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Stock research / United States / CHWY · Retail-Catalog & Mail-Order Houses · NYSE

Chewy, Inc. (CHWY)

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Chewy, Inc. (CHWY) reported revenue of $3.3 billion for Q2 FY2026, the quarter ended 2 August 2026, up 7.3% on the same quarter a year earlier. Net income was $80 million, up 29.8% on the year, and diluted earnings per share $0.20. The figures are the company's own, from the 10-Q it filed with the SEC on 9 September 2026.

Revenue$3.3 billionup 7.3%
Net income$80 millionup 29.8%
Diluted EPS$0.20
QuarterQ2 FY2026ended 2 August 2026

Chewy (CHWY) in brief

Chewy (CHWY) reported revenue of $12.6 billion for fiscal 2025, the year ended 1 February 2026, up 6.2% on the year before.
Read moreNet income was $223 million and diluted earnings per share $0.52. Revenue was $11.9 billion in fiscal 2024, $11.1 billion in fiscal 2023, $10.1 billion in fiscal 2022 and $9.0 billion in fiscal 2021. Net income in the same years was $393 million, $40 million, $50 million and a loss of $75 million. Over the twelve months to 2 August 2026, Chewy reported revenue of $13.1 billion and net income of $274 million. Revenue grew 12.0% a year, compounded, over the five years to fiscal 2025. At 2 August 2026 it carried $592 million of debt and $611 million of cash. At the close of 8 October 2026 the market cap of Chewy was $7.8 billion, 28.7 times its earnings over the last twelve months.

Ratios

From the filings

ROE73.9%
ROCE34.1%
Operating margin2.5%
Net margin2.1%
FCF margin4.3%
Interest cover28.79
Debt to equity1.60
Cash conversion2.62
Share count, 1 yearn/a
Sales CAGR, 3 years7.7%
Profit CAGR, 3 years64.7%
EPS, TTM$0.66

At the close of 8 October 2026

Price$18.91
Market cap$7.8 billion
Stock P/E28.65
Price to book20.93
EV / EBITDA16.84
Dividend yieldn/a
Market cap / sales0.59
52-week high$39.12
52-week low$17.51
Price, 1 year-50.6%
Price CAGR, 3 years1.0%
Price CAGR, 5 years-21.3%
Worked from the filed figures; hover a name for the formula.
Read moreThe priced ones use the latest daily close from SimFin. Debt to equity here stands on long-term debt as Chewy, Inc. files it, with lease liabilities counted separately and never inside it. Nothing here is a valuation or a view.
CHWYgreeksoup.ai
Daily closes to 8 October 2026, adjusted for splits; prices from SimFin.
Read moreDay by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.

The public record on CHWY

Filings18 in twelve months: 10 current reports (8-K), about 4 results of operations; 2 regulation fd disclosure; 2 officer or director change; 1 shareholder vote; 1 material agreement
Planned insider sales18 Form 144 notices in twelve months, $514.9 million; latest 3 August 2026
Options tapeput/call 0.99 by open interest at the 8 October 2026 close; the straddle prices a 5.8% move to 16 October 2026
13F holders10 of the followed funds hold it; largest Two Sigma Investments; 11 Schedule 13D or 13G filings in twelve months
Insider trading19 sales and 0 purchases on Form 4 in twelve months
Congress0 House trades disclosed in six months
Short interest23.0 million shares short, 2.11 days to cover at 15 September 2026
Documentsthe 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked

