Chewy Inc. CHWY delivered a strong and well-rounded performance across all major segments in the first quarter of fiscal 2025. Net sales rose 8.3% year over year to $3.12 billion, exceeding the high ...

The Motley Fool has a disclosure policy. Chewy's Growth Is on Autopilot: The Power of Its $9.4 Billion Autoship Customer Sales A dog eating from a bowl as a child looks on.© Getty Images ...

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, ...

Chewy's strong sales and margins may not justify its stretched valuation. See here for more on CHWY stock's growth risks and why a neutral stance is recommended.

We expect that Chewy will see sales growth reaccelerate in 2025 with a skew toward the second half, when we project an inflection in US consumption spending, before returning to 9%-10% growth by 2026.

While the company is clear that the number of new pet households in the U.S. is declining, it sees plenty of room for growth. Autoshipment sales rose 8% in the quarter and 15% for the full year.

Anmuth noted that approximately 75% of Chewy’s net sales come from autoship subscription program customers, which the analyst sees as a key competitive advantage for the online pet care retailer.

This helped push net sales per active customer up 3.7% year over year to $583. Chewy maintained its fiscal 2025 revenue guidance of $12.3 billion to $12.45 billion, representing 6-7% growth when ...

Chewy's Growth Is on Autopilot: The Power of Its $9.4 Billion Autoship Customer Sales April 05, 2025 — 10:27 am EDT Written by Reuben Gregg Brewer for The Motley Fool -> ...

The Autoship program continued to be a key growth driver, generating $2.56 billion in sales, or 82.2% of total net sales. With nearly 14.8% year-over-year growth, it reinforced Chewy’s strengths ...

Chewy's sales aren't just reliable, they're on autopilot When you evaluate this business as an investment, you shouldn't focus just on headline numbers from the company's earnings releases.