Chewy Inc Stock Price, News & Analysis

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.

Chewy (NYSE: CHWY) announced that CFO David Reeder will be departing the company in several months to take a CEO position in the semiconductor industry. Reeder will remain as CFO through the company's next earnings announcement in June and assist with the transition while Chewy searches for his successor.

CEO Sumit Singh reaffirmed the company's first quarter guidance and emphasized that their long-term plan remains intact with strong business momentum. Chewy continues to operate as a leading online pet products retailer, partnering with approximately 3,200 brands and offering around 130,000 products and services through their digital platforms.

Chewy (NYSE: CHWY) has announced it will release its fiscal first quarter 2025 financial results before market opens on Wednesday, June 11, 2025. The company will host a conference call and webcast at 8:00 am ET to discuss the results. Chewy, a leading online pet products retailer, partners with approximately 3,200 trusted brands and offers around 130,000 products and services through its platform. The company focuses on delivering high-quality products at competitive prices while providing exceptional customer service to build brand loyalty.

Chewy (NYSE: CHWY), a leading online pet products retailer, announced its participation in J.P. Morgan's 53rd Annual Global Technology, Media and Communications Conference. The company will engage in a fireside chat on May 14, 2025, at 10:00 AM ET. The event will be accessible via live audio webcast on Chewy's investor relations website, with a replay available for 30 days.

Chewy partners with approximately 3,200 trusted pet industry brands and offers its own private labels. The company's platform features around 130,000 products and services, delivering a customer-centric experience through its websites and mobile applications. Chewy positions itself as the premier online destination for pet products, supplies, and prescriptions, focusing on competitive pricing and exceptional customer service.

Chewy (NYSE: CHWY) has announced its fiscal Q4 and full year 2024 financial results, showing strong performance across key metrics. Q4 net sales reached $3.25 billion, up 14.9% year-over-year, with gross margin expanding 30 basis points to 28.5%. The quarter saw net income of $22.8 million and adjusted EBITDA of $124.5 million.

For full year 2024, net sales grew 6.4% to $11.86 billion, with gross margin improving 80 basis points to 29.2%. Net income reached $392.7 million, with net margin expanding 290 basis points to 3.3%. The company's adjusted EBITDA increased by $202.5 million to $570.5 million, while adjusted EBITDA margin expanded 150 basis points to 4.8%.

CEO Sumit Singh highlighted that both topline growth and profitability exceeded guidance ranges, driven by strong active customer growth and Autoship customer loyalty.