Quarterly results, the last 12 quarters

Q3 FY2023 †Q4 FY2023 * †Q1 FY2024Q2 FY2024Q3 FY2024 †Q4 FY2024 *Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025 *Q1 FY2026Q2 FY2026
Revenue2,7462,8472,8782,8592,8783,2473,1163,1043,1173,2653,3573,330
Cost of revenue1,9642,0282,0242,0152,0342,3212,1922,1622,1882,3052,3462,319
Gross profit7818038548448449269249429289601,0111,011
Gross margin28%28%30%30%29%29%30%30%30%29%30%30%
SG&A612628603621626701653672665685677704
Operating income-9.7-22.064.632.125.6-9.776.969.765.242.512892.0
Operating margin-0%-1%2%1%1%-0%2%2%2%1%4%3%
Interest expense0.90.91.31.51.41.31.31.41.40.51.28.3
Pre-tax income-33.736.678.446.529.5-2.777.974.069.342.1131112
Tax raten/a13%15%-543%87%n/a20%16%15%7%28%28%
Net income-35.431.966.92993.922.862.462.059.239.294.880.5
Net margin-1%1%2%10%0%1%2%2%2%1%3%2%
Diluted EPS-$0.08$0.08$0.15$0.68$0.01$0.05$0.15$0.14$0.14$0.09$0.23$0.20
Operating cash flow80.298.981.912318320886.4134208263108137
Capital expenditure31.732.429.331.931.750.937.728.032.131.437.747.9
Free cash flow48.566.552.691.515215748.710617623270.889.5
Buybacks0.0n/a0.053234367.723.113054.955.0200200
Filing10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS and diluted share count are from the company's results press release for that quarter, used where the release gives the same revenue and net income as the table. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Income statement (profit and loss), 9 fiscal years and the trailing twelve months

FY2017FY2018FY2019FY2020 †FY2021 †FY2022 †FY2023 †FY2024FY2025TTM
Revenue2,1043,5334,8477,1468,96710,09911,14811,86112,60213,069
Cost of revenue1,7372,8183,7035,3256,5827,2857,9868,3948,8489,158
Gross profit3687151,1441,8212,3852,8313,1623,4683,7543,910
Gross margin17.5%20.2%23.6%25.5%26.6%28.0%28.4%29.2%29.8%29.9%
Selling, general and administrative4525909701,3981,8402,1262,4432,5512,6752,731
Operating income-338-268-253-90.5-73.656.4-23.6113254328
Operating margin-16.1%-7.6%-5.2%-1.3%-0.8%0.6%-0.2%0.9%2.0%2.5%
Interest expensen/an/an/a2.22.22.63.65.54.611.4
Pre-tax income-338-268-252-92.5-75.252.548.2152263355
Income tax0.00.00.00.00.02.68.7-24140.580.9
Effective tax raten/an/an/an/an/a5.0%18.0%-158.9%15.4%22.8%
Net income-338-268-252-92.5-75.249.939.6393223274
Net margin-16.1%-7.6%-5.2%-1.3%-0.8%0.5%0.4%3.3%1.8%2.1%
Diluted EPS-$2.67-$0.68-$0.63-$0.23-$0.18$0.12$0.09$0.91$0.52$0.66
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K
From each year's 10-K, linked; TTM is the last four quarters.
Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.

Cash flow and capital returned

FY2017FY2018FY2019FY2020 †FY2021 †FY2022 †FY2023 †FY2024FY2025TTM
Operating cash flow-79.7-13.446.6133192350486596692717
Capital expenditure40.344.248.6131183230143144129149
Free cash flow-120-57.6-2.12.08.6119343452562568
Free cash flow margin-5.7%-1.6%-0.0%0.0%0.1%1.2%3.1%3.8%4.5%4.3%
Cash from investing-19631.8-49.9-124-193-615-287395-152-702
Cash from financing1881.112734241.3-6.771.6-997-2763.9
Depreciation and amortisation12.523.230.635.755.383.3110115129131
Share-based compensation11.214.413512177.8158239306298298
Buybacksn/an/an/an/an/a0.00.0943262510
Diluted shares, weightedn/an/a398m407m417m428m432m431m426m410m
Shares outstanding at period endn/a100n/an/an/an/an/an/an/an/a
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K
Cash paid in the year, from the cash flow statement.
Read moreThe dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.

