Chewy Inc vs Rent the Runway Inc — how do they compare? Chewy Inc trades at $21.22 (market cap $8.33B), while Rent the Runway Inc trades at $3.36 (market cap $109.66M). The key difference: Chewy Inc is far larger — about 76× Rent the Runway Inc's market cap, and Chewy Inc is trading nearer its 52-week high, Rent the Runway Inc nearer its low. Which is the better fit depends on your goals.
| CHWY | RENT | |
|---|---|---|
Market Cap | $8.33B | $109.66M |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $42.33 | $9.39 |
52-Week Low | $17.51 | $3.10 |
Enterprise Value | $8.30B | $269.76M |
Signals from Pluang's Aura AI — not financial advice
Chewy (CHWY) trades at $20.32, down 2.68% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported $11.86B revenue for 2025 with net income of $392.74M, showing improved profitability. Recent news highlights expansion in pet healthcare and AI-driven operational efficiency, though Q1 2026 earnings missed expectations.
The outlook is mixed: strong analyst consensus (81.58% buy ratings) and a $34.92 price target suggest upside, but near-term risks include consumer trade-down pressures and competitive threats. Long-term growth drivers in pet care and margin expansion offer potential, yet macroeconomic headwinds and execution risks warrant caution.
RENT trades at $3.34, down 0.3% on the day, with a bearish technical signal from moving averages. The company reported Q1 2026 revenue of $89.9 million, up 29.2% year-over-year, but continues to post net losses. Valuation ratios appear attractive with a P/E of 0.44 and P/S of 0.18, though negative equity of -$182.5 million raises concerns. Leadership transition is underway with the CEO stepping down in May 2026.
The outlook remains challenging despite revenue growth, as profitability and cash flow are negative. Analyst consensus is mixed with 42% buy ratings but significant debt and negative equity pose substantial risks. The stock offers potential upside if new initiatives improve margins, but execution risk is high amid leadership changes.
Trailing returns across standard periods
Latest headlines on both assets
Chewy is the largest e-commerce pet care retailer in the U.S., generating $8.9 billion in 2021 sales across pet food, treats, hard goods, and pharmacy categories. The firm was founded in 2011, acquired by PetSmart in 2017, and tapped public markets as a standalone company in 2019, after spending a couple of years developing under the aegis of the pet superstore chain. The firm generates sales from pet food, treats, over-the-counter medications, medical prescription fulfillment, and hard goods, like crates, leashes, and bowls.
Read more on CHWY →Rent the Runway Inc is an e-commerce platform that allows users to rent, subscribe, or buy designer apparel and accessories.
Read more on RENT →