CHWY's Autoship program outpaces overall sales growth in Q1, boosting recurring revenues as customer engagement and retention trends stay solid.
Chewy maintains a 'Strong Buy' rating despite lowering FY revenue guidance by $200M, citing macroeconomic headwinds. CHWY's acquisition of Modern Animal rapidly expanded its veterinary clinic footprint, positioning the pet health segment as a key growth and margin driver. Net sales per active customer rose 2.4% Y/Y to $597, with veterinary clinic expansion providing a catalyst for NSPAC and EBITDA margin growth.
CHWY sales increase and margins expand in Q1, with Autoship strength supporting results as the company updates its 2026 outlook.
| Specialty Retail Industry | Consumer Discretionary Sector | Ryan Cohen CEO | XETRA Exchange | US16679L1098 ISIN |
| US Country | 18,000 Employees | - Last Dividend | - Last Split | 14 Jun 2019 IPO Date |
Chewy, Inc. operates as a dedicated e-commerce company in the United States, focusing on the pet industry. Since its inception in 2010, it has grown to become a significant player, offering a wide array of pet-related products and services through its online platforms. Based in Plantation, Florida, Chewy's business model caters exclusively to the needs of pet owners, providing an extensive catalogue of items for a variety of pets including dogs, cats, fish, birds, small pets, horses, and reptiles. By leveraging its retail websites and mobile applications, Chewy aims to deliver convenience, variety, and value to its customers.
Chewy, Inc. offers a comprehensive range of products and services tailored to meet the diverse needs of pets and their owners: