Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Advertising and marketing

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Chewy

Chewy, Inc. operates as a pure-play pet e-tailer in the United States. It supplies pet medications, food, treats and other pet-health products and services for dogs, cats, fish, birds, small pets, horses, and reptiles. The company was founded by Ryan Cohen and Michael Day in September 2011 and is headquartered in Dania Beach, FL.

Earnings data Q4 2020

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Chewy reports strong Q1 earnings, raises full-year outlook

Chewy's Q1 performance reflects strong net sales growth and margin expansion, driven by Autoship sales and improved gross margin. The company is optimistic about its expansion into Canada and the potential of Lemonade in Chewy Health. However, challenges related to freight costs and potential macro issues may impact future performance.

Chewy reports $2.78B in Q2 net sales, eyes Canadian expansion

Chewy's Q2 2023 earnings call highlighted strong net sales growth, successful initiatives in the Chewy Health platform, and upcoming expansion into the Canadian market. The company is prepared to navigate potential challenges in changing consumer behavior and promotional activity while focusing on driving customer engagement and strategic expansion.

Chewy reports strong Q3 performance, eyes growth in Canada

Chewy's Q3 performance reflects solid growth, particularly in pharmacy sales and customer acquisition during key shopping events. While facing challenges in customer management and strategic planning, the company's expansion into Canada and focus on enhancing customer value present promising opportunities for future growth.

Chewy reports robust Q4 earnings, eyes international expansion for growth

Chewy delivered strong Q4 performance with increased net sales and gross margin expansion, positioning for continued growth in 2023 through supply chain initiatives and margin improvement strategies.
While facing challenges in discretionary categories and market competitiveness, Chewy's focus on international expansion and gross margin expansion presents significant growth opportunities.
The company's emphasis on operational efficiency, customer growth, and margin enhancement underscores its commitment to sustainable growth and profitability in the evolving retail landscape.

Chewy excels in Q1 with strong sales growth and strategic expansions

Chewy's Q1 results showcase strong sales growth, margin efficiency, and strategic expansions. The company remains optimistic about revenue potential, consumer engagement, and operational enhancements.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Chewy, Inc. operates as an online retailer of pet food and other pet-related products and services. It supplies pet medications, food, treats and other pet-health products and services for dogs, cats, fish, birds, small pets, horses, and reptiles. It has a portfolio of pet healthcare offerings that includes Chewy Pharmacy, Connect with a Vet, and CarePlus, an exclusive suite of pet-first insurance and wellness plans. The company was founded by Ryan Cohen and Michael Day in September 2011 and is headquartered in Plantation, FL.

Chewy is distinctly different from competing pet-supply retailers like Petsense and PetSmart. Consumers remain willing to spend on their pets, even if they're currently cost-conscious about how they do it.

1 Growth Stock Down 75% to Buy Right Now

Chewy CHWY sent waves through the market as its share price rose as much as 15% after its second-quarter 2024 earnings were released. This positive investor reaction underscores Chewy's growing dominance in the $232 billion e-commerce pet sector, proving that its customer-centric approach and strategic initiatives are translating into tangible financial success.

Chewy Q2 2024 Earnings: Wagging Tails and Investor Portfolios

U.S. stocks settled higher on Friday, with the S&P 500 gaining 2.3% during August to record its fourth consecutive winning month. The Dow rose around 1.8%, while the Nasdaq Composite recorded a 0.7% gain for the period.

This Analyst With 85% Accuracy Rate Sees Around 16% Upside In Chewy - Here Are 5 Stock Picks For August From Wall Street's Most Accurate Analysts

Chewy returned to growth in a critical customer metric.

Should Investors Buy Chewy Stock Right Now?

Chewy crushed bottom-line estimates in its second quarter but revenue growth was sluggish. Revenue growth has continued to decelerate since the end of the pandemic.

Chewy Stock: Is the Recovery for Real?

Chewy posted solid Q2 results, with big jumps in profitability measures. Its gross margins, meanwhile, continue to improve as it sees sales shift to higher-margin products.

With Spending on Pets on the Rise, Is It Time to Buy Chewy Stock?

Eli Lilly

Healthcare and pet spending continue to perform in a wide range of economic environments. Eli Lilly is a storied business, raking in cash and profits while paving the way to a stronger future.

2 Unstoppable Growth Stocks to Buy Right Now for Less Than $1,000

On Wednesday, Chewy Inc.  CHWY reported better-than-expected second-quarter 2024 results and reaffirmed annual guidance.

Analysts Boosts Chewy's Price Forecast But Say Valuation Is Bit Stretched

Chewy's stock has surged 70% since our December 2023 buy rating, reflecting market confidence in its established sector position despite fierce competition. Q2 2024 saw margin improvements driven by higher net sales per active customer, but the customer base declined, especially in the US. Chewy confronts fierce competition from Amazon's low prices and smaller firms' customized offerings, requiring ongoing innovation and vertical integration to maintain its market position.

