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NYSE · Consumer Discretionary

Chewy, Inc. (CHWY)

As-reported financials and SEC filings for Chewy, Inc. The latest annual period is FY2025. The latest reported quarter is Q1 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Chewy, Inc.

Chewy, Inc. operates as an online retailer specializing in pet products, supplies, and prescriptions. The company offers approximately 190,000 products from around 4,000 brands, including its own private labels, and serves pet owners primarily in the U.S. through its websites and mobile applications. Chewy also provides pet health services such as a pharmacy, telehealth consultations, insurance plans, and operates veterinary clinics under the Chewy Vet Care brand.

Snapshot

Revenue
$12.60B
Revenue growth (YoY)
6.2%
Net income
$222.8M
Diluted EPS
$0.52
Gross margin
29.8%
Operating margin
2.0%
Net margin
1.8%
FCF margin
4.5%
ROE
44.7%
net income / fiscal-year-end equity
P/E
39.5×
trailing when available, otherwise FY EPS
Market cap
$9.71B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended February 1, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Chewy

  • Revenue grew 6.2% to $12.6B in FY2025, in line with the 6.4% the year before.
  • Operating margin turned positive at 2.0% in FY2025, from a 0.8% operating loss in FY2021.
  • Most recent quarter Q1 FY2026: revenue $3.4B, up 7.7% from Q1 FY2025.
  • Free cash flow was $562M in FY2025, 4.5% of revenue.
  • Net income fell 43.3% to $223M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Chewy’s fundamentals sit among the 403 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin29.8%
40th percentile of 275
Operating margin2.0%
41st percentile of 348
Net margin1.8%
45th percentile of 377
FCF margin4.5%
53rd percentile of 351
Revenue growth (YoY)+6.2%
63rd percentile of 394
ROE44.7%
92nd percentile of 343
P/E39.5×
86th percentile of 249
Short interest3.17d
40th percentile of 401

Chewy’s return on equity of 44.7% ranks in the 92nd percentile of the 343 Consumer Discretionary companies reporting it. Chewy’s P/E of 39.5 ranks in the 86th percentile of the 249 peers with a meaningful P/E.

No reported insider purchases (code P) in the last 90 days; 4 insider sales totaling $1.2M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+7 quant / multi-strat
Initiated / added
5
2 new, 3 added
Reduced / exited
5
4 trimmed, 1 exited
Combined position
$471.6M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$250.4M12.9MReduced
Two Sigma InvestmentsquantQ2 2026$130.7M6.6MAdded
Point72 Asset ManagementquantQ2 2026$37.1M1.9MReduced
Renaissance TechnologiesquantQ2 2026$16.0M814.1KNew
Gotham Asset ManagementQ2 2026$13.5M687.7KAdded
Citadel AdvisorsquantQ2 2026$12.2M621.5KReduced
Bridgewater AssociatesQ2 2026$6.7M343.3KNew
Millennium ManagementquantQ2 2026$4.4M225.7KReduced
D. E. ShawquantQ2 2026$591,54430.1KAdded

No longer held by: First Eagle Investment Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
4
$1.2M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-03
filed 2026-08-04
Singh SumitChief Executive OfficerSell43.2K$23.01$995K
2026-08-03
filed 2026-08-04
Singh SumitChief Executive OfficerSell6.2K$23.01$143K
2026-06-29
filed 2026-06-30
Hu Da-WaiGeneral Counsel & SecretarySell4.1K$19.49$80K
2026-06-29
filed 2026-06-30
Hu Da-WaiGeneral Counsel & SecretarySell100$19.48$2K
2026-05-04
filed 2026-05-05
Singh SumitChief Executive OfficerSell83.3K$25.60$2.1M
2026-05-04
filed 2026-05-05
Singh SumitChief Executive OfficerSell4.2K$25.60$108K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
20.6M
settled 2026-08-14
Change vs prior
-25.6%
vs previous settlement
Days to cover
3.17
at avg daily volume
Avg daily volume
6.5M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1420.6M-25.6%3.17
2026-07-3127.7M+1.3%3.64
2026-07-1527.3M+9.4%3.09
2026-06-3025.0M-1.4%2.10
2026-06-1525.3M-9.4%2.37
2026-05-2927.9M+4.2%2.78
2026-05-1526.8M+26.0%3.07
2026-04-3021.3M+14.6%3.08

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$12.60B$11.86B$11.15B$10.12B$8.97B
Gross profit$3.75B$3.47B$3.16B$2.83B$2.39B
Operating income$254.3M$112.6M$-23.6M$56.4M$-73.6M
Net income$222.8M$392.7M$39.6M$49.9M$-75.2M
Diluted EPS$0.52$0.91$0.09$0.12$-0.18

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$860.1M$595.8M$602.2M$331.6M$603.1M
Current assets$2.04B$1.66B$2.10B$1.52B$1.32B
Total assets$3.37B$3.01B$3.19B$2.52B$2.09B
Current liabilities$2.30B$2.21B$2.11B$1.83B$1.64B
Long-term debt
Total liabilities$2.87B$2.75B$2.68B$2.36B$2.07B
Total equity$497.9M$261.5M$510.3M$160.3M$-39.6M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$691.6M$596.3M$486.2M$349.8M$191.7M
Capital expenditure$129.2M$143.8M$143.3M$230.3M$183.2M
Free cash flow$562.4M$452.5M$342.9M$119.5M$8.6M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2026$3.36B7.7%$94.8M$0.23
Q4 FY2025$3.26B0.5%$39.2M$0.09
Q3 FY2025$3.12B8.3%$59.2M$0.14
Q2 FY2025$3.10B8.6%$62.0M$0.14
Q1 FY2025$3.12B8.3%$62.4M$0.15
Q4 FY2024$3.25B14.9%$22.8M$0.05
Q3 FY2024$2.88B4.8%$3.9M$0.01
Q2 FY2024$2.86B2.6%$299.1M$0.68

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorConsumer Discretionary
SIC industryRetail-Catalog & Mail-Order Houses
Latest annual periodFY2025 (ended February 1, 2026)
Latest reported quarterQ1 FY2026 (ended May 3, 2026)
Oldest indexed filing2019
SEC CIK1766502

Selected SEC filings

10-K2026-03-25
View on EDGAR →
10-Q2026-06-10
View on EDGAR →
8-K2026-07-13
View on EDGAR →
8-K2026-06-24
View on EDGAR →
8-K2026-06-10
View on EDGAR →
8-K2026-04-28
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.