Chewy (CHWY) reported $3.12 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 8.3%. EPS of $0.32 for the same period compares to $0.20 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.1 billion, representing a surprise of +0.59%. The company delivered an EPS surprise of +6.67%, with the consensus EPS estimate being $0.30.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

Company Overview - Zumiez Inc. is a leading specialty retailer focused on apparel, footwear, accessories, and hardgoods for young men and women interested in action sports, streetwear, and unique lifestyles [3] - As of November 1, 2025, Zumiez operates 728 stores globally, with 569 in the United States, 46 in Canada, 85 in Europe, and 28 in Australia [3] - The company operates under the names Zumiez, Blue Tomato, and Fast Times, and has ecommerce platforms at zumiez.com, blue-tomato.com, and fasttimes.com.au [3] Upcoming Financial Results - Zumiez Inc. will report its fiscal 2025 third quarter results on December 4, 2025, after the stock market closes [1] - A conference call to discuss the results will take place on the same day at 5:00 p.m. ET [1] Conference Call Details - Participants are encouraged to pre-register for the conference call to receive dial-in details [2] - The conference call will also be available via a live webcast, and a replay will be accessible for a limited time [2]

Core Insights - Chewy, Inc.'s Hardgoods segment demonstrated significant growth in Q2 of fiscal 2025, with revenues increasing over 15% year over year, surpassing total sales growth of 8.6% [1][10] - The company has onboarded over 1,500 new brands and improved inventory freshness, enhancing customer access to a diverse selection [2] - Management noted broad-based gains in Hardgoods driven by better merchandising and customer engagement, while investing $3-$5 million in inbound processing to maintain pricing power amid tariff concerns [3] - The growth in Hardgoods contributed to a gross margin improvement of 90 basis points year over year, reaching 30.4% [4] - Chewy raised its fiscal 2025 net sales guidance to $12.5-$12.6 billion, indicating a growth of 7-8% when adjusted for the previous year's extra week [5] - Chewy's net sales growth has outperformed competitors like Central Garden & Pet Company and Petco Health and Wellness [6] Financial Performance - Central Garden & Pet reported Q3 fiscal 2025 net sales of $961 million, down 4% year over year, primarily due to the exit of two product lines and adverse weather conditions [7] - Petco Health and Wellness reported Q2 fiscal 2025 net sales of $1.49 billion, down 2.3% year over year, with comparable sales declining 1.4% [8] - Chewy's shares have gained 15.1% year to date, compared to the industry's growth of 5.1% [9] Valuation and Estimates - Chewy trades at a trailing price-to-sales ratio of 1.34X, below the industry average of 2.58X [11] - The Zacks Consensus Estimate for Chewy's fiscal 2025 and 2026 earnings implies year-over-year growth of 22.1% and 20.4%, respectively [12]

Core Insights - Zumiez Inc. reported a 1.9% increase in net sales for Q2 2025, reaching $214.3 million compared to $210.2 million in Q2 2024, with comparable sales up 2.5% on top of a 3.6% increase in the previous year [2][3] - The company experienced a net loss of $1.0 million, or $0.06 per share, in Q2 2025, compared to a net loss of $0.8 million, or $0.04 per share, in Q2 2024 [2] - For the first six months of fiscal 2025, net sales increased 2.9% to $398.6 million, with a net loss of $15.3 million, or $0.88 per share, an improvement from a net loss of $17.6 million, or $0.91 per share, in the same period last year [3][4] Financial Performance - Gross profit for Q2 2025 was $76.0 million, representing a gross margin of 35.5%, compared to a gross profit of $71.8 million and a margin of 34.2% in Q2 2024 [15] - Total liabilities decreased to $330.9 million as of August 2, 2025, from $349.7 million a year earlier, while total assets were reported at $623.4 million [18][19] - The company had cash and current marketable securities of $106.7 million as of August 2, 2025, down from $127.0 million a year prior, primarily due to share repurchases and capital expenditures [4] Sales Trends - North American comparable sales increased by 4.2% in Q2 2025, with a notable acceleration in sales trends leading to an 11.2% increase in comparable sales for the third quarter to date [1][6] - The company anticipates net sales for Q3 2025 to be between $232 million and $237 million, with expected comparable sales growth of 5.5% to 7.5% [7] Strategic Initiatives - Zumiez plans to open approximately 6 new stores in fiscal 2025, including 5 in North America and 1 in Australia, as part of its growth strategy [8] - The CEO expressed optimism about the upcoming holiday season, citing strong back-to-school performance and the success of recent merchandise and customer experience initiatives [5]

