Chewy Q3 Earnings & Sales Beat Estimates on Autoship-Led Momentum
CHWY posts strong Q3 results as Autoship sales power 8.3% net sales growth, lifting margins.
Chewy Surges on Earnings Beat but Investors Take Profits Into Close
We were watching yesterday whether Chewy could sustain its profitability momentum after a string of strong quarters.
Chewy, Inc. (CHWY) Q3 2026 Earnings Call Transcript
Chewy, Inc. ( CHWY ) Q3 2026 Earnings Call December 10, 2025 8:00 AM EST Company Participants Natalie Nowak Sumit Singh - CEO & Director William Billings - Interim Principal Financial Officer & Chief Accounting Officer Conference Call Participants Eric Sheridan - Goldman Sachs Group, Inc., Research Division Douglas Anmuth - JPMorgan Chase & Co, Research Division Steven Zaccone - Citigroup Inc., Research Division Nathaniel Feather - Morgan Stanley, Research Division Shweta Khajuria - Wolfe Research, LLC Anna Andreeva - Piper Sandler & Co., Research Division Dylan Carden - William Blair & Company L.L.C., Research Division Presentation Operator Hello, and welcome to the Chewy Third Quarter 2025 Earnings Call.
Chewy+ subscriptions strength helps extend the streak of growing ‘pegged' customers
Chewy on Wednesday reported fiscal third-quarter sales that rose above expectations, as more people than expected stayed with the online pet-products retailer's Chewy+ subscription program despite a sharp price hike.
Chewy Stock Looks to Extend Win Streak After Earnings Beat
Chewy Inc (NYSE:CHWY) stock is up 1% to trade at $35.18 at last glance, earlier jumping as high as $37.34, after the pet supply e-tailer beat top- and bottom-line expectations for the third quarter.
Here's What Key Metrics Tell Us About Chewy (CHWY) Q3 Earnings
The headline numbers for Chewy (CHWY) give insight into how the company performed in the quarter ended October 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Chewy shares rebound after Q3 beat after soft Q4 EPS outlook
Chewy Inc (NYSE:CHWY) shares rebounded on Wednesday morning after an early premarket dip, following the company's guidance for fourth-quarter earnings that fell slightly short of analyst expectations. The online pet retailer reported third-quarter earnings per share (EPS) of $0.32 on $3.12 billion in revenue, up 8.3% from a year earlier, beating Wall Street estimates.
Chewy (CHWY) Q3 Earnings and Revenues Top Estimates
Chewy (CHWY) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to earnings of $0.2 per share a year ago.
Chewy: A Sell Heading Into Q3 Earnings (Rating Downgrade)
Chewy is the leading U.S. online pet products retailer but faces premium valuation and slowing growth amid intense competition. CHWY's autoship program drives 83% of sales, providing strong revenue visibility, yet active customer growth has stagnated. Despite margin improvements and expansion into higher-margin services, the company's forward P/E of 64.2 signals high expectations not matched by current growth rates.
Chewy: Solid Execution, But The Stock Looks Reasonably Valued
Chewy (CHWY) is rated Hold, with a $35 price target, reflecting a 5% upside and market-like performance expectations. CHWY trades at a 26x earnings multiple, a premium to peers, justified by steady revenue growth and low leverage, but capped by below-industry margins. Autoship drives 83% of revenue with 15% YoY growth, but margin pressure and dependence on this channel remain concerns.
Chewy: Priced For Perfection While Competition Heats Up
Chewy is fairly valued, with current prices reflecting significant international expansion potential that's not yet announced. CHWY's strong growth potential and high loyalty are offset by intensifying competition and risks from controlling shareholder exits. International expansion, especially through an acquisition, could unlock major upside, but execution and competitive threats from Amazon and Walmart (among others) loom large.
Countdown to Chewy (CHWY) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS
Get a deeper insight into the potential performance of Chewy (CHWY) for the quarter ended October 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
