Earnings summaries and quarterly performance for Chewy.
Executive leadership at Chewy.
Board of directors at Chewy.
DL
David Leland
Detailed
Director
DE
Deborah Ellinger
Detailed
Director
FA
Fahim Ahmed
Detailed
Director
JA
James A. Star
Detailed
Director
JN
James Nelson
Detailed
Director
KD
Kristine Dickson
Detailed
Director
LS
Lisa Sibenac
Detailed
Director
MC
Marco Castelli
Detailed
Director
MH
Martin H. Nesbitt
Detailed
Director
MB
Mathieu Bigand
Detailed
Director
MC
Michael Chang
Detailed
Director
NG
Nat Goldhaber
Detailed
Director
RS
Raymond Svider
Detailed
Chairperson of the Board
Research analysts who have asked questions during Chewy earnings calls.
DA
Douglas Anmuth
JPMorgan Chase & Co.
14 questions for CHWY
Also covers: ABNB, AMZN, BKNG +17 more
Nathaniel Feather
Morgan Stanley
12 questions for CHWY
Also covers: BMBL, DUOL, EBAY +6 more
Shweta Khajuria
Wolfe Research, LLC
12 questions for CHWY
Also covers: BMBL, CART, DASH +14 more
David Bellinger
Mizuho Securities USA LLC
11 questions for CHWY
Also covers: AZO, COST, FIVE +11 more
RP
Rupesh Parikh
Oppenheimer & Co. Inc.
11 questions for CHWY
Also covers: ACI, BJ, CHD +16 more
Eric Sheridan
Goldman Sachs
10 questions for CHWY
Also covers: ABNB, ACVA, AMZN +42 more
Steven Zaccone
Citigroup
10 questions for CHWY
Also covers: AAP, AZO, BBY +14 more
CN
Curtis Nagle
Bank of America
9 questions for CHWY
Also covers: ACVA, BMBL, CSGP +12 more
Mark Mahaney
Evercore ISI
8 questions for CHWY
Also covers: ABNB, AMZN, BKNG +22 more
Dylan Carden
William Blair & Company
6 questions for CHWY
Also covers: ANF, BIRD, BOOT +12 more
Anna Andreeva
Piper Sandler
4 questions for CHWY
Also covers: AS, BIRK, CROX +9 more
Michael Morton
MoffettNathanson
4 questions for CHWY
Also covers: AMZN, CART, DASH +5 more
TY
Trevor Young
Barclays
2 questions for CHWY
Also covers: ABNB, ALV, BKNG +13 more
DC
Dylan Cardin
William Blair
1 question for CHWY
Recent press releases and 8-K filings for CHWY.
CHWY Announces Q3 2025 Financial Results and Fiscal Year 2025 Guidance
CHWY
Earnings
Guidance Update
Share Buyback
- Net sales for Q3 2025 reached $3,117 million, marking an 8.3% year-over-year growth.
- Adjusted EBITDA for Q3 2025 was $181 million, with an Adjusted EBITDA margin of 5.8%.
- The company added 250K net sequential active customers in Q3 2025, with Net Sales Per Active Customer (NSPAC) at $595.
- Free Cash Flow for Q3 2025 stood at $176 million.
- For Fiscal Year 2025, Net Sales are projected to be between $12.58 billion and $12.60 billion, and the Adjusted EBITDA Margin is expected to be between 5.6% and 5.7%.
Dec 10, 2025, 1:00 PM
CHWY Reports Strong Q3 2026 Results and Narrows Full-Year 2025 Guidance
CHWY
Earnings
Guidance Update
Share Buyback
- Chewy reported Q3 2026 net sales of $3.12 billion, an 8.3% year-over-year increase, exceeding the high end of its guidance range.
- Profitability saw significant gains, with Adjusted EBITDA reaching $181 million, up 30% year-over-year, and an Adjusted EBITDA margin of 5.8%, representing 100 basis points of year-over-year expansion.
- The company generated approximately $176 million of free cash flow in the quarter and repurchased $55 million of shares.
