Chewy Stock: What Lies Ahead For The Company? (NYSE:CHWY)

Davizro

Chewy Inc. (NYSE:CHWY) is a number one on-line retailer of pet services in the USA, providing greater than 110,000 merchandise from 3,500 companion manufacturers.

The goal of this report is to critically analyze the expansion alternatives of

Sales' segment contribution to growth

10-Ks/Qs and writer’s calculations

Sales decomposition

10-Ks/Qs and writer’s calculations

5Y Cumulative Sales decomposition

10-Ks/Qs and writer’s calculations

TTM Q1’2019

TTM Q1’2020

TTM Q1’2021

TTM Q1’2022

TTM Q1’2023

EBITDA

($201)

($220)

$65

$2

$180

SBC

$18

$170

$102

$80

$181

Adj EBITDA

($193)

($62)

$159

$62

$355.6

SBC contribution

231%

108%

109%

135%

103%

Fairness

After-Tax

Debt

Capital

Weight in Value of Capital

97.7%

2.3%

100%

Element price

11.95%

5.04%

11.79%

CHWY valuation table

Writer’s calculations

Monte Carlo simulation of CHWY value per share

Writer’s calculations

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