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Aug 03, 2025
Chewy Q2 2025 Earnings Report
Chewy reported solid Q2 performance with higher revenue, expanding gross margin, and positive net income.
Key Takeaways
Chewy posted a strong Q2 2025, exceeding revenue expectations with $3.1B in net sales. Autoship sales comprised 83% of total revenue, driven by increased customer engagement and loyalty. Net income reached $62M, and free cash flow rose to $105.9M.
Forward Guidance
Chewy emphasized continued momentum through customer loyalty and operational efficiency, while remaining cautious of macroeconomic headwinds.
Positive Outlook
- Autoship revenue grew strongly and now represents 83% of total sales
- Active customer count increased to over 20.9M
- Gross margin expanded to 30.4%
- Free cash flow rose to $105.9M
- Adjusted EPS improved to $0.34
Challenges Ahead
- Net income declined significantly YoY due to prior year tax benefit
- EPS fell from $0.70 to $0.15 YoY
- Net margin dropped to 2.0% from 10.5% YoY
- Operating expenses continued to increase
- No geographic revenue breakdown provided
Historical Earnings Impact
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Avg. Return Before/After Earnings
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