CHWY
Chewy, Inc.33.34
+0.20+0.6%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
AI details, private brands color
Q&A added color to prepared remarks without walk-backs, detailing AI applications in customer service self-serve refunds and fulfillment computer vision for low-tens-of-millions 2026 savings, plus Chewy Made's aim for low-mid-teens private brand penetration at 500bps gross margin lift via consumables. Newer customer cohorts now match legacy strength; Chewy+ hit 4% penetration in test mode. SmartEquine needs fixing before scaling to hundreds of millions. Guidance ramp reflects timing, not demand shifts—low single-digit industry stable. Newer cohorts match legacy. Investors watch private brands and AI execution.
Key Stats
Market Cap
13.84BP/E (TTM)
68.04Basic EPS (TTM)
0.49Dividend Yield
0%Recent Filings
8-K
Chewy's FY25 sales up 8.3%
Chewy reported fiscal 2025 net sales of $12.6B, up 6.2% year over year (8.3% normalized), with gross margin expanding 60bps to 29.8% and Adjusted EBITDA surging 26% to $719M. Active customers hit 21.3 million; free cash flow reached record $562M. Yet GAAP net income fell to $223M from a tax-boosted prior year. Cash pile swelled to $860M.
10-K
FY2025 results
Chewy drove FY2025 net sales to $12.6B, up 6.2% y/y and 8.3% excluding the prior year's 53rd week, fueled by 11.8% Autoship growth to $10.5B (83% of sales), 4% active customer gains to 21.3M, and $591 net sales per active customer. Gross margin expanded 60bps to 29.8% via sponsored ads and consumables strength, lifting Adjusted EBITDA 26% to $719M (5.7% margin) despite $262M buybacks. Q4 repurchases totaled $51M at ~$32/share from $250M remaining authorization. Free cash flow accelerated 24% to $562M. Yet BCP affiliates control direction via 80% voting power.
8-K
Chewy names Deppe CFO
Chewy appointed Christopher Deppe as CFO effective February 23, 2026, replacing interim principal financial officer William Billings, who remains Chief Accounting Officer. Deppe, a Chewy VP since 2022 with prior Amazon stints, gets $450,000 base, 100% target bonus, and hefty equity including $8.8M one-time RSUs. No disagreements prompted the shift. Chewy reaffirms FY2025 guidance and 10% long-term Adjusted EBITDA margin.
10-Q
Q3 FY2026 results
Chewy posted Q3 net sales of $3.1B, up 8.3% y/y, with gross profit climbing 10.0% to $928.2M at a 29.8% margin—50bps better—while operating income jumped 154.7% y/y to $65.2M. Diluted EPS hit $0.14 on 425.5M shares, matching net income of $59.2M. Cash swelled to $675.4M, operations generated $428.2M (up 10.1% y/y), and free cash flow reached $330.4M after $97.8M capex; $783.1M remains available on the ABL facility with no draws. Strong autoship sales at 83.9% of total drove gains across consumables and healthcare. Signed SmartPak deal to bolster equine offerings. Competition presses from rivals in pet e-commerce.
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