Chewy (CHWY) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Chewy reported $3.25 billion in revenue for the quarter ended January 2025, a year-over-year increase of 14.9% [1] - The EPS for the same period was $0.28, compared to $0.18 a year ago, indicating a significant improvement [1] - The revenue exceeded the Zacks Consensus Estimate of $3.2 billion, resulting in a surprise of +1.60% [1] - The company delivered an EPS surprise of +33.33%, with the consensus EPS estimate being $0.21 [1] Key Metrics - Active Customers reached 20,514, surpassing the average estimate of 20,266 by seven analysts [4] - Net sales per active customer were $578, slightly below the average estimate of $582.72 based on six analysts [4] - Net Sales from Consumables were $2.29 billion, exceeding the average estimate of $2.24 billion based on three analysts [4] - Net Sales from Other categories were $592.26 million, compared to the average estimate of $600.84 million based on three analysts [4] - Net Sales from Hardgoods were $365.29 million, surpassing the average estimate of $353.15 million from three analysts [4] Stock Performance - Chewy's shares returned -2.7% over the past month, compared to the Zacks S&P 500 composite's -2.9% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]