secwatch / observer

Chewy, Inc. — fact timeline

Source-grounded facts extracted from Chewy, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

CHWY Chewy, Inc. JSON
Earnings Releases

Chewy, Inc. reported the first quarter of fiscal year 2026 ended May 3, 2026 results: revenue $3.36 billion, net income $94.8 million, EPS $0.23 per diluted share.

“Net sales of $3.36 billion increased 7.7 percent year over year”
Earnings Releases

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.

“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”
Earnings Releases

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.

“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)”

David Reeder departed as Chief Financial Officer at Chewy, Inc..

“On May 7, 2025, David Reeder notified Chewy, Inc. (the “Company”) that he will be resigning from his position as the Company’s Chief Financial Officer and principal financial officer, effective as of a date to be determined, to return to the semiconductor industry as a Chief Executive Officer.”

Dr. Nat Goldhaber was appointed as Class I Director at Chewy, Inc..

“On April 24, 2025, the board of directors (the "Board") of Chewy, Inc. (the "Company") increased the size of the Board from thirteen to fourteen directors and filled the newly created vacancy by appointing Dr. Nat Goldhaber (the "New Director") as a Class I director, with a term expiring at the Company's annual meeting of stockholders in 2026.”
Debt Financings

Chewy, Inc. amended credit facility with Wells Fargo Bank, National Association, as administrative agent, and JPMorgan Chase Bank, N.A., as syndication agent at removal of the 10 basis points credit spread adjustment applicable to SOFR borro maturing April 1, 2030.

“the Amendment provides for, among other things, (i) an extension of the maturity date applicable to the Credit Agreement to April 1, 2030, (ii) removal of the 10 basis points credit spread adjustment applicable to SOFR borrowings under the Credit Agreement”

Deborah Ellinger was appointed as Class II Director at Chewy, Inc..

“On February 21, 2025, the board of directors (the “Board”) of Chewy, Inc. (the “Company”) increased the size of the Board from twelve to thirteen directors and filled the newly created vacancy by appointing Ms. Deborah Ellinger (the “New Director”) as a Class II director”

David Reeder changed role as interim Chief Accounting Officer at Chewy, Inc..

“the Board removed David Reeder as the interim CAO and interim PAO, effective as of the CAO Employment Date.”

William Billings was appointed as Chief Accounting Officer at Chewy, Inc..

“On August 5, 2024, the Board of Directors (the “Board”) of Chewy, Inc. (the “Company”) approved the appointment of William Billings as the Company’s Chief Accounting Officer (the “CAO”) and principal accounting officer (the “PAO”), effective as of the date that Mr. Billings commences employment with the Company, which is expected to be on August 12, 2024 (the “CAO Employment Date”).”

David Reeder was appointed as Chief Accounting Officer at Chewy, Inc..

“On July 22, 2024, the Board of Directors of the Company (the “Board”) approved the appointment of David Reeder, age 49, as the Company’s CAO and PAO on an interim basis.”

Stacy Bowman resigned as Chief Accounting Officer at Chewy, Inc..

“On July 18, 2024, Stacy Bowman notified Chewy, Inc. (the “Company”) that she will be resigning from her position as the Company’s Chief Accounting Officer (“CAO”) and principal accounting officer (“PAO”).”
Earnings Releases

Chewy, Inc. reported financial results for fourth quarter and full fiscal year 2023 ended January 28, 2024.

“On March 20, 2024, Chewy, Inc. (the “Company”) announced its financial results for the fourth quarter and full fiscal year 2023 ended January 28, 2024, by issuing a Letter to Shareholders (the “Letter”) and a press release.”
Earnings Releases

Chewy, Inc. reported financial results for third quarter of fiscal year 2023 ended October 29, 2023.

“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.”

Stacy Bowman was removed as Chief Accounting Officer at Chewy, Inc..

“the Board removed Ms. Bowman as the interim CFO and principal financial officer, effective as of the CFO Employment Date”

David Reeder was appointed as Chief Financial Officer at Chewy, Inc..

“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”
Material Agreements

Chewy, Inc. entered into Agreement and Plan of Merger with Chewy Kentucky Holding, LLC, Buddy Chester Sub Parent Holdco, Inc., Buddy Chester Sub LLC (effective 2023-10-30).

“The Transactions were effected pursuant to an Agreement and Plan of Merger (the “Merger Agreement”), dated as of October 30, 2023, by and among the Company, Chewy Kentucky Holding, LLC, a Delaware limited liability company and wholly owned subsidiary of the Company (“Merger Sub”), Buddy Chester Sub Parent Holdco, Inc., a Delaware Corporation (“Buddy Holdco”), and, solely for the purposes of certain articles identified therein, Buddy Chester Sub LLC (“Buddy Chester”), a Delaware limited liability company controlled by affiliates of BC Partners.”
Earnings Releases

Chewy, Inc. reported second quarter of fiscal year 2023 ended July 30, 2023 results: revenue $2.78 billion, net income $18.9 million, EPS $0.04.

