Loading...
•
Nov 02, 2025
Chewy Q3 2025 Earnings Report
Chewy reported solid revenue and profit growth in Q3 2025.
Key Takeaways
Chewy outperformed expectations in Q3 2025 with growing revenue, improving margins, and strong profitability. The company beat its sales guidance, saw net income rise significantly, and delivered solid free cash flow.
Net sales reached $3.12 billion, up from $2.88 billion last year.
Net income rose to $59.2 million compared to $3.9 million in Q3 2024.
Adjusted EBITDA climbed to $180.9 million.
Autoship customer sales accounted for 83.9% of total revenue.
Forward Guidance
Management expects continued market share gains, improved operational efficiency, and ongoing free cash flow strength.
Positive Outlook
- Exceeded high end of net sales guidance
- Strong free cash flow generation
- Expanded gross and EBITDA margins
- Continued autoship growth
- Active customer base continues to rise
Challenges Ahead
- Macroeconomic headwinds still present
- Slower EPS growth relative to net income
- Some cost pressures in marketing and operations
- Inventory and accounts receivable increased
- Dilution from increased share count may affect EPS
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...