Chewy Posts 8.6% Revenue Gain in Q2

(NYSE:CHWY), the online pet-products retailer, released its results on September 10, 2025. The most important news: revenue surpassed the high end of management’s guidance, Adjusted EBITDA margin (non-GAAP) improved to 5.9%, and Adjusted earnings and free cash flow also rose meaningfully, while growth in active customer numbers moderated a bit and headline net income fell year-over-year due to a one-time tax benefit in the prior period. Overall, it was a solid quarter for Chewy, reflecting consistent expansion and operational progress in key focus areas.

Chewy runs one of the largest e-commerce platforms in the U.S. focused on pet food, health, supplies, and wellness. Its business centers on home delivery, subscription ordering with its Autoship service, and personalized online experiences. The company offers more than 130,000 products and partners with over 3,200 brands, giving pet owners wide access to consumables, hard goods such as crates and carriers, and pet healthcare options.

The company’s growth model relies on three things: driving customer loyalty through fast delivery and competitive pricing; expanding subscription-based offerings like Autoship, which generates recurring revenue; and growing new categories, especially in pet healthcare and exclusive brands. Its customer-first approach, investment in technology, and scale logistics give it an edge as more pet spending shifts online. Recent areas of focus also include expanding digital health services and introducing more private label products.

Continue reading

Source Fool.com