Chewy Misses Q4 Earnings Estimates but Shares Rise
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy CHWY?
Source: seekingalpha
- Revenue Growth: Chewy's Q4 revenue rose 0.5% year-over-year to $3.26 billion, matching analyst expectations, indicating the company's stability in the competitive online pet supplies market.
- Customer Growth: Active customer count increased by 4.0% to 21.3 million, demonstrating Chewy's success in attracting new customers, while net sales per active customer rose 2.2% to $591, strengthening the company's revenue base.
- Profitability Improvement: Adjusted EBITDA surged 30.4% to $162.3 million, with net income reported at $39.2 million compared to $22.8 million last year, reflecting Chewy's enhancements in cost control and operational efficiency.
- Outlook: Chewy anticipates Q1 sales between $3.33 billion and $3.36 billion, slightly below market consensus, although the midpoint of its full-year sales guidance is slightly above expectations, showcasing the company's confidence in future growth.
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Analyst Views on CHWY
Wall Street analysts forecast CHWY stock price to rise
20 Analyst Rating
17 Buy
3 Hold
0 Sell
Strong Buy
Current: 23.450
Low
42.00
Averages
47.06
High
52.00
Current: 23.450
Low
42.00
Averages
47.06
High
52.00
About CHWY
Chewy, Inc. is an e-commerce business geared toward pet products and services. The Company’s products consist of pet food and treats, pet supplies and pet medications, other pet-health products, and pet services. It serves its customers through its retail websites, and its mobile applications and focuses on delivering customer service, competitive prices, convenience, including Chewy’s Autoship subscription program, and a range of pet food, treats and supplies, and pet healthcare products and services. It partners with approximately 3,200 of the brands in the pet industry, and it creates and offers its own private brands. It owns a number of trademark registrations and applications in the United States and in foreign jurisdictions. These trademarks include American Journey, Blue Box Event, Careplus, Chewy, Chewy.com, Chewy Vet Care, Dr. Lyon’s, Frisco, Goody Box, Onguard, PetMD, PracticeHub, Tiny Tiger, True Acre Farms, Tylee’s, Vibeful, and The Zoo.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Chewy Reports Q4 Net Income of $39.2 Million
- Company Overview: Chewy reported a net income of $39.2 million for the quarter.
- Financial Performance: The reported net income indicates a positive financial performance for the company.
- Market Impact: Chewy's earnings may influence investor confidence and market trends in the pet supply industry.
- Future Outlook: The results could set the stage for future growth and strategic initiatives within the company.
See More
Chewy Reports Q4 Revenue of $3,264.7 Million, Falling Short of IBES Estimate of $3,290 Million
Chewy Q4 Revenue: Chewy reported a revenue of USD 3,264.7 million for the fourth quarter.
Comparison to Estimates: This figure is slightly below the estimates, which were USD 3,290 million.
See More
Chewy Misses Q4 Earnings Estimates but Shares Rise
- Revenue Growth: Chewy's Q4 revenue rose 0.5% year-over-year to $3.26 billion, matching analyst expectations, indicating the company's stability in the competitive online pet supplies market.
- Customer Growth: Active customer count increased by 4.0% to 21.3 million, demonstrating Chewy's success in attracting new customers, while net sales per active customer rose 2.2% to $591, strengthening the company's revenue base.
- Profitability Improvement: Adjusted EBITDA surged 30.4% to $162.3 million, with net income reported at $39.2 million compared to $22.8 million last year, reflecting Chewy's enhancements in cost control and operational efficiency.
- Outlook: Chewy anticipates Q1 sales between $3.33 billion and $3.36 billion, slightly below market consensus, although the midpoint of its full-year sales guidance is slightly above expectations, showcasing the company's confidence in future growth.
See More
Chewy Issues Confident Outlook for 2026
- Optimistic Outlook: Chewy presented a confident outlook for 2026 at the Morgan Stanley Technology, Media & Telecom Conference, indicating the company's strong belief in future growth, which may attract more investor interest.
- Improving Fundamentals: Although fundamentals are improving, analysts still believe Chewy is not a buy at this time, reflecting a cautious market attitude towards its long-term growth potential.
- Positive Market Reaction: Following the outlook announcement, Chewy's stock price rose, demonstrating investor confidence in the company's future performance, which could enhance its market position.
- Defensive Industry Position: In an uncertain economic environment, Chewy is viewed as a defensive investment, likely appealing to investors seeking stable returns and strengthening its competitive edge in the pet supplies market.
See More
Chewy Reports Fourth Quarter Earnings Growth
- Earnings Growth: Chewy, Inc. reported a fourth-quarter profit of $39.2 million, translating to $0.09 per share, which marks a significant increase from last year's $22.8 million and $0.05 per share, indicating robust performance in the market.
- Adjusted Earnings: Excluding items, Chewy's adjusted earnings reached $114.8 million, or $0.27 per share, showcasing the company's strong core business profitability and enhancing investor confidence.
- Revenue Increase: The company's revenue for the fourth quarter rose by 0.5% to $3.264 billion from $3.247 billion last year, reflecting stable sales performance amidst a competitive market environment.
