US · Consumer Cyclical · Internet Retail
EPS came in at 0.16 against a street estimate of 0.18 — a miss of 11.1%.
Analysts rate Chewy Inc a buy (17 buy, 12 hold, 1 sell out of 30) with an average price target of $28.82.
CONFIDENT Chewy delivered Q2 net sales of $3.33B (+7.3% YoY), gained 3.8% active customers to 21.7M, and expanded adjusted EBITDA margin to 6.8%. Autoship grew 9.3% representing 84.6% of sales. Company raised FY26 guidance and narrowed outlook citing stabilized consumer environment. Q2 FY26 Analyst pressed on discretionary weakness (treats vs core food) and breakdown; management clarified consumer prioritization hierarchy and explained hard goods outperformance. Follow-up on Modern Animal net adds and Autoship conversion prompted disclosure that customer impact will be shared later similar to SmartPack integration. 2026-09-09…
Full summary in the app.
| Fund | Stake |
|---|---|
| BC Partners PE LP | 43.96% |
| BlackRock Inc | 5.41% |
| Canada Pension Plan Investment Board | 5.03% |
| AQR Capital Management LLC | 4.07% |
| Vanguard Capital Management, LLC | 2.59% |
| Vanguard Portfolio Management, LLC | 2.50% |
| Morgan Stanley - Brokerage Accounts | 2.02% |
| Federated Hermes Inc | 1.85% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 CHEWY, INC. - FORM 10-Q SUMMARY Quarter Ended August 2, 2026 --- HEADLINE NUMBERS • Net Sales (26 weeks): $6,687.4 million vs. $6,220.2 million pri | 2026-09-09 |
| Results announced · Q3 FY2027 CHEWY, INC. – Q2 FISCAL 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Net sales: $3,330.2 million in Q2 2026, up 7.3% year-over-year ($3,104.2 million i | 2026-09-09 |
| Shareholder vote results · Q2 FY2027 CHEWY, INC. - 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held July 9, 2026 • Total votes cast across all proposals: approximately 1.9 | 2026-07-13 |
| Material agreement · Q2 FY2027 CHEWY, INC. - 8-K SUMMARY (June 24, 2026) HEADLINE NUMBERS • Company entered into a new $600.0 million seven-year senior secured term loan credit fa | 2026-06-24 |
| Quarterly report · Q1 FY2027 CHEWY, INC. - FORM 10-Q SUMMARY For Quarter Ended May 3, 2026 --- HEADLINE NUMBERS • Net Sales: $3,357.2 million (13 weeks ended May 3, 2026) vs. $ | 2026-06-10 |
| Results announced · Q2 FY2027 CHEWY Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Net sales of $3.36 billion, up 7.7% year-over-year • Net income of $94.8 million, up 51.9% year-o | 2026-06-10 |
| Proxy statement · Q2 FY2027 CHEWY, INC. – 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect five director nominees to three-year terms • Proposal | 2026-05-22 |
| Reg FD disclosure · Q1 FY2027 CHEWY, INC. - 8-K FILING SUMMARY HEADLINE NUMBERS • Filing Date: April 28, 2026 • Report Date: April 14, 2026 • Company: Chewy, Inc. (NYSE: CHWY) • | 2026-04-28 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board approves $500 million increase to share repurchase program Chewy's Board of Directors approved a $500 million increase to its share repurchase program on April 7, 2026. This is in addition to approximately $119.4 million in remaining authority from | 2026-04-08 |
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Google PlayApp StoreData updated 2026-09-18.