Monitor upcoming 10-K filing for final approval of equity grants and assess impact on share dilution. The internal promotion suggests leadership stability, but watch for execution continuity on the 10% EBITDA margin target.
Price Chart
Executive Summary
Chewy appointed Christopher S. Deppe as Chief Financial Officer effective February 23, 2026, after an internal search. Deppe previously served as Vice President of Finance at Chewy and held leadership roles at Amazon. The company reaffirmed its financial outlook and long-term 10% Adjusted EBITDA margin target.
Key Facts
- Christopher S. Deppe appointed CFO effective February 23, 2026
- Deppe was previously Chewy's Vice President of Finance since August 2022
- Deppe has extensive finance leadership experience at Amazon and Intel
- William Billings continues as Chief Accounting Officer after serving as interim CFO
- CFO compensation includes $450,000 base salary and significant equity grants
- One-time equity grant valued at $8,781,141 subject to board approval
- Chewy reaffirmed its long-term financial guidance including 10% Adjusted EBITDA margin target
Financial Impact
One-time equity grant valued at $8,781,141 plus annual equity grant worth 800% of $450,000 base salary ($3.6 million), subject to board approval
Risk Factors
- Potential dilution from significant equity compensation package
- Execution risk in maintaining momentum toward 10% Adjusted EBITDA margin target
- Transition risk with new CFO despite internal promotion
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-065612 |
| Document: d97879dex991.htm | 0001193125-26-065612 |
| Document: 0001193125-26-065612-index-headers.html | 0001193125-26-065612 |
| Document: 0001193125-26-065612-index.html | 0001193125-26-065612 |
| Document: 0001193125-26-065612.txt | 0001193125-26-065612 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G/A | $21.75 | awaiting T+20 | — | $21.52 (−1.06%) |
Sep 14, 2026 6w ago | S-3ASR | $21.35 $19.50 | ▼ −8.67% | ▼ −10.93% | $21.52 (+0.80%) |
Sep 9, 2026 6w ago | 8-K | $20.75 $18.22 | ▼ −12.19% | ▼ −14.39% | $21.52 (+3.71%) |
Jul 24, 2026 13w ago | Institutional Cluster | $20.86 $24.02 | ▲ +15.15% | ▲ +11.52% | $21.52 (+3.16%) |
Jun 24, 2026 17w ago | 8-K | $18.14 $20.46 | ▲ +12.79% | ▲ +12.26% | $21.52 (+18.63%) |
Apr 28, 2026 26w ago | 8-K | $25.96 $21.38 | ▼ −17.64% | ▼ −23.69% | $21.52 (−17.10%) |
Apr 8, 2026 28w ago | 8-K | $26.46 $24.54 | ▼ −7.26% | ▼ −15.80% | $21.52 (−18.67%) |
Feb 24, 2026 35w ago | 8-K | $25.48 $23.45 | ▼ −7.97% | ▼ −2.98% | $21.52 (−15.54%) |
US Market Status
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