Chewy's Q2: Revenue Up, Investor Confidence Down?
Update: 2025-09-17
Description
Chewy's Q2 earnings beat expectations with $3.1 billion in revenue, fueled by Autoship subscriptions and growth in premium products, but the stock market didn't celebrate. CEO Sumit Singh highlighted gains in hard goods and health segments, plus expanding gross margins. Analysts grilled Chewy on investments in new programs like Chewy Plus and Get Real, and operating expenses. Investors are now watching membership growth, margin improvements, competitive positioning, private label brands, and veterinary care expansion to determine Chewy's long-term growth potential. The next few quarters are critical to see if Chewy can sustain its momentum and regain investor confidence.
Hosted on Acast. See acast.com/privacy for more information.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
