US Equity ยท NYSE ยท Earnings Dossier

CHWY earnings intelligence

Chewy Inc

Consumer Cyclical ยท Internet Retail ยท USD reporting basis

Current earnings profile Mixed earnings transmission

Delivery and market response do not currently form a persistent directional pattern.

Evidence96/100 ยท Deep

Next scheduled catalyst

No forward date is currently stored

The historical dossier remains available while the next calendar date is unconfirmed.

0event risk

Inactive

Countdown-calendar proximity
EPS estimate-provider consensus
Estimate growth-versus comparable year-ago actual
Historical movement10.1%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Earnings ahead

Earnings power is leading market price; the spread is closing and has persisted through 12 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.

Market move-2.6%2023-10-06 to 2026-09-25
Earnings move173.0%trailing diluted EPS
Unresolved spread175.5 ptsClosing
Current multiple18.1xprice divided by TTM EPS
Relationship pressure88/100Extreme
Model confidence98/100High

Move decomposition

Earnings contribution and valuation offset

The market move is separated into the change in trailing earnings power and the offset from relative valuation.

Relationship controls

What qualifies the headline spread

Persistent earnings lead

Earnings power has led market price across several updates.

Business quality supportive

Cash generation and operating evidence are broadly supportive.

Beat rate66.7%8 beats in 12 measured quarters
Average surprise+30.1%median 7.5%
Delivery streak11 consecutive misses
Average response-1.4%12 measured reactions
Result-price confirmation46%same directional sign
Surprise variability48.6 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 18 Sep 2026
EPS growth44.3%year on year
Revenue growth5.1%year on year
Average surprise0.1%latest four quarters
SUE0.23standardised surprise
Net margin1.7%trailing basis
Cash conversion2.60xcash flow / net income
P/E38.0xcurrent snapshot
Data completeness100%alphavantage

Market context

Positioning into the event

Week ending 25 Sep 2026
Weekly close18.27 USDcompleted week
13-week return-1.5%price momentum
Fair-value gap-34.9%price versus current fair value
Relative strength-38.3exchange benchmark
Trend signalInactiveweekly architecture
Next-week stateUndecided49.0%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period9 Sep 202631 Jul 2026 ยท exact
EPS actual / estimate0.16 / 0.18USD
Surprise-11.1%Miss
EPS growth-51.5%year on year
Revenue / growth3330200000+7.3% ยท USD
Next close / four weeks-13.6% / -completed weekly closes
ReadConfirmedresult versus price sign
Reported / period10 Jun 202630 Apr 2026 ยท exact
EPS actual / estimate0.26 / 0.24USD
Surprise+8.3%Beat
EPS growth-25.7%year on year
Revenue / growth3264700000+4.8% ยท USD
Next close / four weeks-6.4% / +1.0%completed weekly closes
ReadDivergedresult versus price sign
Reported / period25 Mar 202631 Jan 2026 ยท exact
EPS actual / estimate0.27 / 0.28USD
Surprise-3.6%Miss
EPS growth-3.6%year on year
Revenue / growth3264700000+0.5% ยท USD
Next close / four weeks+11.8% / +17.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period10 Dec 202531 Oct 2025 ยท exact
EPS actual / estimate0.32 / 0.30USD
Surprise+6.7%Beat
EPS growth+60.0%year on year
Revenue / growth3116600000- ยท USD
Next close / four weeks-2.2% / +0.1%completed weekly closes
ReadDivergedresult versus price sign
Reported / period10 Sep 202531 Jul 2025 ยท exact
EPS actual / estimate0.33 / 0.33USD
Surprise0.0%In-Line
EPS growth+37.5%year on year
Revenue / growth3104200000- ยท USD
Next close / four weeks-18.1% / -11.3%completed weekly closes
ReadContainedresult versus price sign
Reported / period11 Jun 202530 Apr 2025 ยท exact
EPS actual / estimate0.35 / 0.34USD
Surprise+2.9%Beat
EPS growth+133.3%year on year
Revenue / growth3116000000- ยท USD
Next close / four weeks-13.6% / -14.4%completed weekly closes
ReadDivergedresult versus price sign
Reported / period26 Mar 202531 Jan 2025 ยท exact
EPS actual / estimate0.28 / 0.20USD
Surprise+40.0%Beat
EPS growth+55.6%year on year
Revenue / growth3247386000- ยท USD
Next close / four weeks-5.0% / +4.1%completed weekly closes
ReadDivergedresult versus price sign
Reported / period4 Dec 202431 Oct 2024 ยท exact
EPS actual / estimate0.20 / 0.23USD
Surprise-13.0%Miss
EPS growth+33.3%year on year
Revenue / growth-- ยท USD
Next close / four weeks-5.5% / +2.0%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period28 Aug 202431 Jul 2024 ยท exact
EPS actual / estimate0.24 / 0.21USD
Surprise+14.3%Beat
EPS growth-year on year
Revenue / growth-- ยท USD
Next close / four weeks+6.9% / +11.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 May 202430 Apr 2024 ยท exact
EPS actual / estimate0.15 / 0.06USD
Surprise+150.0%Beat
EPS growth-year on year
Revenue / growth-- ยท USD
Next close / four weeks+28.0% / +53.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period20 Mar 202431 Jan 2024 ยท exact
EPS actual / estimate0.18 / 0.09USD
Surprise+100.0%Beat
EPS growth-year on year
Revenue / growth-- ยท USD
Next close / four weeks-4.4% / +1.4%completed weekly closes
ReadDivergedresult versus price sign
Reported / period6 Dec 202331 Oct 2023 ยท exact
EPS actual / estimate0.15 / 0.09USD
Surprise+66.7%Beat
EPS growth-year on year
Revenue / growth-- ยท USD
Next close / four weeks+5.6% / +29.0%completed weekly closes
ReadConfirmedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ยฑ0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context