Chewy recently released its 10-Q report for the quarter ended Aug. 2, 2026. Chewy, Inc. is an e-commerce retailer focused on pet food, pet supplies, pet medications and other pet-health products, along with related services. The company sells through its websites and mobile apps, including its Autoship subscription program, and is based in Plantation, Florida.
In Item 2, Management’s Discussion and Analysis, Chewy said macroeconomic conditions — including inflation, elevated interest rates and broader economic uncertainty — have affected consumer spending patterns and could continue to influence demand, product mix, purchasing frequency and promotional intensity. The company said it manages logistics, transportation, supply chain and merchandising with a focus on value, service levels and operational discipline.
Chewy described itself as the largest pet e-tailer in the United States, with roughly 4,000 brands in its assortment and about 190,000 products available through its websites and mobile applications. It said its net sales are driven primarily by third-party and private-brand pet food, pet products, pet health and specialty products, plus shipping fees, while services such as telehealth, pet insurance-related offerings, loyalty memberships and veterinary clinic services are included in other net sales but are not a significant component.
For the 13 weeks ended Aug. 2, 2026, net sales rose 7.3% to $3.33 billion from $3.10 billion a year earlier. Net income increased 29.8% to $80.5 million from $62.0 million, while adjusted EBITDA climbed 23.7% to $226.7 million from $183.3 million.
For the 26-week period, net sales increased 7.5% to $6.69 billion from $6.22 billion. Net income rose 40.9% to $175.3 million from $124.4 million, and adjusted EBITDA advanced 27.6% to $479.8 million from $376.0 million.
Active customers reached 21.705 million, up from 20.906 million a year earlier, a 3.8% increase. Net sales per active customer rose to $602 from $591. Autoship customer sales increased 9.3% to $2.82 billion for the quarter and 9.9% to $5.65 billion for the half-year, with Autoship accounting for 84.6% of quarterly net sales and 84.5% of year-to-date net sales.
Cash from operations was $137.4 million for the quarter and $245.9 million for the first half. Free cash flow was $89.5 million for the quarter, down from $105.9 million a year earlier, but was $160.3 million for the six-month period, up from $154.6 million. Following these announcements, the company's shares moved -7.63%, and are now trading at a price of $21.495. If you want to know more, read the company's complete 10-Q report here.
