Chewy, INC

Market Movers (8-K)

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NYSE
Chewy, Inc. announced the results of its annual meeting of stockholders, including the election of directors, ratification of its independent auditor, and advisory votes on executive compensation and its frequency.
NYSE
Chewy, Inc. has entered into a new seven-year senior secured term loan credit facility for $600 million and amended its ABL credit agreement to extend the maturity date to June 23, 2031.
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Chewy, Inc. announced first quarter fiscal year 2026 financial results, showcasing a 7.7% year-over-year increase in net sales and significant improvements in profitability and margins.
NYSE
Chewy, Inc. has reached a settlement in a shareholder derivative lawsuit, agreeing to a $29.5 million cash payment to resolve claims related to a 2020 downstream merger.
NYSE
Chewy, Inc. announced an increase of $500 million to its existing share repurchase program, demonstrating confidence in its stock and commitment to returning value to shareholders.
NYSE
Chewy, Inc. announced robust fiscal year 2025 financial results, highlighted by significant adjusted EBITDA growth and record free cash flow, despite a GAAP net income decline attributed to a prior year tax benefit.
Better than expected

Quarterly Earnings (10-Q)

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NYSE
Chewy, Inc. announced its first-quarter fiscal year 2026 results, reporting a 7.7% increase in net sales to $3.4 billion and a 51.9% rise in net income to $94.8 million.
NYSE
Chewy, Inc. announced robust third-quarter results with significant increases in net sales, gross profit, and adjusted EBITDA, alongside the strategic acquisition of SmartPak Equine.
Better than expected
Delay expected
NYSE
Chewy, Inc. announced robust second-quarter results for fiscal year 2025, with net sales up 8.6% and adjusted EBITDA increasing by 26.5%, driven by customer growth and higher spending.
Better than expected
Capital raise
NYSE
Chewy, Inc. announced robust first-quarter fiscal year 2025 results, showcasing significant growth in net sales, active customers, and adjusted EBITDA, while GAAP net income saw a slight decrease due to non-operating factors.
Better than expected
NYSE
Chewy Inc. reports a profitable third quarter of 2024, with net income of $3.9 million, driven by increased customer spending and supply chain efficiencies.
Better than expected
NYSE
Chewy Inc. announced a significant increase in net income for the second quarter of 2024, driven by margin expansion and strategic financial maneuvers, including a substantial share repurchase program.
Better than expected

Annual Reports (10-K)

NYSE
Chewy, Inc. announced a 6.2% increase in net sales to $12.6 billion for fiscal year 2025, alongside significant expansion in its pet healthcare services and a strategic acquisition.
Worse than expected
Delay expected
NYSE
Chewy Inc. announces its fiscal year 2024 results, highlighting net income growth, strategic investments, and continued focus on customer satisfaction and expansion into pet healthcare.
Better than expected
NYSE
Chewy Inc.'s 2023 10-K filing highlights a year of growth, strategic expansion, and continued focus on customer experience within the pet industry.
Worse than expected

Insider Trading (Form 4)

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NYSE
Da-Wai Hu, General Counsel & Secretary of Chewy, Inc., reported a transaction in 909 shares of common stock on July 31, 2026.
NYSE
Sumit Singh, Chief Executive Officer and a Director of Chewy, Inc., sold 49,477 shares of common stock on July 31, 2026 for $23.01 per share.
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James A Star, a Director of Chewy, Inc., received 10,665 shares of common stock on July 9, 2026.
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Martin H. Nesbitt, a Director of Chewy, Inc., received 10,665 shares of common stock on July 9, 2026.
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Nathaniel Goldhaber, a Director of Chewy, Inc., received 10,665 shares of common stock on July 9, 2026.
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James Larry Nelson, a Director of Chewy, Inc., received 10,665 shares of common stock on July 9, 2026.

Proxy Statements (Def-14A)

NYSE
Chewy, Inc. has scheduled its 2026 Annual Meeting of Stockholders for July 9, 2026, to address director elections, auditor ratification, and executive compensation.
NYSE
Chewy, Inc. has filed a Definitive Proxy Statement (DEFA14A) with the U.S. Securities and Exchange Commission.
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Chewy, Inc. has released its proxy statement detailing the agenda and procedures for its 2025 Annual Meeting of Stockholders, scheduled for July 10, 2025.
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Chewy, Inc. has filed a definitive proxy statement with the Securities and Exchange Commission.
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Chewy's proxy statement outlines proposals for the upcoming annual meeting, including director elections, ratification of auditors, executive compensation, an incentive plan, and officer exculpation.

Schedule 13G - Passive Investments

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NYSE
Canada Pension Plan Investment Board reports beneficial ownership of 20,176,907 shares, representing 8.7% of Chewy, Inc.'s Class A Common Stock as of June 30, 2026.
NYSE
AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have filed a Schedule 13G, reporting beneficial ownership of 12,934,175 shares, representing 5.55% of Chewy, Inc.'s Class A Common Stock.
NYSE
Viking Global Investors and its affiliates have reported a 0% beneficial ownership stake in Chewy, Inc. as of March 31, 2026.
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AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have reported a 6.8% beneficial ownership in Chewy, Inc. Class A Common Stock as of March 31, 2026.
NYSE
Vanguard Capital Management has reported beneficial ownership of 12,189,628 shares of Chewy Inc. common stock, representing 5.07% of the class.
NYSE
Wellington Management Group and its affiliates have filed an amended Schedule 13G, disclosing a 2.3% beneficial ownership in Chewy, Inc. as of December 31, 2025.