Parkev Tatevosian, CFA on $CHWY (Oct 30, 2026)
Chewy is very well managed, having handled both entering and exiting the pandemic well without reckless expansion, and has improved its logistics and warehouses. With fair value estimated at $33 against a $21.50 price, the speaker expects an increase of more than 53% over the next 12 to 18 months.
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The fourth brand I will highlight is “ Chewy”, the online retailer of pet supplies . This company, in my opinion, is very well managed. It is one of the few companies that felt it had done a good job both entering and exiting the pandemic .
Isn't that so? Relatively few companies did that. Some performed well when entering the pandemic and others performed well when reopening, but few succeeded on both fronts, and I felt that Choi was one of them.
They did not get carried away by excessive enthusiasm when sales boomed during the pandemic because their competitors were forced to close their physical stores. As an online store, Choi certainly benefited during the lockdowns, yet it made wise decisions even in the midst of those events.
They did not expand recklessly. They did not make all these decisions to grow the business based on the demand they saw during the lockdown phases.
They have made improvements to their logistics and warehouses to improve operations. Overall, the fair value of the company was estimated at $33, while the current market price is $21.50.
I have calculated an increase of more than 53% over the next 12 to 18 months for Chipotle.
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Parkev Tatevosian, CFA has 2 calls on this stock; only the adjacent ones are shown.