Chewy (CHWY) Meets Q2 Earnings Estimates

Financial Performance - Chewy reported quarterly earnings of $0.33 per share, matching the Zacks Consensus Estimate, and an increase from $0.24 per share a year ago [1] - The company posted revenues of $3.1 billion for the quarter ended July 2025, exceeding the Zacks Consensus Estimate by 0.71% and up from $2.86 billion year-over-year [2] - Chewy has surpassed consensus EPS estimates two times in the last four quarters and topped consensus revenue estimates four times in the same period [1][2] Stock Performance - Chewy shares have increased approximately 25.7% since the beginning of the year, outperforming the S&P 500's gain of 10.7% [3] - The sustainability of the stock's price movement will depend on management's commentary during the earnings call [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.31 on revenues of $3.04 billion, and for the current fiscal year, it is $1.28 on revenues of $12.48 billion [7] - The estimate revisions trend for Chewy was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Internet - Commerce industry, to which Chewy belongs, is currently in the top 34% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, PetMed, is expected to report a quarterly loss of $0.06 per share, reflecting a year-over-year change of -133.3% [9]