Chewy Inc. expanding into vet clinics with potential for strong revenue growth and shareholder value

From Financial Modeling Prep: 2025-06-25 09:03:00

Chewy Inc. is Morgan Stanley’s top pick to tap into the $40 billion U.S. veterinary clinic market. Analysts project each 100 clinics could generate $50 million in EBITDA, creating $500-800 million in enterprise value. Chewy’s brand loyalty, $3 billion pet health sales, and millennial appeal make it a strong contender.

Per clinic estimates by Morgan Stanley show potential for Chewy’s clinic expansion strategy. Each clinic could bring in around $2.4 million in revenue, $500,000 in EBITDA, and $5-8 million in enterprise value impact. With a capital investment of $1.5-2.0 million, the expected ROI ranges from 2.5x to 5x.

Morgan Stanley’s projections suggest Chewy could reach $290 million in revenue and $47 million in EBITDA with 100 clinics by 2030. In a bull case scenario with 275 clinics, revenue could hit $842 million and EBITDA $126 million. As a result, Chewy’s bull-case price target was raised to $75 per share.

Investors can track Chewy’s financial growth and valuation multiples using the Company Key Metrics (TTM) API. For a comprehensive view of Chewy’s fundamentals, the Full Financials As Reported API provides access to income statements, balance sheets, and cash flow data.

Chewy’s venture into veterinary care presents a high-margin, scalable opportunity for long-term shareholder value. With strong unit economics, brand trust, and data-driven insights, Chewy is poised to dominate the lucrative veterinary industry. The numbers and investor sentiment indicate a promising future for Chewy’s vet clinics as a billion-dollar vertical.



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