Balance sheet at year end

FY2017FY2018FY2019FY2020 †FY2021 †FY2022 †FY2023 †FY2024FY2025TTM
Funded by
Shareholders' equity-83.7-336-404-55.0-39.6160510261498370
Debtn/an/an/an/an/a0.00.00.00.0592
Operating lease liabilitiesn/an/a200328410472528502519527
Other liabilitiesn/a8781,1361,4681,7161,8832,1492,2512,3502,251
Total liabilities and equityn/a5429321,7412,0862,5153,1873,0153,3663,741
Owned
Fixed assetsn/a91.7119n/an/an/an/an/an/an/a
Goodwilln/an/an/an/a0.039.439.439.439.4334
Intangible assetsn/an/an/an/an/a7.84.00.40.3150
Investmentsn/an/an/an/a0.03475320.918.71.2
Cash and equivalents68.888.3212563603332602596860611
Receivablesn/a48.780.5101124127154169222232
Inventoryn/a221318513560678719837865925
Other assetsn/a92.02035647999841,1361,3721,3611,488
Total assetsn/a5429321,7412,0862,5153,1873,0153,3663,741
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K
At the fiscal year end; the TTM column is the latest quarter end.
Read moreBoth totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.

Compounded growth

10 years5 years3 yearsTTM
Sales growth, compoundedn/a12.0%7.7%5.9%
Profit growth, compoundedn/an/a64.7%81.1%
Return on equity, averagen/a58.5%67.6%44.7%
Yearly growth, compounded; TTM is the last four quarters against the four before.
Read moreReturn on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.