Reassessing Chewy's Position In The Pet Industry (Rating Downgrade)

Chewy said its investment in veterinary clinics is helping it attract new customers. The online pet product retailer released quarterly earnings Wednesday (Aug. 28) showing net sales increasing nearly 3% to $2.86 billion in the second quarter.

Chewy Sees Promise in Vet Clinics and Payoff From App Investments

On Wednesday, Chewy Inc.  CHWY reported better-than-expected second-quarter 2024 results and reaffirmed annual guidance.

Chewy's Active Customers Growth First Time Since Q1 FY23 Is Encouraging: JP Morgan Analyst

Chewy's revenue growth remained muted, but margin expansion drove strong profit growth. The company is losing customers but increasing spending per customer.

Why Chewy Stock Was Leaping Higher Today

Chewy is red-hot Wednesday after the pet products retailer posted impressive Q2 earnings. Here's what Wall Street has to say about the stock.

Chewy Stock Soars on Big Profit Beat. Is It Time to Buy?

Chewy is showing signs of recovery post-COVID, but at 19x forward EBITDA, the stock appears fairly priced, leading me to a neutral stance. Despite a solid Q2 and growing customer spending, Chewy's stagnant active customer base raises concerns about its long-term growth prospects. Chewy's revenue growth rates are expected to accelerate after Q3 2024, marking the first time in over five quarters.

Chewy: No Longer A Dog

Chewy, Inc. (NYSE:CHWY ) Q2 2024 Earnings Conference Call August 28, 2024 8:00 AM ET Company Participants Jennifer Hsu - VP of IR Sumit Singh - CEO David Reeder - CFO Conference Call Participants Doug Anmuth - JPMorgan Mark Mahaney - Evercore ISI Michael Morton - MoffettNathanson Eric Sheridan - Goldman Sachs Rupesh Parikh - Oppenheimer Trevor Young - Barclays Dylan Carden - William Blair Anna Andreeva - Piper Sandler Curtis Nagle - Bank of America Merrill Lynch Operator Good morning all, and thank you for joining us for the Chewy Second Quarter 2024 Earnings Call. My name is Carlie and I'll be the call coordinator today.

Chewy, Inc. (CHWY) Q2 2024 Earnings Call Transcript

Chewy's NYSE: CHWY stock price has struggled since the peaks set in 2020 because it could not sustain the wicked-hot growth pace driven by pandemic spending and stimulus measures. Today's takeaway is that the market for Chewy stock has normalized, and its business turned a corner in the first half of the year, setting it up to complete a technical reversal that will lead to a sustained rally.

Chewy's Stock Poised for a Major Comeback: Don't Miss Out

While the top- and bottom-line numbers for Chewy (CHWY) give a sense of how the business performed in the quarter ended July 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Chewy (CHWY) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Chewy stock appears ready for a pandemic-like rally as sales per customer continue to grow. Has the company finally unlocked its operating leverage?

Chewy stock poised for pandemic-style surge with record sales per customer

Chewy (CHWY) shares surged Wednesday as the online pet supplies retailer posted a much better-than-expected profit as it set a record for customer spending.

Chewy's Customers Spent More, Giving Pet Supplies Retailer Big Profit Boost

Chewy (CHWY) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.15 per share a year ago.

Chewy (CHWY) Beats Q2 Earnings Estimates

The online seller of pet goods saw the value of sales per customer rise.

Chewy Stock Rises. Earnings Jumped After Customers Spend More on Pets.

Chewy now has 20 million active customers and net sales per active customer are a record $565

Chewy's stock jumps 2% premarket after earnings beat estimates

PLANTATION, Fla.--(BUSINESS WIRE)--Chewy, Inc. (NYSE: CHWY) (“Chewy”), a trusted destination for pet parents and partners everywhere, has released its financial results for the second quarter of fiscal year 2024 ended July 28, 2024. Fiscal Q2 2024 Highlights: Net sales of $2.86 billion increased 2.6 percent year over year Gross margin of 29.5 percent increased 120 basis points year over year Net income of $299.1 million, including share-based compensation expense and related taxes of $82.5 mill.

Chewy Announces Second Quarter 2024 Financial Results

Chewy offers investors numerous higher-margin growth opportunities. Anna Andreeva with Piper Sandler believes these revenue streams could continue boosting profitability.

Is Chewy Stock Going to $35? 1 Wall Street Analyst Thinks So.

On Friday, analysts at Piper Sandler's upgraded Chewy (NYSE: CHWY) to an Overweight rating with a raised price target of $35, up from $22, in a strong vote of confidence in the online pet retailer's prospects. This 31% potential upside reflects the firm's belief that Chewy is at a critical inflection point in its profitability.

News for Chewy Stock (CHWY)