- Active customers grew to 21.2 million, up nearly 5% year-over-year, with net sales per active customer (NSPAC) increasing to $595, also up nearly 5%.
- For full-year 2025, Chewy narrowed its net sales outlook to between $12.58 billion and $12.6 billion and its Adjusted EBITDA margin outlook to 5.6% to 5.7%.
Dec 10, 2025, 1:00 PM
Chewy Reports Strong Q3 2026 Results and Narrows Full Year 2025 Guidance
CHWY
Earnings
Guidance Update
M&A
- Chewy (CHWY) reported Q3 2026 net sales of $3.12 billion, an 8.3% year-over-year increase, exceeding its guidance.
- Profitability saw significant gains, with Adjusted EBITDA reaching $180.9 million and the Adjusted EBITDA margin expanding 100 basis points year-over-year to 5.8%.
- The company ended the quarter with 21.2 million active customers and generated $175.8 million in free cash flow.
- For full year 2025, Chewy narrowed its net sales outlook to between $12.58 billion and $12.6 billion and its Adjusted EBITDA margin outlook to 5.6% to 5.7%.
- Strategic developments include the expansion of Chewy Vet Care to 14 locations and the acquisition of Smart Equine, anticipated to be accretive to Adjusted EBITDA margins.
Dec 10, 2025, 1:00 PM
Chewy Reports Strong Q3 2026 Results and Updates Full-Year 2025 Guidance
CHWY
Earnings
Guidance Update
New Projects/Investments
- Chewy reported Q3 2026 net sales of $3.12 billion, an 8% year-over-year increase, with Autoship sales growing 13.6% to $2.61 billion. Gross margin expanded 50 basis points to 29.8%, and Adjusted EBITDA rose 30% year-over-year to $181 million, achieving a 5.8% margin. Adjusted Diluted EPS was $0.32.
- The company ended Q3 2026 with 21.2 million active customers, up nearly 5% year-over-year, and net sales per active customer (NSPAC) increased by nearly 5% to $595.
- Chewy generated approximately $176 million in free cash flow during the quarter and repurchased $55 million of shares. The company ended Q3 with approximately $675 million in cash and cash equivalents and $1.5 billion in total liquidity, remaining debt-free.
- The full-year 2025 net sales outlook was narrowed to between $12.58 billion and $12.6 billion, representing approximately 8% year-over-year growth (excluding the 53rd week impact). The Adjusted EBITDA margin outlook was narrowed to 5.6% to 5.7%, indicating approximately 90 basis points of expansion at the midpoint. Q4 2025 net sales are projected to be between $3.24 billion and $3.26 billion.
- Chewy expanded its Vet Care footprint to 14 locations across five states and announced the acquisition of Smart Equine, an equine health brand.
Dec 10, 2025, 1:00 PM
Chewy Announces Third Quarter 2025 Financial Results
CHWY
Earnings
Revenue Acceleration/Inflection
- Chewy reported net sales of $3.12 billion for the third quarter of fiscal year 2025 ended November 2, 2025, representing an 8.3 percent increase year over year.
- The company achieved a net income of $59.2 million and diluted earnings per share of $0.14, an increase of $0.13 year over year.
- Gross margin improved to 29.8 percent, up 50 basis points year over year, and Adjusted EBITDA reached $180.9 million, an increase of $42.7 million year over year.
- Management highlighted that Chewy continues to outperform the pet category, expand market share, and that profits are growing faster than sales, having exceeded the high end of their net sales guidance.
Dec 10, 2025, 12:05 PM
Chewy Announces Third Quarter 2025 Financial Results
CHWY
Earnings
Revenue Acceleration/Inflection
- Chewy reported net sales of $3.12 billion for the third quarter of fiscal year 2025, marking an 8.3 percent increase year over year.
- The company achieved a net income of $59.2 million and basic earnings per share of $0.14 for the quarter.
- Gross margin improved to 29.8 percent, an increase of 50 basis points year over year, while Adjusted EBITDA reached $180.9 million, with an Adjusted EBITDA margin of 5.8 percent.
