NYSE$CHWY

Chewy · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Chewy reported Q4 2024 net sales of $3.25B with net income of $22.8M and diluted EPS of $0.05.

Net sales were $3.25 billion for the 14-week quarter ended February 2, 2025, up 14.9% year over year. Net income was $22.8 million ($0.05 diluted EPS) versus $31.9 million a year ago; full-year net income reached $392.7 million on $11.86 billion of sales as active customers and net sales per customer grew.

  • Q4 net sales $3.25B (+14.9% YoY) on higher active customers and spend per customer.
  • Q4 net income $22.8M; diluted EPS $0.05.
  • Full-year net income $392.7M; management highlighted Autoship and advertising efficiency.
  • Share-based compensation and marketing spend remain margin sensitivities.

Headline financials

Total Revenue

$3.25B

Previous: $2.83B+14.7%
EPS (adj)

$0.05

Previous: $0.18-72.2%
Free Cash Flow

$157M

No prior period
Net Income

$22.8M

Previous: $6.1M+273.4%
Operating Income

-$9.71M

Previous: $15.7M-161.8%
Gross Profit

$926M

Previous: $760M+21.8%

Revenue & EPS history

Chewy · Revenue · Quarterly

$3.25B

Q4 2024+14.7%vs Q4 2023
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Forward guidance

The filing discusses operating priorities, capital returns, and sector demand trends.

Tailwinds

  • Management outlines strategic priorities and cost actions.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.

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 Q4 2024

Historical avgQ4 2024

-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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