Chewy, Inc.
34.16-0.45 (-1.3%)
Oct 28, 4:00:02 PM EDT · NYSE · CHWY · USD
Key Stats
Market Cap
14.36BP/E (TTM)
94.89Basic EPS (TTM)
0.36Dividend Yield
0%Recent Filings
10-Q
Q2 FY2025 results
Chewy's Q2 FY2025 net sales climbed 8.6% y/y to $3.1B, fueled by 14.9% growth in Autoship sales and a 4.5% rise in active customers to 20.9 million, while gross margin expanded 90 basis points to 30.4% on stronger sponsored ads and healthcare margins. Operating income surged 117.1% y/y to $69.7M, with diluted EPS at $0.14 (derived from $62.0M net income over 428.4M shares, consistent with reported figures). YTD through August 3, 2025, sales rose 8.4% y/y to $6.2B, operating income up 51.6% to $146.6M, and diluted EPS $0.29, reconciling neatly to YTD net income of $124.4M over 426.8M shares. Cash from operations hit $220.3M YTD, yielding $154.6M free cash flow after $65.7M capex, with $591.8M cash and $782.8M revolver availability offsetting zero debt. Non-GAAP metrics like Adjusted EBITDA are defined and reconciled in the 10-Q. Yet competition in e-commerce pet retail sharpens pricing pressures.
8-K
Chewy Q2 sales beat guidance
Chewy reported Q2 fiscal 2025 net sales of $3.10 billion, up 8.6% year over year, with gross margin expanding 90 basis points to 30.4% and Adjusted EBITDA climbing 26.5% to $183.3 million. Autoship sales surged 15% to represent 83% of total revenue, fueling active customer growth to nearly 21 million. Yet net income fell to $62.0 million from a prior tax windfall. Strong recurring revenue bolsters resilience amid competition.
8-K
Chewy annual meeting results
Chewy, Inc. held its annual stockholder meeting on July 10, 2025, electing Mathieu Bigand, David Leland, Lisa Sibenac, and Sumit Singh as Class III directors for terms ending in 2028. Stockholders ratified Deloitte & Touche LLP as independent auditors for the fiscal year through February 1, 2026, with overwhelming support—over 2 billion votes for versus under 1 million against. The advisory vote on executive compensation passed handily too. Board refresh signals steady governance.
8-K
Chewy appoints interim CFO
Chewy's CFO David Reeder resigned effective July 3, 2025, to lead a semiconductor firm, prompting the board to appoint Chief Accounting Officer William Billings as interim principal financial officer that day. Billings, 49, brings extensive finance experience from GlobalFoundries, Coursera, Airbnb, and others, while retaining his accounting role. This smooth transition ensures continuity amid the leadership shift. No related party issues disclosed.
8-K
Chewy's secondary offering and repurchase
Chewy's affiliate seller unloaded 23,952,096 shares of Class A common stock at $41.95 per share in a secondary offering closing June 25, 2025, with the underwriter exercising its full 30-day option for another 3,592,815 shares. Concurrently, Chewy repurchased and retired 2,395,210 shares from the seller for $100 million at the same price, approved by a special independent committee. This offsets dilution from the offering. No proceeds flowed to Chewy from the sale.
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