InsidersTradesSigma
Track the Chewy, Inc. share price and the full insider trade history of the company, a listed issuer based in United States. Shares trade on the US market, under the authority of SEC (Form 4). Operating in the Retail & Commerce sector, Chewy, Inc. has logged 239 reports. Market capitalisation: €9.7bn. The latest transaction was reported on 3 September 2026 (Retenue fiscale). Among the most active insiders: Singh Sumit. The full history is openly available.
239
Insider Decl.
n/a
Thresholds
€2m
5 ops.
Buy Volume
€624m
118 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Chewy, Inc. Buy (bullish), based on 22 analysts. Average price target: US$30.55.
30Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 14,921 of 29,064 companies
51.3
score / 100
Value44
Quality59
FCF yld5.8%
Earn yld2.3%
EV/EBITDA25.8x
ROE64%
Gross mgn30%
Net mgn1.8%
Debt/EBITDA1.3x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 3 September 2026
Declarations239 total
625 shares@ US$23.800.0002% mcap1.3% of flowClass A Common StockSEC:0001766502-26-000068:0
7,567 shares@ US$23.80Class A Common StockSEC:0001766502-26-000066:0
1,273 shares@ US$23.80Class A Common StockSEC:0001766502-26-000066:1
1,541 shares@ US$23.80Class A Common StockSEC:0001766502-26-000067:0
3,715 shares@ US$22.820.0009% mcap0.1% of flowClass A Common StockSEC:0001766502-26-000062:1
28,649 shares@ US$22.820.0071% mcap0.7% of flowClass A Common StockSEC:0001766502-26-000062:0
43,244 shares@ US$23.01Class A Common StockSEC:0001766502-26-000062:2
6,233 shares@ US$23.01Class A Common StockSEC:0001766502-26-000062:3
11,134 shares@ US$22.820.0027% mcap22.7% of flowClass A Common StockSEC:0001766502-26-000063:0
624 shares@ US$22.820.0002% mcap21.5% of flowClass A Common StockSEC:0001766502-26-000065:0
6,233 shares@ US$23.010.0015% mcap0.2% of flowClass ASEC144:0001959173-26-005498
43,244 shares@ US$23.010.011% mcap1.1% of flowClass ASEC144:0001959173-26-005545
10,665 shares0Class A Common StockSEC:0001766502-26-000056:0
10,665 shares0Class A Common StockSEC:0001766502-26-000059:0
10,665 shares0Class A Common StockSEC:0001766502-26-000060:0
10,665 shares0Class A Common StockSEC:0001766502-26-000057:0
10,665 shares0Class A Common StockSEC:0001766502-26-000058:0
10,665 shares0Class A Common StockSEC:0001766502-26-000061:0
625 shares@ US$22.540.0002% mcap100.0% of flowClass A Common StockSEC:0001766502-26-000053:0
32,571 shares0Class A Common StockSEC:0001766502-26-000044:0
25 of 239 declarations
关于 Chewy, Inc.
Chewy, Inc.是一家领先的宠物电商和服务平台，在纽约证券交易所上市，股票代码为CHWY。公司总部位于美国，在佛罗里达州普兰泰申和马萨诸塞州波士顿设有联合总部。Chewy成立于2011年，通过将社区宠物店的服务感受与在线零售商的便利性、选择性和履约能力相结合，建立了其品牌。对于投资者而言，其核心股权故事依然围绕着经常性需求、客户留存以及从纯零售向更高价值的宠物健康和服务领域的持续扩张。（[investor.chewy.com](https://investor.chewy.com/files/doc_financials/2024/Chewy-2024-10-K-Combined-Final.pdf)） Chewy的业务主要集中在宠物食品、宠物用品、宠物药品和其他宠物健康产品，以及相关的运输收入。根据其最新的年度备案文件，公司通过其网站和移动应用程序提供大约130,000种产品和服务。一个关键的差异化因素是Autoship，这是Chewy基于订阅的补货计划，可自动为客户订购、支付和交付产品。管理层认为Autoship是经常性收入和客户留存的重要驱动力。公司还以主要交易模式运营，在产品转移给客户之前承担库存风险，并管理主要的客户服务体验。（[investor.chewy.com](https://investor.chewy.com/files/doc_financials/2024/Chewy-2024-10-K-Combined-Final.pdf)） 从竞争角度来看，Chewy在一个分散的市场中受益于规模、物流执行和强大的服务主张。公司表示，其北美供应链和履约网络使其能够在隔夜服务超过80%的美国人口，并在两天内服务几乎100%的人口。这种能力支持了其与大众商家、综合电商平台和专业宠物零售商的竞争定位。Chewy的差异化品牌还源于其客户服务文化和高频购买模式，这两者在留存通常比一次性获取更有价值的环境中都具有吸引力。（[investor.chewy.com](https://investor.chewy.com/files/doc_financials/2024/Chewy-2024-10-K-Combined-Final.pdf)） 近期公司行动表明Chewy正在扩大其可寻址市场。2025年10月，公司宣布收购SmartEquine，以加强其马匹健康产品并扩展到更高利润的健康领域。2026年4月，Chewy宣布与兽医平台Modern Animal达成收购协议，作为其向更综合的宠物医疗生态系统迈进的一部分。在财务方面，公司报告2025财年净销售额为$12.60 billion，按报告基准同比增长6.2%，按标准化52周基准同比增长8.3%，毛利率有所改善。对于国际投资者而言，CHWY最好被视为一个数字化赋能的宠物消费品和服务平台，在美国拥有不断扩展的医疗保健选择权。（[investor.chewy.com](https://investor.chewy.com/news-and-events/news/news-details/2025/Chewy-to-Acquire-SmartEquine-Expanding-Leadership-in-the-Equine-Health-Category/default.aspx?utm_source=openai)）
