Inferra AI / Company / CHWY
Chewy, Inc.
CHWY · Consumer Discretionary
Last earnings Sep 9, 2026
Key results
Gross marginquarter
30.4 percent
Gross margin of 30.4 percent increased 90 basis points year over year
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
Net incomequarter
$62.0 million
Net income of $62.0 million, including share-based compensation expense and related taxes of $79.1 million Net margin of 2.0 percent decreased 850 basis points year over year (2)
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
Basic EPSquarter
$0.15
Basic earnings per share of $0.15, a decrease of $0.55 year over year (2)
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
EPSquarter
$0.14
Diluted earnings per share of $0.14, a decrease of $0.54 year over year (2) Adjusted EBITDA (1) of $183.3 million, an increase of $38.4 million year over year Adjusted EBITDA margin (1) of 5.9 percent increased 80 basis points year over year Adjusted net income (1) of $141.1 million
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
Adjusted net incomequarter
$38.4 million
Diluted earnings per share of $0.14, a decrease of $0.54 year over year (2) Adjusted EBITDA (1) of $183.3 million, an increase of $38.4 million year over year Adjusted EBITDA margin (1) of 5.9 percent increased 80 basis points year over year Adjusted net income (1) of $141.1 million
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
AI analysis
Q2 2025 · reported Sep 10, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Gross margin | 30.4 percent | — | — |
| Net income | $62.0 million | — | — |
| Basic EPS | $0.15 | — | — |
| EPS | $0.14 | — | — |
| Adjusted net income | $38.4 million | — | — |
Guidance · company-stated
Direction: raised
No guidance located in the held release
“The durability of our recurring revenue base, continued customer growth, and disciplined execution give us confidence to raise our full-year revenue and profitability outlook, while continuing to invest in compelling opportunities that deepen customer engagement and create long-term shareholder value.”
Margin
Capital allocation
All statements other than statements of historical facts contained in this communication, including statements regarding our share repurchase program, our future results of operations or financial condition, business strategy and plans and objectives of management for future operations, are forward-looking statements.
Free cash flow defined as net cash provided by operating activities (the most comparable GAAP financial measure) less capital expenditures (which consist of purchases of property and equipment, capitalization of labor related to our websites, mobile applications, software development, and leasehold improvements).
Event summary
Chewy Announces Second Quarter 2025 Financial Results
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
All statements other than statements of historical facts contained in this communication, including statements regarding our share repurchase program, our future results of operations or financial condition, business strategy and plans and objectives of management for future operations, are forward-looking statements.
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
Free cash flow defined as net cash provided by operating activities (the most comparable GAAP financial measure) less capital expenditures (which consist of purchases of property and equipment, capitalization of labor related to our websites, mobile applications, software development, and leasehold improvements).
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
Because of these limitations, you should consider these measures alongside GAAP financial performance measures, including net income, net margin, basic and diluted earnings per share, various cash flow metrics including net cash provided by operating activities and capital expenditures, and our other GAAP results.
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
All statements other than statements of historical facts contained in this Quarterly Report on Form 10-Q, including statements regarding our share repurchase program, our future results of operations or financial condition, business strategy and plans and objectives of management for future operations, are forward-looking statements.
SEC original ↗Chewy, Inc. — 10-Q Quarterly report10-QSep 9, 2026
On April 7, 2026, the Company s Board of Directors approved an increase of $ 500 million to the Repurchase Program.
SEC original ↗Chewy, Inc. — 10-Q Quarterly report10-QSep 9, 2026
Under the Repurchase Program, the Company may repurchase shares of common stock on a discretionary basis from time to time through open market repurchases, in privately negotiated transactions, through repurchases made in compliance with Rule 10b-18 and/or Rule 10b5-1 under the Securities Exchange Act of 1934, as amended (the Exchange Act ), or other means.
SEC original ↗Chewy, Inc. — 10-Q Quarterly report10-QSep 9, 2026
Strategy & priorities
All statements other than statements of historical facts contained in this communication, including statements regarding our share repurchase program, our future results of operations or financial condition, business strategy and plans and objectives of management for future operations, are forward-looking statements.
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
We have included these non-GAAP metrics in this earnings release because each is a key measure used by our management and board of directors to evaluate our operating performance, generate future operating plans, assess liquidity and the amount of cash we generate, and make strategic decisions regarding the allocation of capital.
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
Share-based compensation has been, and will continue to be for the foreseeable future, a recurring expense in our business and an important part of our compensation strategy and adjusted EBITDA and adjusted net income do not reflect changes in the fair value of equity warrants, and severance and exit costs, as all of these exclusions are either not representative of our underlying operations or are incremental costs that result from an actual or planned transaction or initiative.
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
Key Financial and Operating Data We measure our business using both financial and operating data and use the following metrics and measures to assess the near-term and long-term performance of our overall business, including identifying trends, formulating financial projections, making strategic decisions, assessing operational efficiencies, and monitoring our business.
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
All statements other than statements of historical facts contained in this Quarterly Report on Form 10-Q, including statements regarding our share repurchase program, our future results of operations or financial condition, business strategy and plans and objectives of management for future operations, are forward-looking statements.
