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.
US Equity · NYSE · Earnings Dossier
CHWY earnings intelligence
Chewy IncConsumer Cyclical · Internet Retail · USD reporting basis
Current earnings profile
Delivery strong, expectations demanding
Results have usually cleared estimates, but price has not consistently rewarded the delivery.
Evidence99/100 · Deep
Next scheduled catalyst
Wednesday 9 September 2026
Time unconfirmed · Fiscal period ending 31 Jul 2026
67event risk
Elevated
Countdown27 dayscalendar proximity
EPS estimate0.18 USDprovider consensus
Estimate growth-45.5%versus comparable year-ago actual
Historical movement9.3%average absolute next weekly close
Three-year earnings transmission
Delivered earnings power versus market price
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-14.4%2023-08-18 to 2026-08-07
Earnings move337.0%trailing diluted EPS
Unresolved spread351.4 ptsClosing
Current multiple19.9xprice divided by TTM EPS
Relationship pressure85/100High
Model confidence76/100High
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.
Starting-base sensitivity
The three-year earnings move begins from an unusually depressed level; compare the shorter horizons before relying on its scale.
Model qualification
The three-year starting earnings level was unusually depressed.
Model qualification
The earnings move is exceptionally large and should be read with its quality confirmation.
Beat rate75.0%9 beats in 12 measured quarters
Average surprise+36.6%median 11.3%
Delivery streak11 consecutive beats
Average response-0.6%12 measured reactions
Result-price confirmation36%same directional sign
Surprise variability47.8 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
EPS growth-48.6%year on year
Revenue growth5.4%year on year
Average surprise2.9%latest four quarters
SUE0.44standardised surprise
Net margin1.6%trailing basis
Cash conversion4.22xcash flow / net income
P/E48.3xcurrent snapshot
Data completeness100%alphavantage
Market context
Positioning into the event
Weekly close23.53 USDcompleted week
13-week return2.4%price momentum
Fair-value gap-16.2%price versus current fair value
Relative strength-28.9exchange benchmark
Trend signalInactiveweekly architecture
Next-week stateNegative42.6%
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.
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period10 Jun 202630 Apr 2026 · exact
EPS actual / estimate0.26 / 0.24USD
Surprise+8.3%Beat
EPS growth-25.7%year on year
Revenue / growth3264700000+4.8% · USD
Next close / four weeks-6.4% / +1.0%completed weekly closes
ReadDivergedresult versus price sign
Reported / period25 Mar 202631 Jan 2026 · exact
EPS actual / estimate0.27 / 0.28USD
Surprise-3.6%Miss
EPS growth-3.6%year on year
Revenue / growth3264700000+0.5% · USD
Next close / four weeks+11.8% / +17.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period10 Dec 202531 Oct 2025 · exact
EPS actual / estimate0.32 / 0.30USD
Surprise+6.7%Beat
EPS growth+60.0%year on year
Revenue / growth3116600000+8.3% · USD
Next close / four weeks-2.2% / +0.1%completed weekly closes
ReadDivergedresult versus price sign
Reported / period10 Sep 202531 Jul 2025 · exact
EPS actual / estimate0.33 / 0.33USD
Surprise0.0%In-Line
EPS growth+37.5%year on year
Revenue / growth3104200000+8.6% · USD
Next close / four weeks-18.1% / -11.3%completed weekly closes
ReadContainedresult versus price sign
Reported / period11 Jun 202530 Apr 2025 · exact
EPS actual / estimate0.35 / 0.34USD
Surprise+2.9%Beat
EPS growth+133.3%year on year
Revenue / growth3116000000+8.3% · USD
Next close / four weeks-13.6% / -14.4%completed weekly closes
ReadDivergedresult versus price sign
Reported / period26 Mar 202531 Jan 2025 · exact
EPS actual / estimate0.28 / 0.20USD
Surprise+40.0%Beat
EPS growth+55.6%year on year
Revenue / growth3247386000+14.1% · USD
Next close / four weeks-5.0% / +4.1%completed weekly closes
ReadDivergedresult versus price sign
Reported / period4 Dec 202431 Oct 2024 · exact
EPS actual / estimate0.20 / 0.23USD
Surprise-13.0%Miss
EPS growth+33.3%year on year
Revenue / growth2877635000+4.8% · USD
Next close / four weeks-5.5% / +2.0%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period28 Aug 202431 Jul 2024 · exact
EPS actual / estimate0.24 / 0.21USD
Surprise+14.3%Beat
EPS growth+60.0%year on year
Revenue / growth2858589000- · USD
Next close / four weeks+6.9% / +11.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 May 202430 Apr 2024 · exact
EPS actual / estimate0.15 / 0.06USD
Surprise+150.0%Beat
EPS growth-year on year
Revenue / growth2877700000- · USD
Next close / four weeks+28.0% / +53.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period20 Mar 202431 Jan 2024 · exact
EPS actual / estimate0.18 / 0.09USD
Surprise+100.0%Beat
EPS growth-year on year
Revenue / growth2846665000- · USD
Next close / four weeks-4.4% / +1.4%completed weekly closes
ReadDivergedresult versus price sign
Reported / period6 Dec 202331 Oct 2023 · exact
EPS actual / estimate0.15 / 0.09USD
Surprise+66.7%Beat
EPS growth-year on year
Revenue / growth2745875000- · USD
Next close / four weeks+5.6% / +29.0%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period30 Aug 202331 Jul 2023 · exact
EPS actual / estimate0.15 / 0.09USD
Surprise+66.7%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks-4.2% / -29.6%completed weekly closes
ReadDivergedresult versus price sign
Reproducible method
How the earnings dossier is measured
Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.
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.
Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.
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.