Workflow
Chewy(CHWY) - 2026 Q1 - Earnings Call Presentation

Financial Performance - Net sales for Q1 2025 reached $3.116 billion, representing an 8.3% year-over-year growth[14] - Autoship customer sales for Q1 2025 were $2.563 billion, a 14.8% increase year-over-year[18] - Net sales per active customer in Q1 2025 was $583[10] - Adjusted EBITDA for Q1 2025 was $192.7 million, with a margin of 6.2%[10] - The company returned $23.2 million to shareholders through share repurchases in Q1 2025[8] - Free cash flow for Q1 2025 was $48.7 million[50] Customer Metrics - The company added 240,000 net sequential active customers[8] - Autoship customer sales accounted for 82.2% of net sales[10] Guidance - The company projects net sales of $3.06 billion - $3.09 billion for Fiscal Second Quarter 2025, representing approximately 7 to 8% YoY growth[35] - The company anticipates adjusted diluted EPS of $0.30 - $0.35 for Fiscal Second Quarter 2025[35] - The company forecasts net sales of $12.30 billion - $12.45 billion for Fiscal Year 2025, representing approximately 6 to 7% YoY growth[35] - The company expects adjusted EBITDA margin of 5.4% - 5.7% for Fiscal Year 2025[35]