SEC original ↗Chewy, Inc. — 10-Q Quarterly report10-QSep 9, 2026
Risks & headwinds
Forward-Looking Statements This communication contains forward-looking statements about us and our industry that involve substantial risks and uncertainties.
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
The outcome of the events described in these forward-looking statements is subject to risks, uncertainties and other factors described in the section titled Risk Factors included under Part I, Item 1A in our Annual Report on Form 10-K for the fiscal year ended February 2, 2025, in our other filings with the Securities and Exchange Commission, our subsequent quarterly reports, and elsewhere in this communication.
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
New risks and uncertainties emerge from time to time, and it is not possible for us to predict all risks and uncertainties that could have an impact on the forward-looking statements contained in this communication.
SEC original ↗Chewy, Inc. — Earnings release (8-K exhibit)EX-99Sep 10, 2025
Legal Proceedings 33 Item 1A.
SEC original ↗Chewy, Inc. — 10-Q Quarterly report10-QSep 9, 2026
FINANCIAL INFORMATION CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q for the quarterly period ended August 2, 2026 contains forward-looking statements about us and our industry that involve substantial risks and uncertainties.
SEC original ↗Chewy, Inc. — 10-Q Quarterly report10-QSep 9, 2026
The outcome of the events described in these forward-looking statements is subject to risks, uncertainties and other factors described in the section titled Risk Factors included under Part I, Item 1A in our Annual Report on Form 10-K for the fiscal year ended February 1, 2026, in our other filings with the Securities and Exchange Commission, our subsequent quarterly reports, and elsewhere in this Quarterly Report on Form 10-Q.
SEC original ↗Chewy, Inc. — 10-Q Quarterly report10-QSep 9, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
31 documents- Q2 2026
- 10-QCHWY
Sep 9, 2026
- 8-KCHWY
Sep 9, 2026
- 8-KCHWY
Jul 13, 2026
- Q1 2026
- 8-KCHWY
Jun 24, 2026
- 10-QCHWY
Jun 10, 2026
- 8-KCHWY
Jun 10, 2026
- 8-KCHWY
Apr 28, 2026
- 8-KCHWY
Apr 8, 2026
- Q4 2025
- 10-KCHWY
Mar 25, 2026
- 8-KCHWY
Mar 25, 2026
- 8-KCHWY
Feb 24, 2026
- EX-99CHWY
Feb 24, 2026
- 8-KCHWY
Jan 20, 2026
- Q3 2025
- 10-QCHWY
Dec 10, 2025
- 8-KCHWY
Dec 10, 2025
- Q2 2025
- 10-QCHWY
Sep 10, 2025
- 8-KCHWY
Sep 10, 2025
- 8-KCHWY
Jul 15, 2025
- 8-KCHWY
Jul 9, 2025
- Q1 2025
- 8-KCHWY
Jun 25, 2025
- 10-QCHWY
Jun 11, 2025
- 8-KCHWY
Jun 11, 2025
- 8-KCHWY
May 12, 2025
- 8-KCHWY
Apr 25, 2025
- 8-KCHWY
Apr 2, 2025
- Q4 2024
- 10-KCHWY
Mar 26, 2025
- 8-KCHWY
Mar 26, 2025
- 8-KCHWY
Feb 25, 2025
- Q3 2024
- 8-KCHWY
Dec 13, 2024
- 10-QCHWY
Dec 4, 2024
- 8-KCHWY
Dec 4, 2024
Earnings releases
10 documentsPresentations
0 documentsNo presentations for Chewy, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Chewy, Inc. are held in this edition of the library.
Mentioned by
5 companiesOther tracked companies whose held documents mention Chewy, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
Union Pacific Corporation (UNP)
“eds from maturities of marketable… …414.2 410.1 413.9 Diluted 410.1 428.4 414.6 426.8 CHEWY, INC. CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (in millions) (Unaudited) 26 Weeks Ended August 2, 2026 August 3, 2025 Cash flows from operati”
“marketable securities (21.4) — Proceeds from maturities of marketable… …year over year “Chewy continues to outperform the pet category while expanding profitability and free cash flow,” said Sumit Singh, Chief Executive Officer of Chewy. “Our first”
“l Litigation Committee” or “SLC”); (ii)… …BC Partners LLP (“BC Partners”) proposed to the Chewy board of directors (the “Board”) a downstream merger (the “Downstream Merger”) under which the following would occur: Argos, the holding company through…”
“ff in the above-captioned consolidated … …BC Partners LLP (“BC Partners”) proposed to the Chewy board of directors (the “Board”) a downstream merger (the “Downstream Merger”) under which the following would occur: Argos, the holding company through…”
“ns resulted in such affiliates restructuring their ownership interests in the Company and Chewy Pharmacy KY, LLC (“Chewy Pharmacy KY”) becoming … …of historical facts contained in this Annual Report on Form 10-K, including statements regarding our sh”
See also the earnings calendar for every tracked company’s next earnings date.