Dec. 23 at 7:46 PM
$CHWY Stock tanked from
$37 to less than
$32.
Chewy Fetches Strong Q3 Results as Autoship Growth Keeps the Stock Purring
10:16:53 AM ET, 12/10/2025 - Briefing.com
Chewy (CHWY) is chewing up some nice gains after delivering a hefty Q3 (Oct) EPS beat and issuing Q4 (Jan) EPS guidance well above consensus. Revenue of
$3.12 bln (+8.1% yr/yr) was in line, but the quality of growth impressed as Chewy continued to outperform the broader pet category and expand market share. The results extend the momentum seen in 1H25, underscoring the structural resilience of Chewy's model despite a choppy macro backdrop.
Revenue growth driven by unit volume, not price, a sign of healthy underlying demand. Active customers: 21.2 mln, up nearly 5% yr/yr, supported by improved marketing efficiency and higher conversion.Autoship sales +13.6% yr/yr to
$2.61 bln, outpacing total company growth.