ChewyCarlisle Companies

Chewy vs Carlisle Companies

Chewy and Carlisle Companies Incorporated are compared on this page. This page examines their business models, financial performance, and the market context in which they operate, presenting facts in ...

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Pets Are Family

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The emotional bond with our furry companions has created a powerful, recession-resistant market. These carefully selected companies provide essential veterinary care, nutrition, and wellness services that pet owners prioritize regardless of economic conditions.

Published: June 17, 2025

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Sigh of Relief Portfolio

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These companies are dedicated to giving you back your most valuable asset: time. By serving our universal desire for an easier life, these convenience-focused firms are becoming more integrated into daily routines, positioning them for sustained future growth.

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Investment Analysis

Chewy

Chewy

CHWY

Pros

  • Chewy raised its fiscal 2025 net sales outlook to $12.5-$12.6 billion, projecting 7-8% adjusted year-over-year growth.
  • The company maintains a debt-free balance sheet and expects adjusted EBITDA margin expansion driven largely by gross margin gains.
  • Chewy is expanding into new services like veterinary telehealth and fresh pet food, diversifying beyond pet supplies.

Considerations

  • Chewy’s stock has a high price-to-earnings (P/E) ratio of over 90, indicating expensive valuation relative to earnings.
  • Recent share price volatility includes a 14.7% drop in the last month, suggesting potential investor concerns or market risks.
  • Profitability remains under pressure with adjusted EBITDA margins guided only modestly higher, reflecting competitive and cost challenges.
Carlisle Companies

Pros

  • Carlisle Companies has a diversified industrial portfolio that reduces dependency on any single market segment.
  • The company benefits from strong operational efficiency and consistent cash flow generation.
  • Carlisle has a solid history of strategic acquisitions to expand its market reach and product offerings.

Considerations

  • Exposure to cyclicality in industrial and construction markets can cause revenue volatility dependent on economic conditions.
  • The company faces rising raw material costs which could pressure margins if not offset by pricing power.
  • Integration risks from recent acquisitions could impact near-term financial performance and operational focus.

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