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Chewy (CHWY) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-09-10 14:31
Core Viewpoint - Chewy reported a revenue of $3.1 billion for the quarter ended July 2025, reflecting an 8.6% year-over-year increase and a slight surprise over analyst expectations [1] Financial Performance - Earnings per share (EPS) for the quarter was $0.33, compared to $0.24 in the same quarter last year, aligning with the consensus estimate [1] - The revenue exceeded the Zacks Consensus Estimate of $3.08 billion by 0.71% [1] Key Metrics - Active customers reached 20,906, surpassing the average estimate of 20,854 [4] - Net sales per active customer were $591.00, slightly above the estimated $588.44 [4] - Net sales from consumables totaled $2.15 billion, exceeding the estimate of $2.14 billion, with a year-over-year increase of 6.6% [4] - Net sales from other categories were $608.7 million, slightly below the estimate of $612.4 million, but showing a year-over-year increase of 12.3% [4] - Net sales from hardgoods reached $346.1 million, surpassing the estimate of $328.46 million, with a year-over-year increase of 15.2% [4] Stock Performance - Chewy's shares have returned 16.3% over the past month, significantly outperforming the Zacks S&P 500 composite's 1.9% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3]