Chewy Inc Stock Price, News & Analysis

Chewy (NYSE: CHWY) relaunched its annual Chewy Claus holiday letter-writing campaign on November 4, 2025, inviting pets to submit wishes via the Chewy app or chewy.com/ChewyClaus through December 24.

The campaign reports >1 million wishes submitted since 2022 and pledges to donate five meals per wish (up to 16 million meals) to pets in need through Greater Good Charities, as part of a broader $10 million commitment in toys, supplies, treats, and meals to U.S. shelters and rescues. Chewy highlighted a featured story of Brooke Eby and her rescue dog Dray and announced a $10,000 donation to Team Gleason to support pet parents with ALS.

Covetrus announced on October 30, 2025 that it has entered into a definitive agreement for Chewy (NYSE: CHWY) to acquire the SmartEquine business.

The company said the transaction will enable Covetrus to sharpen its focus on its core business of delivering technology-enabled solutions for veterinarians by concentrating on an integrated software, services, and distribution platform that aims to streamline operations and enhance practice efficiency and patient care. The sale is subject to customary closing conditions, and Lincoln International is acting as sole financial advisor to Covetrus.

Chewy (NYSE: CHWY) agreed to acquire SmartPak Equine, rebranded as SmartEquine, from Covetrus, expanding Chewy's presence in the U.S. equine health market. The deal combines SmartEquine's subscription-based supplements, personalized nutrition, and tack portfolio with Chewy's logistics and customer service.

Key outcomes highlighted: category expansion into higher-margin equine health, recurring revenue synergies from SmartEquine's subscription model, and expected adjusted EBITDA margin accretion upon closing. The all-cash transaction is expected to close in Chewy's Q4 fiscal 2025, subject to regulatory approvals and customary closing conditions, and is expected to be financed from Chewy's existing balance sheet. Chewy reaffirmed its Q3 FY2025 financial guidance.

Chewy (NYSE:CHWY) has launched Get Real™, a new line of fresh, minimally processed dog food available exclusively through their platform. The product line features three recipes - Chicken & Brussels Sprouts, Beef & Sweet Potato, and Turkey & Cranberry - available as both full meals and toppers.

The fresh food offering contains 10 or fewer ingredients plus vitamins and minerals, is human-grade, and meets AAFCO nutritional standards for all life stages. Get Real's meals are expert-created by certified pet nutritionists, pre-portioned, and delivered frozen through Chewy's customizable subscription service with 24/7 customer support.

Chewy (NYSE:CHWY) reported strong Q2 2025 financial results with net sales of $3.10 billion, up 8.6% year-over-year. The company's Autoship customer sales grew 15%, representing 83% of total sales. Gross margin improved by 90 basis points to 30.4%.

The company achieved net income of $62.0 million and adjusted EBITDA of $183.3 million, though net margin decreased 850 basis points year-over-year. Active customers grew 4.5% to nearly 21 million, with Net Sales Per Active Customer (NSPAC) also increasing 4.5% to $591.

Key metrics include diluted EPS of $0.14 and adjusted diluted EPS of $0.33. The company maintains a strong balance sheet with $591.8 million in cash and cash equivalents.

Chewy (NYSE:CHWY), a leading online pet products retailer, has scheduled its fiscal second quarter 2025 financial results conference call for Wednesday, September 10, 2025, at 8:00 am ET. The company will release its financial results before the market opens on the same day.

The conference call will be accessible via phone registration and live webcast on Chewy's investor relations website. A replay will be available for at least 90 days following the event. Chewy currently partners with 3,200 trusted pet industry brands and offers approximately 130,000 products and services through its online platform.

Chewy (NYSE: CHWY) announced the pricing of an upsized public offering of 23,952,096 shares of Class A common stock by Buddy Chester Sub LLC, an entity affiliated with BC Partners, at $41.95 per share. The underwriter has a 30-day option to purchase up to 3,592,815 additional shares.

Concurrent with the offering, Chewy will repurchase $100.0 million worth of its Class A common stock at the same price. This repurchase is separate from Chewy's existing $500 million share repurchase program. After the offering and concurrent repurchase, Chewy will have approximately 219 million Class A shares and 193 million Class B shares outstanding. The transaction is expected to close by June 25, 2025.

Chewy (NYSE: CHWY) has announced a significant public offering and share repurchase transaction. The company's largest shareholder, Buddy Chester Sub LLC (affiliated with BC Partners), will sell $1.0 billion worth of Class A common stock, with an additional option for underwriters to purchase up to $150.0 million in shares.

Concurrent with this offering, Chewy will repurchase $100.0 million of Class A Common Stock from the selling stockholder at the same price as the underwriters. This repurchase is separate from Chewy's existing $500 million share repurchase program announced in May 2024. J.P. Morgan is serving as the sole underwriter for the offering.

Chewy (NYSE: CHWY) reported strong Q1 2025 financial results with net sales of $3.12 billion, up 8.3% year-over-year. The company achieved a net income of $62.4 million with a 2.0% net margin, though this decreased 30 basis points from the previous year. Gross margin was 29.6%, down 10 basis points. Adjusted EBITDA reached $192.7 million, increasing by $29.8 million, with margin expanding 50 basis points to 6.2%. Both basic and diluted EPS remained steady at $0.15, while adjusted EPS grew by $0.04 to $0.35. CEO Sumit Singh highlighted the company's successful market share gains, strong value proposition, and the resilience of the pet category. Chewy maintains a robust e-commerce presence with approximately 130,000 product offerings and partnerships with 3,200 trusted brands.