Chewy Inc reported record profitability in 2025 with net sales of $12.6 billion, up 8.3%, and adjusted EBITDA rising 26% to $719.2 million. The company saw active customers grow 4% to 21.3 million and autoship subscriptions accounted for 83.3% of sales. Chewy also posted a record free cash flow of $562.4 million. For 2026, it forecasts net sales between $13.6 billion and $13.75 billion, signaling continued growth and margin expansion, driven by strong momentum in Autoship, healthcare offerings, and its Chewy+ membership program.
Chewy reported a 7.7% year-over-year net sales increase in Q1, generating $71 million in free cash flow and achieving record profitability. The company added nearly 200,000 net customers despite facing consumer headwinds. While Chewy's guidance antic...
Chewy's stock was upgraded from Hold to Buy following a 40% decline and compressed earnings multiples. Despite some earnings estimate misses, Chewy has shown consistent revenue and profit growth. The pet products market remains strong, supporting con...
