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Chewy, Inc. 10-Q Filings

CHWY NYSE

Every 10-Q that Chewy, Inc. (CHWY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow CHWY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CHWY filings page.

Rhea-AI Summary

Chewy, Inc. (CHWY) reported solid top-line growth and stronger profitability for the thirteen and twenty-six weeks ended August 2, 2026. Net sales rose to $3,330.2 million for the quarter and $6,687.4 million year-to-date, both up about 7–8% versus the prior year.

Quarterly net income increased to $80.5 million and year-to-date net income to $175.3 million, with net margin improving to 2.6%. Adjusted EBITDA grew faster than sales, reaching $226.7 million for the quarter and $479.8 million year-to-date. Active customers increased 3.8% to 21.705 million, while net sales per active customer rose to $602, and Autoship customer sales represented roughly 85% of net sales.

Chewy completed the SmartPak and Modern Animal acquisitions for a combined cash outlay of about $552.8 million and added a $600.0 million seven-year Term Loan Credit Facility, while leaving its $800.0 million ABL Credit Facility undrawn at quarter-end. The company also repurchased $400.0 million of Class A shares year-to-date, ending with $611.0 million in cash and $160.3 million of year-to-date free cash flow.

Rhea-AI Summary

Chewy, Inc. reported solid quarterly growth for the thirteen weeks ended May 3, 2026. Net sales rose 7.7% to $3,357.2 million, driven by a 3.6% increase in active customers to 21.5 million and higher net sales per active customer of $597.

Net income increased to $94.8 million, up from $62.4 million, with net margin improving to 2.8%. Gross profit grew to $1,011.4 million and gross margin expanded to 30.1%, helped by stronger consumables and sponsored ads. Adjusted EBITDA rose to $253.1 million, a 7.5% margin.

Chewy generated $108.5 million in operating cash flow and $70.8 million in free cash flow, while investing $174.8 million to acquire SmartPak and $37.7 million in capital expenditures. It also repurchased 7.6 million Class A shares for $200.0 million and ended the quarter with $485.2 million in cash and an undrawn $800 million ABL credit facility. After quarter end, Chewy agreed to acquire Modern Animal for $400 million to further expand its pet healthcare ecosystem.

Rhea-AI Summary

Chewy, Inc. reported solid growth for the thirteen weeks ended November 2, 2025, with net sales rising to $3,116.6M from $2,877.6M a year earlier, an increase of 8.3%. Net income improved sharply to $59.2M compared with $3.9M, and diluted earnings per share increased to $0.14 from $0.01. Adjusted EBITDA grew to $180.9M, lifting margin to 5.8% of net sales.

For the thirty-nine weeks ended November 2, 2025, net sales reached $9,336.8M, up 8.4%, while net income was $183.6M versus $369.9M in the prior-year period, which had benefited from a large deferred tax valuation allowance release. Adjusted net income increased to $425.7M, and free cash flow rose to $330.4M. Chewy ended the period with cash and cash equivalents of $675.4M and no borrowings under its $800M asset-based credit facility.

The company continued returning capital through repurchases, spending $201.9M to buy back Class A common stock during the thirty-nine weeks and leaving $304.9M authorized under its share repurchase program. Chewy also agreed to acquire SmartPak Equine, LLC to expand its equine health and nutrition offerings, with closing expected in fiscal 2025 subject to regulatory approvals and customary conditions.

Rhea-AI Summary

Chewy, Inc. filed a Form 10-Q for the quarter ended August 3, 2025 presenting interim unaudited condensed consolidated financial information prepared under SEC rules. The company continues a $500 million board-authorized share repurchase program and completed repurchases including a $500 million June 2024 block and a $100 million concurrent repurchase in June 2025; during the 26 weeks ended August 3, 2025 it repurchased 3,689,685 Class A shares for $146.9 million and had $359.8 million remaining authorized for repurchase. Chewy maintains an $800 million ABL credit facility with $782.8 million borrowing capacity and had no outstanding borrowings as of August 3, 2025. The company recorded an income tax provision of $12.0 million and $27.5 million for the 13- and 26-week periods ended August 3, 2025, respectively, and maintained a full valuation allowance of $21.8 million against certain deferred tax assets. The filing discloses a receivable from BC Partners affiliates of $22.8 million related to tax indemnification and states legal matters are accrued when probable and estimable but could be material. Management concluded disclosure controls were effective as of August 3, 2025.