Chewy, Inc.
CHWY
Jodie read · what matters now
Revenue increased 7.7% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to CHWY, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-06-10 against the comparable filing from 2025-06-11.
What improved
- Revenue increased 7.7% versus the comparable filing period.
- Operating margin improved 1.4 percentage points.
- Net income increased 51.9% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“This increase was primarily due to higher sales coupled with increased outbound freight and shipping supply costs.”
“This increase was primarily driven by growth in active customers, which improved by 3.6%, to 21.5 million, and higher net sales per active customer, which increased $14, to $597 in the thirteen weeks ended May 3, 2026 compared to the thirteen weeks ended May 4, 2025, driven by growth across our consumables, pet health and specialty products, and hardgoods businesses.”
“These amounts were partially offset by working capital changes of $92.8 million, which were primarily driven by a decrease in accrued expenses and other current liabilities, coupled with an increase in accounts receivable and prepaid expenses and other current assets.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind CHWY
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 1 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
CHWY is currently a Participant in the organic co-movement group Consumer Tech Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for CHWY; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.