CHWY's Autoship engine powers Q3 growth as rising penetration, margin gains, and Chewy+ adoption fuel durable profitability.
Chewy Inc. gained 12% during the quarter as the company delivered solid results driven by higher autoship subscription activity and expanding private-label offerings. The largest contributors to Fund performance during the quarter included Chewy Inc. (CHWY) (9.5% of net assets as of September 30, 2025; 12%), Zoetis Inc. (ZTS) (8.1%; 8%), and Freshpet Inc. (FRPT) (4.8%; 10%). The largest detractors were Trupanion Inc. (TRUP) (5.4%; -6%), Petco Health & Wellness (WOOF) (4.3%; -10%), and CVS Group plc (CVS) (7.0%; -5%).
Chewy has stood out in online retailing through superior customer service. It has boosted revenue with its Autoship program and by expanding into other business lines.
Chewy's NYSE: CHWY fiscal year 2026 (FY2026) Q3 results highlight why it is a good buy to hold in 2026. The company is outperforming expectations and lifting guidance amid a business growth spurt and improving operational quality.
CHWY posts strong Q3 results as Autoship sales power 8.3% net sales growth, lifting margins.
We were watching yesterday whether Chewy could sustain its profitability momentum after a string of strong quarters.
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 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 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.
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 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) 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.