- CEO Sumit Singh noted that Chewy continues to outperform the pet category, with profits growing faster than sales and strong free cash flow generation.
Dec 10, 2025, 12:05 PM
Chewy to Acquire SmartPak Equine, Reaffirms Q3 FY2025 Guidance
CHWY
M&A
Guidance Update
New Projects/Investments
- Chewy Inc. is acquiring SmartPak Equine from Covetrus in an all-cash deal expected to close in the fourth quarter of Chewy's fiscal 2025, aiming to expand its presence in the equine health market and accelerate growth in higher-margin health and wellness verticals.
- Chewy plans to finance the acquisition through existing resources and has reaffirmed its positive financial outlook for fiscal 2025.
- The company also reaffirmed its third quarter fiscal 2025 financial guidance, projecting earnings per share between $0.28 and $0.33 on sales of $3.07 billion to $3.1 billion, surpassing consensus estimates.
- Chewy demonstrates strong financial health with robust revenue growth of approximately 8.6% over the past three years, a moderate debt-to-equity ratio of 1.27, and an Altman Z-Score of 6.42, indicating low bankruptcy risk.
Oct 30, 2025, 10:58 PM
Chewy to Acquire SmartEquine
CHWY
M&A
New Projects/Investments
Guidance Update
- Chewy, Inc. (CHWY) has entered into a definitive agreement to acquire SmartPak Equine, LLC (SmartEquine), a leading U.S. provider of equine health products, from Covetrus, Inc..
- This acquisition is expected to strengthen Chewy's position in the equine category, accelerate its expansion into higher-margin health and wellness verticals, and be adjusted EBITDA margin accretive upon closing.
- The transaction is an all-cash deal, anticipated to be financed through Chewy's existing balance sheet, and is expected to close in Chewy's fourth quarter of fiscal year 2025.
- Chewy also reaffirms its third quarter fiscal year 2025 financial guidance.
Oct 30, 2025, 3:00 PM
ICG Enterprise Trust Reports Unaudited Interim Results for H1 FY26
CHWY
Earnings
Dividends
Share Buyback
- ICG Enterprise Trust's NAV per Share stood at 2,040p as of 31 July 2025, with a NAV per Share Total Return of (0.7)% for the six months ended 31 July 2025, primarily impacted by a (2.0)% negative foreign exchange effect.
- The company demonstrated strong cash generation, reporting Total Proceeds of £222m for H1 FY26, a substantial increase from £86m in H1 FY25, and achieved £109m in Portfolio net cash generation.
- New Investments reached £113m during the period, with £42m directed towards secondary investments, increasing their representation to 17% of the total Portfolio.
- Shareholder returns included £16m in share buybacks and £12m in dividends paid during H1 FY26, contributing to a Share Price Total Return of 12.6% for the half-year.
Oct 7, 2025, 6:02 AM
Chewy Reports Strong Q2 2025 Results and Raises Full-Year Sales Outlook
CHWY
Earnings
Guidance Update
Share Buyback
- Chewy reported strong Q2 2025 results, with net sales growing nearly 9% year over year to $3.1 billion, exceeding guidance, and achieving a gross margin of 30.4%. The company also saw improved profitability, with adjusted EBITDA reaching $183.3 million (5.9% margin) and adjusted diluted EPS of $0.33.
- Customer metrics showed positive trends, with 20.9 million active customers (up 4.5% year over year) and NESPAC reaching $591 (up 4.6% year over year). Autoship sales, a key driver, grew nearly 15% to $2.58 billion, representing 83% of net sales.
- The company generated $105.9 million in free cash flow and deployed approximately $125 million towards share repurchases in the quarter.
- For the full year 2025, Chewy raised its net sales outlook to between $12.5 billion and $12.6 billion (7% to 8% year-over-year growth) while maintaining its adjusted EBITDA margin outlook of 5.4% to 5.7%. Strategic initiatives like the Chewy Plus membership program (now accounting for roughly 3% of total monthly sales) and the new Get Real private brand fresh dog food are gaining traction.
Sep 10, 2025, 12:00 PM
Quarterly earnings call transcripts for Chewy.
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