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.

A lower-than-expected consumer sentiment reading hurt consumer-related stocks today. Dour commentary from CNBC's Jim Cramer last night also didn't help sentiment.

Why Chewy Fell to a 52-Week Low Today

Pet owners have already been buying fewer toys but now, inflation is driving them to shift toward lower-cost pet food. On top of lower pet household formation, compared to the pandemic, Chewy faces multiple headwinds.

1 Big Risk for Chewy Stock

Foot Locker

Investors might want to watch Foot Locker stock from the sidelines. Chewy has a few catalysts that could spur a rebound, including its push into Canada.

Down 34% to 50% This Year, Can Chewy and Foot Locker Recover?

Dutch Bros

Chewy is paving a clear growth path in the $97 billion online pet care market. Dutch Bros has the right culture in place to deliver growth for many years.

2 Growth Stock Bargains You'll Regret Not Buying

Carnival

Costco

Carnival's continued success indicates its potential for further growth and expansion within the cruise sector. Costco's membership approach resonates with budget-conscious shoppers, giving it a market advantage.

3 Top Stocks to Buy in September

Not even a consensus-topping second-quarter earnings report could save Chewy, Inc. NYSE: CHWY shares from sliding to a new 52-week low. The online pet products retailer is getting chewed up and spit out for a third straight calendar year after riding the pandemic e-commerce boom to $120.00 in early 2021.

What More Does Chewy Have to Do to Impress Investors?

Etsy

Chewy and Etsy both have dropped more than 30% since the beginning of the year. Investors have shied away from companies that depend on consumer spending.

These Top Growth Stocks Could Soar More Than 50%, Wall Street Says

Chewy beat expectations in the second quarter but gave cautious commentary. Active customers fell slightly, even as spending per customer rose.

Why Chewy Plunged 29.3% in August

Chewy reported substantial revenue and earnings increases in an uncertain environment. The e-retailer offers a personal touch you won't find with many other e-commerce companies.

Why It's Time to Start Gnawing on Chewy Stock

Abbott Labs

Chewy is newly profitable and has managed to grow free cash flow even in a difficult environment. Abbott Laboratories' core business produced double-digit growth in the most recent quarter.

2 Incredible Stocks to Buy on the Dip

Chewy stock has been hammered this year even as the company continues to grow sales. The company is starting to lose customers in a tough environment, and profits may come under further pressure.

Down 35% in 2023, Chewy Stock Still Looks Too Expensive

Alphabet

MCBC Hlds

Trade Desk

U.S. stocks closed mostly lower, with the Dow Jones falling around 170 points on Thursday. The Nasdaq Composite, however, gained for a fifth straight day, but recorded its worst month of the year.

This Analyst With 83% Accuracy Rate Sees More Than 7% Upside In Alphabet - Here Are 5 Stock Picks For August From Wall Street's Most Accurate Analysts - Alphabet (NASDAQ:GOOGL), Chewy (NYSE:CHWY)

Shares of online retailer Chewy (NYSE: CHWY ) — which focuses on pet food and other pet-related products — fell about 12% Thursday morning before slightly paring the loss. Although the company posted solid results for its fiscal second quarter, CHWY stock couldn't overcome management's concerning comments.

Why Is Chewy (CHWY) Stock Down 12% Today?

Chewy beat Q2 sales and earnings expectations and said that high inflation is changing customer buying habits.

Chewy Says People Are Now More Discerning on Where They Shop

Petco Health and Wellness

Chewy and Petco both say pet lovers have been trading down to lower-priced options. For instance, they've turned to buying bags of dry food as opposed to cans of wet food.

Why Chewy and Other Pet Retailers Are Having a Tough Earnings Season

Sales increased 14% year over year in the second quarter. Management said customers are starting to trade down to value-priced items.

Why Chewy Stock Plunged on Thursday

Salesforce

Salesforce Inc. shares CRM, +1.45% rallied more than 5% following the Dow Jones Industrial Average DJIA component's strong outlook and improved margins two weeks ahead of the customer-relations management software giant's annual confab Dreamforce in San Francisco.

Salesforce stock buoyed by outlook, Chewy shares slump and other stocks on the move.

Chewy, Inc. (NYSE:CHWY ) Q2 2023 Earnings Conference Call August 30, 2023 5:00 PM ET Company Participants Jen Hsu - Head of IR Sumit Singh - CEO Stacy Bowman - Interim CFO Conference Call Participants Doug Anmuth - JPMorgan Eric Sheridan - Goldman Sachs Steven Zaccone - Citi Anna Andreeva - Needham Dylan Carden - William Blair Mark Mahaney - Evercore Brian Fitzgerald - Wells Fargo Nathan Feather - Morgan Stanley Trevor Young - Barclays Seth Basham - Wedbush Lee Horowitz - Deutsche Bank Steven Forbes - Guggenheim Rick Patel - Raymond James Operator Good afternoon. Thank you for attending today's Chewy Second Quarter FY '23 Earnings Call.

Chewy, Inc. (CHWY) Q2 2023 Earnings Call Transcript

Chewy (CHWY) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.05 per share a year ago.

Chewy (CHWY) Tops Q2 Earnings and Revenue Estimates

Chewy Inc stock struggled after hours Wednesday even after the company managed to deliver a profit when analysts had projected a loss.  The online pet supplies retailer reported earnings of $0.04 per share, compared to $0.05 per share a year earlier and Stree expectations of a $0.05 loss.

Chewy stock can't outrun economic headwinds despite surprise 2Q profit

Shares of Chewy Inc. gained after hours on Wednesday after the online pet-supplies retailer reported a surprise second-quarter profit and sales that beat expectations, even though active customers fell and executives held to their full-year outlook amid a cautious spending backdrop.

Chewy says customers are becoming more ‘discerning,' but shares rally on surprise profit

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 2023 ended July 30, 2023, and posted a letter to its shareholders on its investor relations website at https://investor.chewy.com. Fiscal Q2 2023 Highlights: Net sales of $2.78 billion improved 14.3 percent year over year Gross margin of 28.3 percent increased 20 basis points year over year.

Chewy Announces Second Quarter 2023 Financial Results

Victoria's Secret & Co

Salesforce.com, Inc. (NYSE:CRM) will be watched closely on Wednesday with its results scheduled to come out after the closing bell. The software company is expected to report earnings of $1.90 per share on revenue of $8.52 billion.

Salesforce, Chewy, Victoria's Secret to report earnings Wednesday: day ahead

Chewy earned a buy rating from William Blair analysts. The company reports earnings Wednesday.

Why Chewy Rallied Today

BARK

The pet industry has slowed since booming earlier in the pandemic.

News for Chewy Stock (CHWY)