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Chewy (CHWY)
NYSE:CHWY
Earnings Data
Report Date
May 28, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.17Last Year’s EPS
0.15Same Quarter Last Year
Strong Buy
Based on 25 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 26, 2025
|% Change Since: 0.18%
|Next Earnings Date:May 28, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance for Chewy in fiscal year 2024, with significant growth in key areas such as revenue, customer base, and profitability. The company has demonstrated its ability to innovate and expand its offerings, particularly in the Autoship program and Vet Care Clinics. However, there are some concerns about the minimal impact of pricing on growth and the dependency on external factors for hard goods growth.Company Guidance
In the Chewy Fourth Quarter 2024 Earnings Call, the company reported strong financial performance, exceeding the high end of their guidance ranges. Fourth quarter net sales grew approximately 15% year-over-year to $3.25 billion, contributing to full year net sales of $11.86 billion, marking a 6% increase from the previous year. Autoship customer sales saw significant growth, increasing by 21% in Q4 and 10.6% for the full year, with Autoship representing 80.6% of Q4 net sales. Chewy's adjusted EBITDA margin for fiscal year 2024 reached 4.8%, reflecting a year-over-year expansion of around 150 basis points, and the company generated a record $452.5 million in free cash flow. The call also highlighted the success of Chewy's sponsored ads business, which scaled to approximately 1% of net sales, and the opening of eight Chewy Vet Care Clinics, which exceeded expectations. For 2025, Chewy anticipates continued growth with net sales projected between $12.3 billion and $12.45 billion, reflecting a 6% to 7% year-over-year increase, along with further adjusted EBITDA margin expansion to between 5.4% and 5.7%.Strong Revenue Growth
Fourth quarter net sales increased approximately 15% year-over-year to $3.25 billion, resulting in full year 2024 net sales of $11.86 billion, representing 6% year-over-year growth.
Autoship Program Success
Autoship program represented 80.6% of Q4 net sales, with sales increasing by 21% in the fourth quarter and nearly 11% for the full year 2024.
Active Customer Growth
Chewy ended fiscal year 2024 with 20.5 million active customers, marking year-over-year growth for the first time in eight quarters.
Adjusted EBITDA Margin Improvement
Adjusted EBITDA margin for fiscal year 2024 reached 4.8%, reflecting year-over-year expansion of approximately 150 basis points.
Record Free Cash Flow
Chewy generated a record $452.5 million of free cash flow in fiscal year 2024, converting approximately 80% of adjusted EBITDA to free cash flow.
Sponsored Ads Business Growth
Sponsored ads business scaled to approximately 1% of net sales for full year 2024, contributing to year-over-year gross margin improvement.
Chewy Vet Care Clinics Expansion
Successfully opened eight CVC locations, reaching the upper end of the target range, with plans to open eight to 10 new clinics in fiscal year 2025.
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CHWY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CHWY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 26, 2025 | $33.61 | $33.25 | -1.07% |
| Dec 04, 2024 | $33.62 | $33.47 | -0.45% |
| Aug 28, 2024 | $25.86 | $28.72 | +11.06% |
| May 29, 2024 | $16.91 | $21.50 | +27.14% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Chewy (CHWY) report earnings?
Chewy (CHWY) is schdueled to report earning on May 28, 2025, TBA Not Confirmed.
What is Chewy (CHWY) earnings time?
Chewy (CHWY) earnings time is at May 28, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CHWY EPS forecast?
CHWY EPS forecast for the fiscal quarter 2025 (Q1) is 0.17.
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