Chewy Inc. (NYSE:CHWY) on Wednesday better-than-expected earnings for the third quarter.The company reported a third-quarter 2025 adjusted earnings of 32 cents per share, beating the consensus of 13 cents and within the management guidance of 28-33 cents. The retailer of pet supplies reported sales of $3.117 billion, up 8.3% year over year, compared to the consensus of $3.099 billion and the management guidance of $3.07 billion-$3.1 billion."Chewy continues to outperform the pet category and expand market s ...

Chewy Inc. (NYSE:CHWY) on Wednesday better-than-expected earnings for the third quarter.The company reported a third-quarter 2025 adjusted earnings of 32 cents per share, beating the consensus of 13 cents and within the management guidance of 28-33 cents. The retailer of pet supplies reported sales of $3.117 billion, up 8.3% year over year, compared to the consensus of $3.099 billion and the management guidance of $3.07 billion-$3.1 billion."Chewy continues to outperform the pet category and expand market s ...

Key Takeaways Q3 net sales rose 8.3% to $3.12B, with Autoship up 13.6%.Gross margin expanded 50 bps to 29.8% and EBITDA margin improved 100 bps to 5.8%.Active customers reached 21.2M, boosting NSPAC to $595.Chewy, Inc. (CHWY) reported third-quarter fiscal 2025 results, wherein both the top and bottom lines beat the Zacks Consensus Estimate and increased year over year. The company delivered top-line growth that exceeded the high end of the guidance, supported by the strong performance of its Autoship progra ...

Core Insights - Chewy Inc. is a leading online retailer in the pet supplies market, focusing on customer service and a user-friendly platform to differentiate itself from competitors like Amazon and Petco [1] Financial Performance - Chewy reported third-quarter revenue of $3.12 billion, representing an 8.1% year-over-year increase, driven by strong demand and a rise in unit volume [3][6] - The number of active customers grew to 21.2 million, reflecting a nearly 5% year-over-year increase, supported by improved marketing efficiency and higher conversion rates [3][6] Sales Growth - Autoship sales, crucial for predictability and cost efficiency, increased by 13.6% year-over-year to $2.61 billion, indicating strong customer retention [4][6] - The performance of Chewy's mobile app also showed significant growth, with app customers and orders rising by 15% year-over-year due to enhanced functionality and increased direct traffic [4] Market Position and Outlook - Barclays maintained an "Overweight" rating for Chewy, raising its price target from $47 to $52 following the company's impressive earnings report and optimistic guidance for the fourth quarter [2][6] - Despite challenging macroeconomic conditions, Chewy continues to demonstrate resilience and growth, with the stock currently priced at $35.43 and a market capitalization of approximately $14.69 billion [5]

We were watching yesterday whether Chewy could sustain its profitability momentum after a string of strong quarters. ...

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Core Insights - The company is positioned strongly against competitors like Petco, Amazon, and Walmart, indicating a competitive edge in the pet care market [1] - The emotional connection consumers have with pets enhances the company's market appeal, combining e-commerce efficiency with personalized service akin to local pet stores [2] - The company has significantly increased its auto-ship sales from 60% in 2019 to over 84%, indicating strong customer retention and a shift towards a subscription-based model that supports premium growth and profitability [3]

Core Insights - Chewy reported an 8% revenue growth, which is more than double the industry growth rate, and a 30% profit growth, indicating strong performance in a competitive market [5][10] - The stock experienced volatility following the earnings report, initially dropping in pre-market trading but eventually closing up 1.5% [2] - Chewy's strategy includes a focus on e-commerce and customer service, with over 84% of sales coming from a quasi-subscription program, Auto Ship [8][10] Financial Performance - Revenue grew by 8%, significantly outpacing the industry growth rate [5] - Profit growth reached 30%, translating to a 100 basis point increase in margins [11] - Free cash flow conversion is strong, with 80% of profits being converted into free cash flow [11] Market Position - Chewy is gaining market share, growing at more than twice the market rate, and is outperforming competitors like Petco, Amazon, and Walmart [5][10] - The company is expanding its footprint with new locations and enhancing customer experience through high-touch service and technology [13][18] Product Offerings - Chewy is focusing on premiumization and humanization trends in pet food, launching a private label product called Get Real, which has received positive customer feedback [19][20] - The company is also seeing growth in discretionary spending, with an 18% year-over-year increase in this category [21] Customer Engagement - Chewy's customer satisfaction scores are high, and the company is successfully attracting new customers through its veterinary services and health products [14][15] - The Chewy Plus program is designed to enhance customer experience and increase share of wallet, showing promising early results [12]

[Music] Well, here's a confusing one. This morning, we got this set of numbers from Chewy, the online store for pet food and pet supplies that I have told you I like very much. Cub reported a modest top and bottom line beat also raising the low end of their fullear forecast.At the same time though, the gardens for the current quarters seem to be a little light. Wall Street seemed to have a hard time figuring out what to make of these results. Stock initially dropped in pre-market trading, then it came roari ...

Chewy CEO Sumit Singh reviewed the online pet supplies retailer's most recent quarter in a Wednesday interview with CNBC's Jim Cramer, and detailed strategy — namely a focus on scale, convenience and personalization."Pets...is a super emotive category," Singh said. "And in an emotive category like this, when you show up with being best in class in what we do — which is e-commerce — but then we deliver service levels that you can only expect at the best local neighborhood pet stores, it kind of is the best o ...