在线宠物用品零售商Chewy(CHWY.US)股价走高，截至发稿，该股涨4%，报36.2美元。该股盘前一度 下挫逾7%。该公司公布了优于预期的第三季度业绩，但其对第四季度及全年展望不及预期。 不过，尽管季度表现亮眼，公司发布的未来指引令投资者感到失望。Chewy管理层预计，第四季度每股 盈利将在0.24~0.27美元区间，营收预计为32.4亿至32.6亿美元，均低于市场预估的0.29美元EPS和32.6亿 美元营收。 全年展望方面，Chewy将销售指引上调至125.8亿至126.7亿美元(此前为125.0亿至126.0亿美元)。虽然新 中值(126.2亿美元)略高于市场预期，因部分机构对全年营收预期高达126.7亿美元，使得市场反应偏负 面。 第三季度，Chewy营收同比增长8.3%至31.2亿美元，推动利润同比大增60%，每股盈利(EPS)达到0.32美 元，显著高于市场预期。公司指出，业绩向好主要得益于自动订购(Autoship)订单的增长、每名活跃客 户贡献销售额提升以及活跃客户数量同比增长5%。 Autoship客户销售额占净销售额的比重进一步提升90个基点至83.9%，显示客户黏性增强。其他关键财 ...

不过，尽管季度表现亮眼，公司发布的未来指引令投资者感到失望。Chewy管理层预计，第四季度每股 盈利将在0.24~0.27美元区间，营收预计为32.4亿至32.6亿美元，均低于市场预估的0.29美元EPS和32.6亿 美元营收。 全年展望方面，Chewy 将销售指引上调至125.8亿至126.7亿美元(此前为125.0亿至126.0亿美元)。虽然新 中值(126.2亿美元)略高于市场预期，因部分机构对全年营收预期高达126.7亿美元，使得市场反应偏负 面。 Autoship客户销售额占净销售额的比重进一步提升90个基点至83.9%，显示客户黏性增强。其他关键财 务指标亦有所改善，包括调整后经营利润增长30.9%、调整后EBITDA利润率提升100个基点、净利润率 上升180个基点。 现金流方面，公司运营活动产生的净现金增长13.3%至2.079亿美元，推动自由现金流同比提升15.8%至 1.758亿美元。 智通财经APP获悉，在线宠物用品零售商Chewy(CHWY.US)股价走高，截至发稿，该股涨4%，报36.2美 元。该股盘前一度下挫逾7%。该公司公布了优于预期的第三季度业绩，但其对第四季度及全年展望不 及 ...

Core Insights - Chewy reported quarterly earnings of $0.32 per share, exceeding the Zacks Consensus Estimate of $0.30 per share, and showing an increase from $0.20 per share a year ago, resulting in an earnings surprise of +6.67% [1] - The company achieved revenues of $3.12 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 0.59% and up from $2.88 billion year-over-year [2] - Chewy has outperformed consensus EPS estimates three times over the last four quarters and has topped revenue estimates four times in the same period [2] Future Outlook - The sustainability of Chewy's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3] - Current consensus EPS estimate for the upcoming quarter is $0.29 on revenues of $3.28 billion, and for the current fiscal year, it is $1.27 on revenues of $12.59 billion [7] - The Zacks Rank for Chewy is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Internet - Commerce industry, to which Chewy belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Chewy (NYSE:CHWY) Q3 2026 Earnings Call December 10, 2025 08:00 AM ET Company ParticipantsSteven Zaccone - Director of Equity ResearchSumit Singh - CEONatalie Nowak - Director of Investor RelationsWill Billings - Chief Accounting Officer and Interim Principal Financial OfficerConference Call ParticipantsEric Sheridan - Senior Equity Research AnalystAnna Andreeva - Managing Director and Senior Research AnalystShweta Khajuria - Managing Director and Senior Equity Research AnalystDylan Carden - Senior Equity A ...

Chewy (NYSE:CHWY) Q3 2026 Earnings Call December 10, 2025 08:00 AM ET Company ParticipantsSteven Zaccone - Director of Equity ResearchSumit Singh - CEONatalie Nowak - Director of Investor RelationsWill Billings - Chief Accounting Officer and Interim Principal Financial OfficerConference Call ParticipantsEric Sheridan - Senior Equity Research AnalystAnna Andreeva - Managing Director and Senior Research AnalystShweta Khajuria - Managing Director and Senior Equity Research AnalystDylan Carden - Senior Equity A ...

Chewy (NYSE:CHWY) Q3 2026 Earnings Call December 10, 2025 08:00 AM ET Speaker6Hello and welcome to the Chewy third quarter 2025 earnings call. My name is Emily, and I'll be coordinating your call today. After the presentation, you'll have the opportunity to ask any questions, which you can do so by pressing star followed by the number one on your telephone keypad. I will now hand over to our host, Natalie Nowak, to begin. Please go ahead.Speaker7Thank you for joining us on the call today to discuss our thir ...

格隆汇12月10日｜在线宠物零售商Chewy公布第三季度业绩，营收为31.2亿美元，超过分析师预期的 31.1亿美元；调整后每股收益为0.32美元，亦超过预期的0.3美元。公司预计2025财年净销售额将介于 125.8亿至126亿美元之间，此前预期为125亿美元至126亿美元，仍低于分析师预计的126.5亿美元。 ...

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Q3 2025 Financial Results December 10, 2025 1 Forward-Looking Statements This communication contains forward-looking statements about us and our industry that involve substantial risks and uncertainties. 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 ...

Chewy logged higher profit and revenue in its latest quarter as it continued to grow its market share. ...