Company Overview - Zumiez Inc. is a leading specialty retailer focused on apparel, footwear, accessories, and hardgoods for young men and women interested in action sports, streetwear, and unique lifestyles [3] - As of August 2, 2025, Zumiez operates 731 stores globally, with 571 in the United States, 46 in Canada, 86 in Europe, and 28 in Australia [3] - The company operates under the names Zumiez, Blue Tomato, and Fast Times, and has ecommerce platforms at zumiez.com, blue-tomato.com, and fasttimes.com.au [3] Upcoming Financial Results - Zumiez Inc. will report its fiscal 2025 second quarter results on September 4, 2025, after the stock market closes [1] - A conference call to discuss the results will take place on the same day at 5:00 p.m. ET [1] Conference Call Details - Interested parties can pre-register for the conference call through a provided link and will receive confirmation with dial-in details [2] - The conference call will also be available via a live webcast, and a replay will be accessible for a limited time [2]

Core Insights - Chewy Inc.'s Hardgoods segment showed significant growth in Q1 2025, with revenues increasing by 12.3% year over year to $342.2 million, surpassing the overall revenue growth of 8.3% [1][10] - The company added over 150 new brands and halved SKU onboarding time, enhancing product selection and market execution speed [2] - Management noted broad-based growth across hardgoods subcategories, driven by improved inventory management, personalized merchandising, and enhanced digital discoverability [3] Sales and Market Position - Chewy's strategy to increase wallet share beyond essential products is evident, with hardgoods showing potential for deeper customer relationships and incremental revenue [4] - The company's hardgoods performance contributed to strengthening market share and resilient growth, maintaining full-year revenue guidance of $12.3–$12.45 billion, reflecting a growth rate of 6–7% adjusted for the previous year's extra week [5] - Chewy's net sales outperformed key competitors, including Central Garden & Pet Company and Petco Health and Wellness [6] Competitor Analysis - Central Garden & Pet reported Q2 fiscal 2025 net sales of $833.5 million, down 7.4% year over year, affected by weather delays and product line losses, though e-commerce and Wild Bird segments performed well [7] - Petco Health and Wellness reported Q1 fiscal 2025 net sales of $1.49 billion, down 2.3% year over year due to store closures, with expectations of low single-digit sales decline for 2025 [8] Financial Performance - Chewy's shares have increased by 17% year to date, outperforming the industry's growth of 9.5% [9] - The company trades at a forward price-to-sales ratio of 1.26X, below the industry average of 2.17X, with a Value Score of C [11] - The Zacks Consensus Estimate for Chewy's fiscal 2025 earnings indicates a year-over-year growth of 23.1%, with upward revisions for estimates over the past 60 days [12]

Company Overview - Zumiez Inc. is a leading specialty retailer focused on apparel, footwear, accessories, and hardgoods for young men and women interested in action sports, streetwear, and unique lifestyles [3] - As of May 3, 2025, Zumiez operates 730 stores globally, with 569 in the United States, 46 in Canada, 87 in Europe, and 28 in Australia [3] - The company operates under the names Zumiez, Blue Tomato, and Fast Times, and has ecommerce platforms at zumiez.com, blue-tomato.com, and fasttimes.com.au [3] Upcoming Financial Results - Zumiez will report its fiscal 2025 first quarter results on June 5, 2025, after the stock market closes [1] - A conference call to discuss the results will take place on the same day at 5:00 p.m. ET [1] - Participants are encouraged to pre-register for the conference call and to join 15 minutes early to avoid delays [2]