earnings
confidence high
sentiment positive
materiality 0.70
Chewy Q2 net sales $3.10B beat guidance, up 8.6% YoY; adjusted EBITDA rises to $183.3M
Chewy, Inc.
2025-Q2 EPS reported
$0.29
revenue$6,220,200,000
- Net sales $3.10B (+8.6% YoY) exceeded guidance high end; Autoship net sales +15%, 83% of total.
- GAAP net income $62.0M, diluted EPS $0.14, down from $0.68 YoY due to $79.1M stock-based comp.
- Adjusted diluted EPS $0.33 (+$0.09 YoY); adjusted EBITDA $183.3M (+$38.4M); margin 5.9% (+80 bps).
- Active customers ~21M (+4.5% YoY); net sales per active customer $591 (+4.5% YoY).
- Gross margin 30.4% (+90 bps YoY), driven by favorable product mix and cost efficiencies.
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