“Net sales of $2.78 billion improved 14.3 percent year over year”
Governance Changes

Chewy, Inc.: Approved and filed an amendment to the Amended and Restated Certificate of Incorporation to require that Securities Act claims be brought only in federal district courts (effective 2023-07-14).

“On July 14, 2023, Chewy, Inc. (the “Company”) held its annual meeting of stockholders (the “Annual Meeting”). At the Annual Meeting, as described below under Item 5.07, the stockholders of the Company, among other things, approved an amendment to the Company’s Amended and Restated Certificate of Incorporation, to require that, to the fullest extent permitted by law, claims under the Securities Act of 1933, as amended (the “Securities Act”), be brought only in the federal district courts of the United States of America (the “Charter Amendment”). The Charter Amendment became effective upon the Company’s filing of a Certificate of Amendment to the Amended and Restated Certificate of Incorporation with the Secretary of State of the State of Delaware on July 14, 2023 (the “Certificate of Amendment”).”
Shareholder Votes

Chewy, Inc. shareholders approved Approval of Charter Amendment at the 2023-07-14 meeting.

“4. The approval of the Charter Amendment: VOTES FOR VOTES AGAINST ABSTENTIONS BROKER NON-VOTES 3,170,098,788 19,143,118 112,189 22,692,250”
Shareholder Votes

Chewy, Inc. shareholders approved Advisory vote on compensation of named executive officers at the 2023-07-14 meeting.

“3. The approval, on a non-binding, advisory basis, of the compensation of the Company’s named executive officers: VOTES FOR VOTES AGAINST ABSTENTIONS BROKER NON-VOTES 3,181,812,253 1,988,402 5,553,440 22,692,250”
Shareholder Votes

Chewy, Inc. shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent registered public accounting firm at the 2023-07-14 meeting.

“2. The ratification of the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending January 28, 2024: VOTES FOR VOTES AGAINST ABSTENTIONS BROKER NON-VOTES 3,211,507,480 437,456 101,409 0”
Shareholder Votes

Chewy, Inc. shareholders approved Election of Class I Directors: Marco Castelli, James Nelson, Martin H. Nesbitt, and Raymond Svider at the 2023-07-14 meeting.

“1. The election of Marco Castelli, James Nelson, Martin H. Nesbitt, and Raymond Svider to the Board as Class I Directors: DIRECTOR NOMINEE VOTES FOR VOTES WITHHELD BROKER NON-VOTES Marco Castelli 3,170,025,492 19,328,603 22,692,250 James Nelson 3,166,404,882 22,949,213 22,692,250 Martin H. Nesbitt 3,187,166,545 2,187,550 22,692,250 Raymond Svider 3,147,528,011 41,826,084 22,692,250”

Stacy Bowman was appointed as Chief Financial Officer (interim) at Chewy, Inc..

“On July 20, 2023, the Board of Directors of the Company (the “Board”) approved the appointment of Stacy Bowman as the Company’s CFO and principal financial officer on an interim basis, effective as of July 29, 2023.”

Mario Marte retired as Chief Financial Officer at Chewy, Inc..

“On July 17, 2023, Mr. Marte notified the Company of his decision to retire from his position effective as of July 28, 2023.”
Earnings Releases

Chewy, Inc. reported the first quarter of fiscal year 2023 ended April 30, 2023 results: revenue $2.78 billion, net income $22.2 million, EPS $0.05.

“Chewy, Inc. (NYSE: CHWY) (“Chewy”), a trusted destination for pet parents and partners everywhere, has released its financial results for the first quarter of fiscal year 2023 ended April 30, 2023, and posted a letter to its shareholders on its investor relations website at https://investor.chewy.com . Fiscal Q1 2023 Highlights: • Net sales of $2.78 billion improved 14.7 percent year over year • Gross margin of 28.4 percent expanded 90 basis points year over year • Net income of $22.2 million, including share-based compensation expense and related taxes of $53.8 million • Net margin of 0.8 percent remained flat year over year • Basic and diluted earnings per share of $0.05, an increase of $0.01 year over year”

Susan Helfrick departed as General Counsel and Secretary at Chewy, Inc..

“On May 2, 2023, Susan Helfrick, General Counsel and Secretary of Chewy, Inc. (the “Company”), notified the Company of her decision to retire from her position effective as of June 20, 2023.”
Governance Changes

Chewy, Inc.: Amended bylaws to revise director nomination procedures, add Rule 14a-19 compliance requirements, reflect DGCL changes, and make administrative updates (effective 2023-04-06).

“On April 6, 2023, the Board of Directors of Chewy, Inc. (the “Company”) adopted and approved amendments to the Company’s amended and restated bylaws (the “Bylaws”), effective immediately.”
Earnings Releases

Chewy, Inc. reported the full fiscal year ended January 29, 2023 results: revenue Net sales of $10.1 billion, net income Net income of $49.2 million, EPS Basic and diluted earnings per share of $0.12.

