Chewy

$Chewy(CHWY)$ Chewy的财报的真相
来自公众号“商业矩阵步行路”作者（原广发证券总部资深分析师）
一、核心观点摘要：冰与火之歌——卓越的运营与被控股的现实
Chewy的财报揭示了一个"双面"公司：
火的一面（卓越的运营）： 这是一家运营极为出色的公司。它拥有强大的品...

主要财务亮点： 净销售额： 增长8.3%至31.2亿美元，超出预期。活跃客户： 增长3.8%至2080万。自动发货销售额： 增长14.8%至25.6亿美元，占总销售额的82.2%。毛利率： 扩大约60个基点至29.6%。调整后净利润： 增长8.6%至1.489亿美元。自由现金流： 产生近5000万美元。 EBITDA利润率： 全年目标为5.4...

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$Chewy(CHWY)$ 144 Report of proposed sale of securities Accession Number: 0001959173-25-004932  Act: 33  Size: 4 KB 网页链接

$Chewy(CHWY)$ FWP Filing under Securities Act Rules 163/433 of free writing prospectuses Accession Number: 0001193125-25-145061  Act: 34  Size: 67 KB 网页链接

$Chewy(CHWY)$ 424B7 Prospectus [Rule 424(b)(7)] Accession Number: 0001193125-25-144661  Act: 33  Size: 480 KB 网页链接

$Chewy(CHWY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-090380  Size: 18 KB 网页链接

$Chewy(CHWY)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0000932471-25-000761  Act: 34  Size: 6 KB 网页链接

$Chewy(CHWY)$ 144 Report of proposed sale of securities Accession Number: 0001959173-25-004945  Act: 33  Size: 4 KB 网页链接

$Chewy(CHWY)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0002052113-25-002496  Act: 34  Size: 11 KB 网页链接

$Chewy(CHWY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-25-019272  Size: 11 KB 网页链接

$Chewy(CHWY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-25-019276  Size: 9 KB 网页链接

$Chewy(CHWY)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0001172661-25-003490  Act: 34  Size: 9 KB 网页链接

$Chewy(CHWY)$ FWP Filing under Securities Act Rules 163/433 of free writing prospectuses Accession Number: 0001193125-25-144735  Act: 34  Size: 21 KB 网页链接

$Chewy(CHWY)$ 144 Report of proposed sale of securities Accession Number: 0001959173-25-004931  Act: 33  Size: 4 KB 网页链接

$Chewy(CHWY)$ 144/A [Amend] Report of proposed sale of securities Accession Number: 0001959173-25-004939  Act: 33  Size: 7 KB 网页链接

$Chewy(CHWY)$ 8-K Current report, items 1.01 and 9.01 Accession Number: 0001193125-25-146875  Act: 34  Size: 504 KB 网页链接

$Chewy(CHWY)$ 8-K Current report, items 2.02 and 9.01 Accession Number: 0001766502-25-000028  Act: 34  Size: 413 KB 网页链接

$Chewy(CHWY)$ 144 Report of proposed sale of securities Accession Number: 0001959173-25-004935  Act: 33  Size: 6 KB 网页链接

$Chewy(CHWY)$ 8-K Current report, item 5.02 Accession Number: 0001193125-25-157111  Act: 34  Size: 135 KB 网页链接