The article compares Booking Holdings (BKNG) and Chewy (CHWY) on 2025 results: Booking posted revenue of about $26.9 billion, up roughly 13.4%, with net income near $5.4 billion, while Chewy reported about $12.6 billion in revenue, up roughly 6.2%, but net income of only about $222.8 million. Chewy expanded into pet health with its acquisition of Modern Animal, bringing its veterinary clinic locations to 47. The article cites competition from Airbnb and major technology companies for Booking, and from Amazon for Chewy. On valuation, Booking is said to trade at a lower multiple of future earnings estimates, while Chewy trades at a much lower multiple of sales. The closing section highlights Chewy's Autoship program growing faster than overall sales.
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