Peers: Retail

CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
Amazon.com Inc. AMZN$2.74 trillion20.4424.5%12.1%15.8%0.24n/a
CDW Corp. CDW$17.5 billion16.8144.2%7.1%7.4%1.971.8%
GameStop Corp. GME$11.4 billion16.6314.5%13.5%-7.7%0.680.4%
Murphy USA Inc. MUSA$9.5 billion15.7478.9%4.3%10.3%2.770.4%
FirstCash Holdings, Inc. FCFS$9.2 billion24.1416.7%12.8%21.6%1.010.8%
GAP Inc. GAP$8.3 billion7.0531.6%11.0%1.1%0.382.8%
Chewy, Inc. CHWY$7.8 billion28.6573.9%2.5%5.9%1.60n/a
Lithia Motors Inc. LAD$6.4 billion9.5811.2%4.1%2.1%1.800.8%
Sprouts Farmers Market, Inc. SFM$6.2 billion12.6533.5%7.4%7.2%0.07n/a
Abercrombie & Fitch Co. ANF$6.0 billion12.1139.6%13.7%4.7%0.000.0%
Albertsons Companies, Inc. ACI$6.0 billion154.254.1%0.7%2.7%5.224.9%
Macy's, Inc. M$6.0 billion8.3515.2%5.0%0.3%0.493.2%
All 45 in Retail
CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
Amazon.com Inc. AMZN$2.74 trillion20.4424.5%12.1%15.8%0.24n/a
Walmart Inc. WMT$877.2 billion39.9122.5%4.4%6.2%0.410.9%
Costco Wholesale Corp. COST$420.2 billion45.6625.8%3.9%10.1%0.110.6%
Home Depot, Inc. HD$294.9 billion20.6885.6%12.4%2.5%2.643.1%
TJX Companies Inc. TJX$152.8 billion25.6557.0%n/a7.7%0.181.2%
CVS Health Corp. CVS$112.2 billion23.236.1%2.0%7.4%0.753.0%
Lowe's Companies Inc. LOW$105.9 billion15.96n/a11.4%8.2%n/a2.5%
Sherwin Williams Co. SHW$77.9 billion29.5969.7%n/a5.8%3.131.0%
ROSS Stores, Inc. ROST$72.0 billion27.2639.4%13.7%14.0%0.150.7%
Target Corp. TGT$70.3 billion16.0724.6%5.6%2.0%0.803.0%
O'Reilly Automotive, Inc. ORLY$70.2 billion27.39n/a19.6%8.5%n/an/a
Fastenal Co. FAST$57.9 billion42.7933.2%20.3%12.5%0.031.8%
Autozone Inc. AZO$47.5 billion20.01n/a18.0%5.7%n/an/a
Carvana Co. CVNA$46.8 billion33.4438.9%8.9%54.0%1.21n/a
JD.com, Inc. JD *$37.0 billion13.988.7%0.2%13.0%0.333.9%
Kroger Co. KR$36.3 billion33.3818.6%1.4%1.6%2.632.3%
Williams Sonoma Inc. WSM$28.1 billion24.4655.1%19.2%2.2%0.001.2%
Dollar General Corp. DG$27.4 billion16.1618.3%5.6%4.8%0.491.9%
Copart Inc. CPRT$25.5 billion17.7316.3%35.4%0.4%0.00n/a
Ulta Beauty, Inc. ULTA$24.2 billion20.5645.8%12.5%11.2%0.130.0%
Caseys General Stores Inc. CASY$23.7 billion30.9418.9%8.3%13.8%0.570.2%
Dollar Tree, Inc. DLTR$22.3 billion14.4847.1%11.0%8.2%0.86n/a
Best Buy Co., Inc. BBY$18.6 billion14.7140.0%4.1%1.4%0.364.3%
CDW Corp. CDW$17.5 billion16.8144.2%7.1%7.4%1.971.8%
Tractor Supply Co. TSCO$17.5 billion17.4438.5%8.5%4.0%0.822.8%
Burlington Stores, Inc. BURL$17.4 billion24.8535.7%7.7%10.9%0.95n/a
Penske Automotive Group, Inc. PAG$13.0 billion14.5815.6%n/a0.6%0.892.6%
BJ's Wholesale Club Holdings, Inc. BJ$12.5 billion21.6727.1%3.8%9.1%0.18n/a
Dick'S Sporting Goods, Inc. DKS$12.1 billion14.4614.7%5.5%53.5%0.333.6%
Five Below, Inc. FIVE$11.5 billion18.8325.0%14.7%25.6%0.000.0%
GameStop Corp. GME$11.4 billion16.6314.5%13.5%-7.7%0.680.4%
Murphy USA Inc. MUSA$9.5 billion15.7478.9%4.3%10.3%2.770.4%
FirstCash Holdings, Inc. FCFS$9.2 billion24.1416.7%12.8%21.6%1.010.8%
GAP Inc. GAP$8.3 billion7.0531.6%11.0%1.1%0.382.8%
Chewy, Inc. CHWY$7.8 billion28.6573.9%2.5%5.9%1.60n/a
Lithia Motors Inc. LAD$6.4 billion9.5811.2%4.1%2.1%1.800.8%
Sprouts Farmers Market, Inc. SFM$6.2 billion12.6533.5%7.4%7.2%0.07n/a
Abercrombie & Fitch Co. ANF$6.0 billion12.1139.6%13.7%4.7%0.000.0%
Albertsons Companies, Inc. ACI$6.0 billion154.254.1%0.7%2.7%5.224.9%
Macy's, Inc. M$6.0 billion8.3515.2%5.0%0.3%0.493.2%
Autonation, Inc. AN$5.2 billion7.2834.3%4.8%-0.1%1.58n/a
Ollie's Bargain Outlet Holdings, Inc. OLLI$5.2 billion19.3514.4%12.3%14.4%0.001.2%
Floor & Decor Holdings, Inc. FND$5.0 billion21.639.3%6.4%2.4%0.08n/a
Bath & Body Works, Inc. BBWI$3.6 billion4.61n/a16.7%-2.2%n/a4.5%
RH RH$2.2 billion20.2392.7%10.0%3.3%19.69n/a
2 companies share its SEC industry code (Retail-Catalog & Mail-Order Houses); the rest are the names nearest in size in its wider industry, Retail, one of the Fama-French 48 industries, a published grouping of SEC industry codes.
Read moreBy market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.

Filings

FilingPeriodFiledWhere
10-Q2 August 20269 September 2026EDGAR
10-Q3 May 202610 June 2026EDGAR
10-K1 February 202625 March 2026EDGAR
10-Q2 November 202510 December 2025EDGAR
10-Q3 August 202510 September 2025EDGAR
10-Q4 May 202511 June 2025EDGAR
10-K2 February 202526 March 2025EDGAR
10-Q27 October 20244 December 2024EDGAR
10-Q28 July 202428 August 2024EDGAR
10-Q28 April 202429 May 2024EDGAR

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