Pet product retailer Chewy's Q3 revenue, profit top expectations

Chewy

10/12/2025 12:14

Overview

Online pet product retailer's fiscal Q3 revenue slightly beat analyst expectations

Adjusted EPS for fiscal Q3 beat analyst expectations

Company highlights market share expansion and profit growth

Outlook

Chewy did not provide specific guidance for future quarters or fiscal years

Result Drivers

MARKET SHARE EXPANSION - Chewy attributed its revenue growth to expanding market share and outperforming the pet category

MARGIN IMPROVEMENT - Gross margin increased by 50 basis points year over year, indicating improved cost management or pricing strategies

FREE CASH FLOW - Strong free cash flow generation was highlighted as a key result of effective operational management

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Slight Beat*
$3.12 bln
$3.11 bln (24 Analysts)
Q3 Adjusted EPS
Beat
$0.32
$0.14 (18 Analysts)
Q3 Net Income
$59.20 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 21 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the miscellaneous specialty retailers peer group is "buy"

Wall Street's median 12-month price target for Chewy Inc is $46.00, about 32% above its December 9 closing price of $34.84

The stock recently traded at 46 times the next 12-month earnings vs. a P/E of 63 three months ago

Press Release: ID:nBw5XHr6pa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)