{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"CHWY Stock: The 23-Cent EPS That Wasn’t a Miss Q1 FY2026","slug":"chwy-stock-the-23-cent-eps-that-wasn-t-a-miss-q1-fy2026","published_at":"2026-06-10T16:21:12+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/chwy-stock-the-23-cent-eps-that-wasn-t-a-miss-q1-fy2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/chwy-stock-the-23-cent-eps-that-wasn-t-a-miss-q1-fy2026/","audio_url":"https://mcdn.podbean.com/mf/web/njxvvgdszu4zk446/CHWY-Q1-FY2026-PipelineX-Chewy_FULL.mp3","summary":"CHWY (Chewy, Inc.) reported Q1 FY2026 earnings on 2026-06-10. Stock fell 0.7% on the print. Here's the breakdown: Is CHWY a buy, hold, or sell after this quarter? In this Chewy, Inc. (CHWY) Q1 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear price-aware Buy / Hold / Avoid Call and a Wall Street consensus comparison. If you follow Consumer stocks or CHWY earnings, this is the Q1 FY2026 deep dive. 🎧 Listen on Podbean: https://chargedalpha.podbean.com (also on Apple Podcasts & Spotify) 🔔 Subscribe for daily earnings deep-dives → @ChargedAlpha | Call tracker: chargedalpha.com THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $20.27 - HOLD - BUY below $17.00 with $14.00 stop - AVOID above $26.00 TRIGGER: A quarter reaccelerating active customer growth above 5%, OR a raised FY net sales guide WINDOW: Through Q3 FY2026 earnings (December 2026) TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 6 Strong Buy / 14 Buy / 11 Hold / 2 Sell / 0 Strong Sell - BUY - Median 12-month price target: $30.00 (range $20 - $45) - Charged Alpha vs consensus: SLIGHTLY MORE CAUTIOUS THESIS Chewy is a capital-light online pet platform whose 82% Autoship subscription base produces highly recurring revenue and a structural moat versus generalist retailers. Bull lever: Reaccelerating 7.7% growth converting into 130bps of EBITDA margin expansion and 45% FCF growth; record Autoship and NSPAC; net-cash balance sheet; high-margin Health/ads/pharmacy ramping; 53% off the high. Key risk: Stock-based comp of $67M is nearly the entire GAAP net income line and the driver of the optical EPS gap, while a lowered FY net sales g…","meta_description":"CHWY (Chewy, Inc.) reported Q1 FY2026 earnings on 2026-06-10. Stock fell 0.7% on the print. Here's the breakdown: Is CHWY a buy, hold, or sell after this…","key_points":[],"chapters":[],"topics":[],"duration_seconds":686,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/chwy-stock-the-23-cent-eps-that-wasn-t-a-miss-q1-fy2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/chwy-stock-the-23-cent-eps-that-wasn-t-a-miss-q1-fy2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}