Chewy, Inc. (CHWY) Q4 2026 Earnings Call Transcript
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.
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) 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 logged higher fourth-quarter profit as revenue ticked up, and the company guided for continued growth in the years to come.
CHWY's eyes Q4 gains from Autoship growth, digital upgrades and healthcare push, but macro pressures and promotions may temper momentum.
Iran war headlines will continue to dominate trading this week. We'll also see economic data on employment, construction, and purchasing activity.
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.
Chewy (CHWY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Chewy's stock has underperformed the S&P 500 by about 22 percentage points. Recently, the company has had solid but unspectacular revenue growth.
Chewy (CHWY) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.