Chewy Inc. (CHWY)
CHWY's Autoship Hits 84%: Is Recurring Revenue a Key Catalyst?
Chewy's Autoship sales top $2.7B in Q4, accounting for 84% of revenues, as rising customer spend and AI-led personalization reinforce durable recurring growth.
Chewy (CHWY) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Chewy (CHWY) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
CHWY Stock Up 13% Following Solid Q4 Performance Despite Earnings Miss
Chewy stock jumps 13% after Q4 sales beat estimates despite EPS miss, as Autoship strength, margin gains and cash flow fuel upbeat growth outlook.
Chewy Is Using AI To Become Much More Profitable (Rating Upgrade)
Chewy is upgraded to strong buy due to expected AI-driven margin expansion and robust 2026 earnings guidance. AI initiatives are projected to raise CHWY's adjusted EBITDA margin by 100 bps to 6.7%, significantly boosting profitability. The company plans to accelerate growth via private-label pet food and continued market share gains, not price increases.
Chewy, Inc. (CHWY) Q4 2026 Earnings Call Transcript
Chewy, Inc. (CHWY) Q4 2026 Earnings Call Transcript
Chewy: Expanding Margin Profile
Chewy, Inc. delivered a strong Q4 with 8% Y/Y revenue growth and expanding EBITDA and FCF margins. Net sales per active customer rose 2.2% Y/Y to $591, supporting organic revenue growth and underpinning a compelling long-term growth thesis for Chewy's e-commerce platform. Free cash flow surged 48% year-over-year for CHWY to $232M, driven by higher operating cash flow and higher platform metrics, such as NSPAC.
Chewy shares jump on strong results, upbeat outlook
Shares of Chewy Inc (NYSE:CHWY) rose over 14% at the open on Wednesday after the online pet retailer reported fourth-quarter and full-year results that highlighted record profitability and issued a confident outlook. Chewy posted full-year net sales of $12.6 billion, up 8.3% on a normalized basis, while fourth-quarter revenue came in at $3.26 billion, supported by what the company described as high-quality growth.
Chewy (CHWY) Q4 Earnings Miss Estimates
Chewy (CHWY) came out with quarterly earnings of $0.27 per share, missing the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.28 per share a year ago.
Chewy Posts Higher Profit, Revenue
Chewy logged higher fourth-quarter profit as revenue ticked up, and the company guided for continued growth in the years to come.
Chewy to Report Q4 Earnings: Essential Insights Ahead of the Report
CHWY's eyes Q4 gains from Autoship growth, digital upgrades and healthcare push, but macro pressures and promotions may temper momentum.
Gamestop, Carnival, Chewy, Jefferies, and More to Watch This Week
Iran war headlines will continue to dominate trading this week. We'll also see economic data on employment, construction, and purchasing activity.
Stay Ahead of the Game With Chewy (CHWY) Q4 Earnings: Wall Street's Insights on Key Metrics
Beyond analysts' top-and-bottom-line estimates for Chewy (CHWY), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended January 2026.
