NYSE$CHWY

Chewy · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Chewy reported Q1 2025 net sales of $3.12B with net income of $62.4M and diluted EPS of $0.15.

Net sales increased 8% to $3.12 billion as active customers and net sales per active customer grew. Net income was $62.4 million; diluted EPS was $0.15. Autoship penetration above 82% supports recurring revenue and margin goals.

  • Q1 net sales $3.12B (+8% YoY).
  • Net income $62.4M; diluted EPS $0.15.
  • Autoship customer sales exceeded 82% of net sales.
  • Marketing and fulfillment costs scale with growth.

Headline financials

Total Revenue

$3.12B

Previous: $2.88B+8.3%
EPS (adj)

$0.15

Previous: $0.15+0.0%
Free Cash Flow

$62.4M

Previous: $66.9M-6.7%
Net Income

$62.4M

Previous: $66.9M-6.7%
Operating Income

$76.9M

Previous: $64.6M+19.0%
Gross Profit

$924M

Previous: $854M+8.2%
Cash & Equivalents

$616M

Previous: $1.13B-45.7%
Total Assets

$3.06B

Previous: $3.2B-4.4%

Revenue & EPS history

Chewy · Revenue · Quarterly

$3.12B

Q1 2025+8.3%vs Q1 2024
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Forward guidance

Retail and consumer brands focus on traffic, inventory, and promotional cadence into the next quarter.

Tailwinds

  • Loyalty, digital, and category expansion initiatives.
  • Inventory discipline and margin stabilization efforts.

Headwinds

  • Discretionary spending and competitive promotions.
  • Tariffs, freight, and wage inflation on gross margin.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-1.0%

Avg return

Earnings day

-0.9%

Avg return

5 days after

+2.2%

Avg return

30 days after

46%

13 / 28 earnings

Positive

+27.4%

Q1 2024

Best reaction

-16.6%

Q2 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.0%-5.2%
Q4 2025+1.0%-1.5%
Q3 2026+1.5%-4.9%-7.7%
Q2 2026-16.6%-12.2%-7.3%
Q1 2025+0.1%+4.5%-5.6%
Q4 2024-1.1%-3.3%+9.5%
Q3 2024-7.6%-8.1%+7.0%
Q2 2024+11.0%+10.4%+15.9%
Q1 2024+27.4%+31.6%+61.1%
Q4 2023-4.6%-7.6%-3.2%
Q3 2023+4.4%+10.0%+10.9%
Q2 2023-12.1%-9.6%-33.1%
Q1 2023+18.7%+21.9%+30.7%
Q4 2022-12.4%-13.8%-17.6%
Q3 2022+5.9%+8.1%-9.0%
Q2 2022-9.7%-13.8%-18.2%
Q1 2022+17.7%+11.9%+50.0%
Q4 2021-12.3%-16.1%-33.9%
Q3 2021-13.9%-8.7%-19.3%
Q2 2021-10.0%-12.9%-23.5%
Q1 2021-3.9%-5.0%+10.0%
Q4 2020+7.4%+4.9%+3.3%
Q3 2020+1.1%+13.8%+31.0%
Q2 2020-12.5%-12.0%+0.1%
Q1 2020+1.8%-1.3%+6.5%
Q3 2019+2.2%+13.3%+14.7%
Q2 2019-6.7%-13.3%-12.1%
Q1 2019-3.1%-6.5%-2.3%
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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