Highest-materiality recent filing
Chewy Q1 FY2026: net sales up 7.7% to $3.36B, adjusted EPS $0.43
Net income of $94.8M vs. prior year; diluted EPS $0.23; adjusted diluted EPS $0.43.
Chewy settles derivative lawsuit for $29.5M; court sets June 23 hearing for approval
Settlement agreement reached April 6, 2026, resolving derivative claims over the 2023 Downstream Merger.
Chewy increases share repurchase authorization by $500M
Board approved $500M increase to existing repurchase program on April 7, 2026.
Chewy FY2025 net sales $12.6B (+8.3% normalized); adj. EBITDA $719M (+26%)
FY net sales $12.60B (+6.2% YoY or +8.3% on 52-wk basis); Q4 $3.26B (+0.5% or +8.1% normalized).
Chewy appoints Chris Deppe as CFO; reaffirms FY2025 guidance and long-term margin target
Appointment effective Feb 23, 2026; interim CFO Will Billings returns to Chief Accounting Officer role.
Chewy Q3 net sales $3.12B (+8.3% YoY); adjusted EPS $0.32 beats; net income $59.2M
Net sales $3.12B (+8.3% YoY); diluted EPS $0.14 (vs $0.01); GAAP net income $59.2M.
Chewy Q2 net sales $3.10B beat guidance, up 8.6% YoY; adjusted EBITDA rises to $183.3M
Net sales $3.10B (+8.6% YoY) exceeded guidance high end; Autoship net sales +15%, 83% of total.
Chewy CFO David Reeder resigns; William Billings named interim principal financial officer
David Reeder resigned as CFO effective July 3, 2025 to become CEO in the semiconductor industry.
Buddy Chester Sub LLC (BC Partners) sold 23.95M shares at $41.95 in offering; underwriter option for ~3.59M additional shares exercised.
Chewy Q1 net sales $3.12B (+8.3% YoY), adjusted EBITDA $192.7M, adjusted EPS $0.35
Net sales $3.12B, up 8.3% YoY; gross margin 29.6%, down 10 bps YoY.
Chewy CFO David Reeder to depart; Q1 FY2025 guidance reaffirmed
David Reeder resigns as CFO to become CEO in semiconductor industry; no disagreement with Chewy.
Chewy amends ABL credit facility: maturity to 2030, removes 10bps SOFR spread
Maturity date extended to April 1, 2030 under Amendment No. 3.
Chewy Q4 net sales $3.25B (+15% YoY); adj. diluted EPS $0.28; FY2024 revenue $11.86B
Q4 net sales $3.25B (+14.9% YoY); diluted GAAP EPS $0.05; adjusted diluted EPS $0.28 (+$0.10 YoY).
BC Partners affiliate sells 18.2M Chewy shares in secondary; Chewy buys back $50M of those shares
Buddy Chester Sub LLC (BC Partners) sold 18,230,818 Class A shares at $31.54/share; Chewy received no proceeds.
Chewy Q3 net sales $2.88B (+4.8% YoY); adjusted EPS $0.20, adjusted EBITDA margin 4.8%
Net income $3.9M, basic EPS $0.01 (vs -$0.08 YoY); adjusted net income $84.9M, adjusted EPS $0.20.
Chewy repurchases $300M stock from BC Partners affiliate; secondary offering of 16.7M shares at $30
Secondary offering of 16,666,667 Class A shares by Buddy Chester Sub LLC at $30 each; company receives no proceeds.
Net sales of $2.86B, up 2.6% YoY, at high end of guidance.
Chewy agrees to repurchase $500M of stock from BC Partners at 5% discount
Repurchases 17.55M shares from BC Partners for ~$500M at $28.49/share, a 5% discount to prior close.
Chewy Q1 net sales up 3.1% to $2.88B, adjusted EBITDA record $162.9M; authorizes $500M buyback
Net sales $2.88B (+3.1% YoY); gross margin 29.7% (+130bps); net income $66.9M.
Chewy Q4 net sales $2.83B (+4.2% YoY), GAAP EPS $0.07, adj. EPS $0.18
Net sales $2.83B (+4.2% YoY); full year $11.15B (+10.2% YoY).
Chewy Q3 net sales up 8.2% to $2.74B, adj. EBITDA $82.1M; appoints David Reeder as CFO
Net sales $2.74B (+8.2% YoY); net loss $35.8M (diluted EPS -$0.08); adjusted EPS $0.15.
Chewy restructures BC Partners ownership; Class B-to-A conversion over 5 years
BC Partners' aggregate ownership, voting power, and economic value unchanged; no change in outstanding shares.
Chewy Q2 net sales $2.78B (+14.3% YoY); adj. EBITDA $86.9M; FCF $101M
Net sales $2.78B, up 14.3% YoY; net income $18.9M ($0.04 EPS).
Chewy CFO Mario Marte to retire effective July 28; Stacy Bowman named interim CFO
CFO Mario Marte to retire effective July 28, 2023; decision not due to any disagreement with the Company.
Chewy Q1 net sales $2.78B (+14.7% YoY); net income $22.2M, adj. EBITDA $110.2M
Net sales $2.78B, +14.7% YoY; gross margin 28.4% expanded 90 bps YoY.
Chewy Q4 net income $6.1M, adj. EBITDA $92M; full-year sales $10.1B
Q4 net sales $2.71B (+13.4% YoY); gross margin 28.1% (+270 bps).
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.
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.
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
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”).
the Board removed David Reeder as the interim CAO and interim PAO, effective as of the CAO Employment Date.
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.
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”).
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
the Board removed Ms. Bowman as the interim CFO and principal financial officer, effective as of the CFO Employment Date
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.
On July 17, 2023, Mr. Marte notified the Company of his decision to retire from his position effective as of July 28, 2023.
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.
Max materiality 0.85 · Median 0.70 · Most common event earnings