“Fiscal 2022 Highlights: • Net sales of $10.1 billion improved 13.6 percent year over year • Gross margin of 28.0 percent expanded 130 basis points year over year • Net income of $49.2 million, including share-based compensation expense of $163.2 million • Net margin of 0.5 percent expanded 130 basis points year over year • Basic and diluted earnings per share of $0.12, an increase of $0.30 year over year”
Earnings Releases

Chewy, Inc. reported the fiscal fourth quarter ended January 29, 2023 results: revenue Net sales of $2.71 billion, net income Net income of $6.1 million, EPS Basic and diluted earnings per share of $0.01.

“Fiscal Q4 2022 Highlights: • Net sales of $2.71 billion improved 13.4 percent year over year • Gross margin of 28.1 percent expanded 270 basis points year over year • Net income of $6.1 million, including share-based compensation expense of $50.2 million • Net margin of 0.2 percent expanded 290 basis points year over year • Basic and diluted earnings per share of $0.01, an increase of $0.16 year over year”
Debt Financings

Chewy, Inc. amended credit facility of $800 million with Wells Fargo Bank, National Association, as administrative agent; JPMorgan Chase Bank, N.A., as syndication agent; Citibank, N.A. as Lead Arranger and Joint Bookrunner at Term SOFR.

“The Amendment provides for, among other things, (i) an additional $300 million of commitments, such that following such increase, the aggregate principal amount of commitments were equal to a total of $800 million, (ii) the addition of Citibank, N.A. as a Lead Arranger and Joint Bookrunner (each as defined therein), and (iii) the transition of the Benchmark (as defined therein) from the “LIBO Rate” to “Term SOFR”.”
Material Agreements

Chewy, Inc. amended Amendment No. 2 with the Lenders, Wells Fargo Bank, National Association, as administrative agent, and JPMorgan Chase Bank, N.A., as syndication agent valued at $300 million (effective 2023-01-26).

“On January 26, 2023, Chewy, Inc. (the “Company”) entered into Amendment No. 2 (the "Amendment") to the ABL Credit Agreement, dated as of June 18, 2019 (as amended on August 27, 2021 and otherwise as further amended, restated, amended and restated, supplemented or otherwise modified from time to time, the “Credit Agreement”), by and among the Company, the Lenders (as defined therein) from time to time party hereto, Wells Fargo Bank, National Association, as administrative agent, and JPMorgan Chase Bank, N.A., as syndication agent. The Amendment provides for, among other things, (i) an additional $300 million of commitments, such that following such increase, the aggregate principal amount of commitments were equal to a total of $800 million,”

Mario Marte departed as Chief Financial Officer at Chewy, Inc..

“On December 8, 2022, Chewy, Inc. (the “Company”) announced that Mario Marte, the Company’s Chief Financial Officer, intends to retire from the Company on a date to be determined in 2023.”
Earnings Releases

Chewy, Inc. reported third quarter of fiscal year 2022 ended October 30, 2022 results: revenue $2.53 billion, net income $2.3 million.

“Fiscal Q3 2022 Highlights: • Net sales of $2.53 billion improved 14.5 percent year over year • Gross margin of 28.4 percent expanded 200 basis points year over year • Net income of $2.3 million, including share-based compensation expense of $46.1 million”

Mathieu Bigand was appointed as Director at Chewy, Inc..

“On September 14, 2022, the Board appointed Mr. Mathieu Bigand to fill the vacancy on the Board created by the resignation of Mr. Kim.”

James Kim resigned as Director at Chewy, Inc..

“On September 13, 2022, Mr. James Kim resigned from the board of directors (the “Board”) of Chewy, Inc. (the “Company”), effective as of September 13, 2022.”

Marco Castelli was appointed as Director at Chewy, Inc..

“appointed Mr. Marco Castelli to fill the vacancy on the Board created by the previously reported resignation of Ms. Sharon L. McCollam.”

Sharon L. McCollam resigned as Director at Chewy, Inc..

“the vacancy on the Board created by the previously reported resignation of Ms. Sharon L. McCollam.”

James Nelson was appointed as Chair of the Audit Committee at Chewy, Inc..

“In connection with Ms. McCollam’s resignation, on September 8, 2021, James Nelson, currently a member of the Board, was appointed as Chair of the Board’s Audit Committee.”

Sharon L. McCollam resigned as Director at Chewy, Inc..

“On September 7, 2021, Ms. Sharon L. McCollam resigned from the board of directors (the “Board”) of Chewy, Inc. (the “Company”) and the Audit Committee of the Board, effective as of September 8, 2021.”

J.K. Symancyk resigned as Director at Chewy, Inc..

“On July 28, 2021, Mr. J.K. Symancyk resigned from the board of directors of Chewy, Inc. (the “Company”), effective as of such date.”

James Nelson was appointed as Director at Chewy, Inc..

“On July 19, 2021, the board of directors (the “Board”) of Chewy, Inc. (the “Company”) increased the size of the Board from twelve to thirteen directors and filled the newly created vacancy by appointing Mr. James Nelson (the “New Director”) as a Class I director, with a term expiring at the Company’s annual meeting of stockholders in 2023.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.