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Chewy set up for solid 2Q after June guidance cut

Raymond James says Chewy’s June guidance cut, citing consumer headwinds, “appropriately de-risked expectations,” and positions the company for solid second-quarter results, potentially in-line to better than expected.

CHWY

After Chewy cut its guidance in June, citing consumer headwinds, the company is set up for a solid second quarter, Raymond James analysts write in a note.

The guidance cut "appropriately de-risked expectations," they write. "We see CHWY's F2Q26 results coming in in-line to better than expected cons…