{"schema_version":"secwatch.filing_event.v1","accession":"0001766502-26-000033","form_type":"8-K","ticker":"CHWY","cik":"0001766502","company_name":"Chewy, Inc.","filed_at":"2026-03-25T23:59:59+00:00","discovered_at":"2026-05-14T18:02:36.110138+00:00","generated_at":"2026-05-15T09:02:36.902611+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Chewy FY2025 net sales $12.6B (+8.3% normalized); adj. EBITDA $719M (+26%)","bullets":["FY net sales $12.60B (+6.2% YoY or +8.3% on 52-wk basis); Q4 $3.26B (+0.5% or +8.1% normalized).","FY GAAP net income $222.8M ($0.52 diluted EPS) declined; adj. diluted EPS $1.27 (+$0.23 YoY).","FY adj. EBITDA $719.2M (+$148.7M YoY); margin 5.7% expanded 90 bps.","Q4 adj. EBITDA $162.3M (+$37.8M); Q4 gross margin 29.4% expanded 90 bps.","Record free cash flow $562M; active customers 21.3 million."],"urls":{"canonical":"https://secwatch.observer/filing/0001766502-26-000033","json":"https://secwatch.observer/filing/0001766502-26-000033.json","markdown":"https://secwatch.observer/filing/0001766502-26-000033.md","text":"https://secwatch.observer/filing/0001766502-26-000033.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1766502/000176650226000033/0001766502-26-000033-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1766502/000176650226000033/chwy-20260325.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T09:02:36.902611+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":"835d417885fdf212045e47f41431b737da27fe14","claim":"Chewy, Inc. reported Fiscal year ended February 1, 2026 results: revenue $12.60 billion, net income $222.8 million, EPS Basic $0.54, Diluted $0.52.","evidence_excerpt":"Net sales of $12.60 billion improved 6.2 percent year over year or 8.3 percent on a normalized 52-week basis • Gross margin of 29.8 percent expanded 60 basis points year over year • Net income of $222.8 million, including share-based compensation expense and related taxes of $311.2 million • Net margin of 1.8 percent contracted 150 basis points year over year (2) • Basic earnings per share of $0.54, a decrease of $0.39 year over year (2) • Diluted earnings per share of $0.52, a decrease of $0.39 year over year (2)","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1766502/000176650226000033/0001766502-26-000033-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fiscal year ended February 1, 2026"},{"label":"Revenue","value":"$12.60 billion"},{"label":"Net income","value":"$222.8 million"},{"label":"EPS","value":"Basic $0.54, Diluted $0.52"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"db74b4310d2fd83f63cc29c4a2485813b0bfd2d3","claim":"Chewy, Inc. reported Fiscal fourth quarter ended February 1, 2026 results: revenue $3.26 billion, net income $39.2 million, EPS Basic $0.09, Diluted $0.09.","evidence_excerpt":"Net sales of $3.26 billion improved 0.5 percent year over year or 8.1 percent on a normalized 13-week basis • Gross margin of 29.4 percent expanded 90 basis points year over year • Net income of $39.2 million, including share-based compensation expense and related taxes of $77.6 million • Net margin of 1.2 percent expanded 50 basis points year over year • Basic earnings per share of $0.09, an increase of $0.03 year over year • Diluted earnings per share of $0.09, an increase of $0.04 year over year","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1766502/000176650226000033/0001766502-26-000033-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fiscal fourth quarter ended February 1, 2026"},{"label":"Revenue","value":"$3.26 billion"},{"label":"Net income","value":"$39.2 million"},{"label":"EPS","value":"Basic $0.09, Diluted $0.09"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}