Chewy’s Revenue Guidance Falls Short: Autoship and Growth Catalysts Not Enough

Unlocking Growth: A Fresh Perspective on Chewy, Inc.

As a seasoned growth software stocks analyst, I’ve kept a close eye on Chewy, Inc. (NYSE:CHWY) since my last update in July. Back then, I downgraded the stock to a “sell” due to the unpredictable volatility spikes triggered by the meme trade frenzy sparked by Roaring Kitty.

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About the Author

As the founder of a boutique family office fund in Vancouver, I lead the investment strategy for our fund, focusing on sustainable, growth-driven companies that maximize shareholder equity by achieving their growth-oriented goals. My award-winning newsletter, The Pragmatic Optimist, delves into portfolio strategy, valuation, and macroeconomics alongside my husband Uttam Dey, a fellow contributor on Seeking Alpha.

My Background: From Supply-Chain Start-Ups to Venture Capital

Prior to co-founding my fund, I spent five years in high-growth supply-chain start-ups in San Francisco, where I led strategy and worked with venture capital firms and start-ups to drive user acquisition growth. During the pandemic, I successfully maximized returns for clients, solidifying my passion for democratizing financial literacy and breaking down complex macroeconomic concepts into accessible, empowering formats.

A New Era of Financial Literacy

My work is built on the foundation of making financial knowledge accessible to everyone, transcending traditional investment theses. Featured as the Top Newsletter in Finance on popular platforms, my goal is to bring this same expertise to Seeking Alpha, empowering investors to make informed decisions.

Disclosure

I/we have no stock, option, or similar derivative position in any of the companies mentioned and no plans to initiate any such positions within the next 72 hours. This article represents my own opinions, and I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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