- Market Outlook: Although revenue growth was modest, the improvement in profitability and stable revenue performance provide a solid foundation for future market expansion and investment, potentially attracting more investor interest.
See More
Chewy to Host Q4 2025 Earnings Call on March 25, 2026
- Earnings Call Announcement: Chewy, Inc. will host a conference call on March 25, 2026, at 8:00 AM ET to discuss its Q4 2025 earnings results, aiming to provide investors with the latest financial information and company strategy.
- Live Webcast Access: Investors can access the live webcast of the earnings call by visiting Chewy's investor relations website, ensuring transparent information dissemination and interaction with stakeholders.
- Enhanced Financial Transparency: This earnings call will offer investors in-depth financial analysis and future outlook, helping the market better understand the company's operational status and positioning in the competitive pet supplies market.
- Strategic Communication Platform: By holding regular earnings calls, Chewy demonstrates its commitment to investor communication, aiming to enhance investor confidence and promote long-term value creation for the company.
See More
Chewy Reports Q4 Net Income of $39.2 Million
- Company Overview: Chewy reported a net income of $39.2 million for the quarter.
- Financial Performance: The reported net income indicates a positive financial performance for the company.
- Market Impact: Chewy's earnings may influence investor confidence and market trends in the pet supply industry.
- Future Outlook: The results could set the stage for future growth and strategic initiatives within the company.
See More
Chewy Reports Q4 Revenue of $3,264.7 Million, Falling Short of IBES Estimate of $3,290 Million
Chewy Q4 Revenue: Chewy reported a revenue of USD 3,264.7 million for the fourth quarter.
Comparison to Estimates: This figure is slightly below the estimates, which were USD 3,290 million.
See More
Chewy Misses Q4 Earnings Estimates but Shares Rise
- Revenue Growth: Chewy's Q4 revenue rose 0.5% year-over-year to $3.26 billion, matching analyst expectations, indicating the company's stability in the competitive online pet supplies market.
- Customer Growth: Active customer count increased by 4.0% to 21.3 million, demonstrating Chewy's success in attracting new customers, while net sales per active customer rose 2.2% to $591, strengthening the company's revenue base.
- Profitability Improvement: Adjusted EBITDA surged 30.4% to $162.3 million, with net income reported at $39.2 million compared to $22.8 million last year, reflecting Chewy's enhancements in cost control and operational efficiency.
- Outlook: Chewy anticipates Q1 sales between $3.33 billion and $3.36 billion, slightly below market consensus, although the midpoint of its full-year sales guidance is slightly above expectations, showcasing the company's confidence in future growth.
See More
Chewy Issues Confident Outlook for 2026
- Optimistic Outlook: Chewy presented a confident outlook for 2026 at the Morgan Stanley Technology, Media & Telecom Conference, indicating the company's strong belief in future growth, which may attract more investor interest.
- Improving Fundamentals: Although fundamentals are improving, analysts still believe Chewy is not a buy at this time, reflecting a cautious market attitude towards its long-term growth potential.
- Positive Market Reaction: Following the outlook announcement, Chewy's stock price rose, demonstrating investor confidence in the company's future performance, which could enhance its market position.
- Defensive Industry Position: In an uncertain economic environment, Chewy is viewed as a defensive investment, likely appealing to investors seeking stable returns and strengthening its competitive edge in the pet supplies market.
See More
Chewy Reports Fourth Quarter Earnings Growth
- Earnings Growth: Chewy, Inc. reported a fourth-quarter profit of $39.2 million, translating to $0.09 per share, which marks a significant increase from last year's $22.8 million and $0.05 per share, indicating robust performance in the market.
- Adjusted Earnings: Excluding items, Chewy's adjusted earnings reached $114.8 million, or $0.27 per share, showcasing the company's strong core business profitability and enhancing investor confidence.
- Revenue Increase: The company's revenue for the fourth quarter rose by 0.5% to $3.264 billion from $3.247 billion last year, reflecting stable sales performance amidst a competitive market environment.
- Market Outlook: Although revenue growth was modest, the improvement in profitability and stable revenue performance provide a solid foundation for future market expansion and investment, potentially attracting more investor interest.
See More
Chewy to Host Q4 2025 Earnings Call on March 25, 2026
- Earnings Call Announcement: Chewy, Inc. will host a conference call on March 25, 2026, at 8:00 AM ET to discuss its Q4 2025 earnings results, aiming to provide investors with the latest financial information and company strategy.
- Live Webcast Access: Investors can access the live webcast of the earnings call by visiting Chewy's investor relations website, ensuring transparent information dissemination and interaction with stakeholders.
- Enhanced Financial Transparency: This earnings call will offer investors in-depth financial analysis and future outlook, helping the market better understand the company's operational status and positioning in the competitive pet supplies market.
- Strategic Communication Platform: By holding regular earnings calls, Chewy demonstrates its commitment to investor communication, aiming to enhance investor confidence and promote long-term value creation for the company.
See More
