

CHWY's robust Q2 results, record Autoship growth and higher sales outlook highlight its strength amid rising costs and competition.

CHWY's Autoship program powers 14.9% sales growth in the second quarter, cementing the role as the backbone of its customer loyalty and long-term gains.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Americans across generations have gotten the message: Investing is a great way to pave the way to wealth and financial freedom. That's probably why more than half of Americans today own stock, and though baby boomers own the largest share, according to data compiled by The Motley Fool, younger folks also have piled into this wealth-building opportunity.

Safety is boring—but boring can be the smartest play when markets are stretched thin. With the S&P 500 trading near record highs and the Federal Reserve cutting rates, investors should reconsider the assumption that this cycle will play out like the last.

Chewy (CHWY 4.52%) is the type of stock the market doesn't pay nearly enough attention to because it's in a category that doesn't grab headlines. The company isn't chasing some cutting-edge technology like artificial intelligence (AI) or quantum computing, it's selling pet food and supplies.