Chewy, Inc. (CHWY) Morgan Stanley Technology, Media & Telecom Conference (Transcript)

Company Overview - Chewy, Inc. has recently completed its first full year under the leadership of CFO David Reeder, who noted that the year passed quickly due to unexpected developments in the business [4]. Business Performance - The company initially expected active customer numbers to remain flat for fiscal year 2024, but it has since guided that numbers would be flat to up, indicating positive momentum throughout the year [5].