{"schema_version":"secwatch.filing_event.v1","accession":"0001766502-23-000042","form_type":"8-K","ticker":"CHWY","cik":"0001766502","company_name":"Chewy, Inc.","filed_at":"2023-12-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:30.358808+00:00","generated_at":"2026-06-07T17:16:12.041603+00:00","sec_items":["2.02","5.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Chewy Q3 net sales up 8.2% to $2.74B, adj. EBITDA $82.1M; appoints David Reeder as CFO","bullets":["Net sales $2.74B (+8.2% YoY); net loss $35.8M (diluted EPS -$0.08); adjusted EPS $0.15.","Adjusted EBITDA $82.1M (3.0% margin, +20 bps YoY); gross margin 28.5% (+10 bps).","Autoship customer sales 76.4% of net sales (+310 bps); net sales per active customer $543 (+13.8% YoY); active customers 20.3M (-1.3%).","Appointed David Reeder (ex-GlobalFoundries CFO) as CFO effective Feb 14, 2024; Stacy Bowman returns to CAO.","Reeder's compensation: $600k base, $16.8M new hire RSU grant, annual equity at 1650% of base."],"urls":{"canonical":"https://secwatch.observer/filing/0001766502-23-000042","json":"https://secwatch.observer/filing/0001766502-23-000042.json","markdown":"https://secwatch.observer/filing/0001766502-23-000042.md","text":"https://secwatch.observer/filing/0001766502-23-000042.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1766502/000176650223000042/0001766502-23-000042-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1766502/000176650223000042/chwy-20231206.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T17:16:12.041603+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"49c9656d6361a4fd59ed34f2d5c5047318d5e6b4","claim":"Chewy, Inc. reported financial results for third quarter of fiscal year 2023 ended October 29, 2023.","evidence_excerpt":"On December 6, 2023, Chewy, Inc. (the “Company”) announced its financial results for the third quarter of fiscal year 2023 ended October 29, 2023, by issuing a Letter to Shareholders (the “Letter”) and a press release.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1766502/000176650223000042/0001766502-23-000042-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter of fiscal year 2023 ended October 29, 2023"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"1a015fbf90","claim":"David Reeder was appointed as Chief Financial Officer at Chewy, Inc..","evidence_excerpt":"On December 4, 2023, the Board of Directors of the Company (the “Board”) approved the appointment of David Reeder as the Company’s CFO and principal financial officer, effective as of the date of Mr. Reeder’s employment with the Company, which is expected to be on February 14, 2024","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1766502/000176650223000042/0001766502-23-000042-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"253a0bf2d3","claim":"Stacy Bowman was removed as Chief Accounting Officer at Chewy, Inc..","evidence_excerpt":"the Board removed Ms. Bowman as the interim CFO and principal financial officer, effective as of the CFO Employment Date","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1766502/000176650223000042/0001766502-23-000042-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"removed"},{"label":"Role","value":"Chief Accounting Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}