Massive Market Opportunity
U.S. pet spending rose from ~$92B to ~$151B (2018–2024). Chewy’s dominant online footprint positions it to capture that growth with great prices, fast delivery, and top‑tier service.
The Motley Fool spotlights Chewy as a pandemic-era favorite with a long growth runway and recession-resistant demand. Add in Autoship, vet-care expansion, and improving margins—and you’ve got a tail-wagging thesis.
U.S. pet spending rose from ~$92B to ~$151B (2018–2024). Chewy’s dominant online footprint positions it to capture that growth with great prices, fast delivery, and top‑tier service.
Pets are family. Even through downturns, spending persists; during 2008–2010, pet spending rose 12% while overall consumer spend fell.
20.8M active customers; Autoship sales +14.8% YoY to $2.6B and now 82%+ of revenue—sticky, predictable, and growing.
Pharmacy, insurance, and in‑clinic care expand margins; Canada launch (2023) shows geographic runway.
$76.9M operating income (+19% YoY); margins expanding from 2.2% → 2.5%; shares +18.2% YTD (as noted by Motley Fool).
P/E ≈43 vs S&P ≈30; growth prospects justify the multiple per Motley Fool’s rationale.
Monthly AutoShip keeps the favorites coming fast and on schedule. Semi‑annual shipments handle the big health protections. Here’s what the pack loves:
“Milk‑Bone Soft & Chewy? Don’t mind if I do. The Autoship shows up right when my tail expects it.”
“Chewy drops treats like clockwork. I patrol the window on delivery day. Precision logistics. Chef’s kiss.”
“My Apoquel (oclacitinib) 16mg tablet for itchy skin? Arrives fast, every time. My paws thank you.”
Rx products require a licensed veterinarian’s approval. Follow your vet’s guidance.
Here’s the quick summary of what we actually use for our pack — and the biggest reasons Chewy is a stand-out choice for pet parents.
AutoShip = predictable deliveries, easy edits, and savings on repeat orders.
Chewy’s site/app makes reordering a breeze — saved pets, past orders, quick filters, and real-time inventory. Checkout is lightning-fast, with order tracking baked in.
Set it and forget it for food, meds, & treats. Change dates, quantities, or skip a shipment in seconds — and snag AutoShip discounts on many items.
Legendary customer service — friendly agents, multiple languages, and they pick up fast. Returns are painless and they genuinely take care of pet parents.
Chewy Pharmacy coordinates with your vet to approve prescriptions (you usually don’t need an extra visit if you already have a valid Rx). Refills are simple, reminders help you stay on schedule.
Rx items require a licensed veterinarian’s approval; always follow your vet’s guidance.
Chewy Vet Care clinics (in select locations) plus Connect with a Vet for live chat/video advice on everyday questions — great for quick guidance between regular checkups.
Consistently competitive prices, frequent promos, and bundle savings. Free shipping at a reasonable threshold on most orders keeps costs down.
Orders arrive fast and on schedule — perfect for recurring needs like Apoquel 16mg (Wik’s itch relief), monthly treats, and semi-annual preventatives.
Store each pet’s details once; Chewy keeps the right sizes, weights, and past items handy so your cart basically builds itself next time.
Thoughtful touches — hand-signed cards, surprise credits, and genuine empathy — have made Chewy famous with pet owners. It feels like they’re on your team.
You don’t need a fortune to get started—$1,000 plus consistent dollar‑cost averaging can build a position in a resilient growth name like Chewy.
As cited by Motley Fool (through Aug 21, 2025).
Estimated shares you could buy: 24.29
($1,000 ÷ price; ignores fees, taxes, and fractional‑share policies.)