Nov 19, 2025 7:30 AM Eastern Standard Time Chewy Announces Fiscal Third Quarter 2025 Financial Results Conference Call Share PLANTATION, Fla.--(BUSINESS WIRE)--Chewy, Inc. (NYSE: CHWY) ("Chewy†), a trusted destination for pet parents and partners everywhere, announced today that it will report fiscal third quarter 2025 financial results before the market opens on Wednesday, December 10, 2025. Management will host a conference call and webcast to discuss the company's financial results at 8:00 am ET. To ac ...

Core Insights - BARK, Inc. has reported its financial results for the second quarter of fiscal year 2026, highlighting a focus on debt repayment and operational flexibility [1][2][4] Financial Performance - Total revenue for the quarter was $107.0 million, exceeding the company's guidance range of $102.0 million to $105.0 million [4][5] - Commerce revenue, which includes retail business, was $24.8 million, reflecting a 5.6% increase year-over-year [4][5] - BARK Air revenue reached $3.6 million, marking a significant increase of 138.0% compared to the previous year [4][5] - The company reported a net loss of $(10.7) million, compared to a net loss of $(5.3) million in the same quarter last year [4][5] - Adjusted EBITDA was $(1.4) million, which was within the company's guidance range [4][5] Debt Management - BARK repaid its $45 million convertible note in cash, making the company debt-free as of November 6, 2025 [2][6] - The company extended its $35 million line of credit to enhance financial flexibility [2][7] Strategic Focus - The company aims to diversify its revenue streams while maintaining profitability, with a focus on efficient subscriber growth and retention [2][5] - Marketing investments were reduced by 18% compared to the previous year, aligning with the strategy to focus on revenue diversification [5][6] Operational Metrics - Direct to Consumer (DTC) revenue was $82.1 million, a decrease of 19.9% year-over-year, attributed to fewer subscriptions carried into the quarter [5][6] - Total orders decreased to 2,544 thousand from 3,270 thousand year-over-year [19] - Average Order Value (AOV) remained relatively stable at approximately $30.87 [19] Balance Sheet Highlights - As of September 30, 2025, cash and cash equivalents stood at $63.4 million, with inventory at $101.0 million [13][21] - Total assets were reported at $247.98 million, while total liabilities were $161.51 million [21]