PYMNTS·5d ago
Chewy Puts a $50 Million Price Tag on AI ProductivityMany companies can't put a number on what artificial intelligence does for their productivity. Chewy has one.
Chewy appears to be transitioning from a high-growth, cash-burning model to a mature, cash-generating platform, with operating income scaling from a loss of $9.7M in 2024Q4 to nearly $100M in 2026Q2. This profitability pivot, driven by SG&A discipline and stab...
Price trend, volume and key moving averages
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Revenue growth has moderated to a stable 7.3% YoY pace, but a structural gross margin ceiling near 30% and an operating margin of just 3.0% in 2026Q2 suggest profitability remains highly sensitive to fulfillment and input cost pressures.
Chewy offers the BEST customer service and has a trusted reputation among pet parents, fostering strong customer loyalty.
With 3000+ brands of pet food and supplies, Chewy provides a comprehensive one-stop-shop for all pet needs.
Chewy's Autoship program offers significant discounts (up to 50% off), encouraging recurring revenue and customer retention.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 9, 2026 | $0.20+12.4% vs $0.18 | $3.3B+0.4% vs $3.3B |
Q3 2026 Jun 10, 2026 | $0.43+77.4% vs $0.24 | $3.4B+0.2% vs $3.4B |
Q2 2026 Mar 25, 2026 | $0.09-2.5% vs $0.09 | $3.3B-0.0% vs $3.3B |
Q4 2025 Dec 10, 2025 | $0.14+12.2% vs $0.12 | $3.1B+0.6% vs $3.1B |
Many companies can't put a number on what artificial intelligence does for their productivity. Chewy has one.
Chewy continues to build its dominant position in pet e-commerce through its highly successful Autoship subscription program. TJX Companies leverages its massive vendor network to maintain a competitive advantage in the global off-price retail market.
Chewy NYSE: CHWY is prioritizing U.S. health services, customer spending expansion and artificial intelligence capabilities as it seeks to build on its pet retail foundation, Chief Executive Officer Sumit Singh said during a Goldman Sachs conference fireside chat.
Chewy, Inc. (CHWY) Presents at Goldman Sachs Global Consumer and Retail Conference Transcript
Benchmark CHWY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Chewy, Inc. (CHWY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $19.66 | $8.14B | 37.81 | 6.24% | 1.77% | 58.68% | — | |
| $2.39 | $682.5M | 75.39 | -2.53% | 0.1% | 0.49% | — | |
| $8.60 | $77.69M | -1.90 | -18.45% | -8.42% | -39.54% | — | |
| $1.57 | $33.55M | -0.57 | -21.13% | -17.34% | -91.67% | — | |
| $60.13 | $2.95B | 22.78 | 13.01% | 17.28% | 16.65% | — | |
| $254.98 | $2.74T | 35.56 | 12.38% | 17.44% | 30.5% | — |
Chewy, Inc. (CHWY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Chewy, Inc. (CHWY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 9, 2026·SEC
Jun 10, 2026·SEC
Apr 28, 2026·SEC
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Chewy, Inc. (CHWY) stock FAQ — growth, dividends, profitability & financials explained
Chewy, Inc. (CHWY) reported $12.98B in revenue for fiscal year 2025. This represents a 1341% increase from $900.6M in 2016.
Chewy, Inc. (CHWY) grew revenue by 6.2% over the past year. This is steady growth.
Yes, Chewy, Inc. (CHWY) is profitable, generating $218.1M in net income for fiscal year 2025 (1.8% net margin).
Chewy, Inc. (CHWY) has a return on equity (ROE) of 58.7%. This is excellent, indicating efficient use of shareholder capital.
Chewy, Inc. (CHWY) generated $568.1M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
