Key Takeaways Chewy's Q2 net sales rose 8.6% y/y to $3.10B, driven by Autoship and expanding health and membership services.CENT's gross margin grew 280 bps to 34.6% despite a 4% drop in quarterly net sales.Chewy raised its full-year sales outlook to $12.5-$12.6B, while CENT faces tariff and demand headwinds.Chewy, Inc. (CHWY) and Central Garden & Pet Company (CENT) are two key players in the pet care industry, each executing distinct strategies. Chewy has evolved from a pure-play e-commerce retailer into a ...

Key Takeaways Chewy grew active customers 4.5% y/y to 20.9 million in 2Q25.Autoship drove $2.58B in sales, or 83% of total net sales, rising 15% y/y.The Get Real brand launch expanded private labels and boosted premium pet food offerings.Chewy, Inc. (CHWY) sustained strong momentum in active customer expansion in the second quarter of fiscal 2025, underscoring the strength of its engagement and retention strategies. The company closed the quarter with 20.9 million active customers, a 4.5% year-over-year inc ...

Key Takeaways Chewy membership is boosting engagement, as members shop more frequently and place larger, multi-item orders.Chewy users adopt Autoship more often, driving recurring orders and lifting customer retention and spending.Management expects Chewy to reach a mid-single-digit share of net sales by the end of fiscal 2025.Chewy, Inc.’s (CHWY) membership program, Chewy+, is emerging as a significant driver of customer engagement and recurring revenues. The program, which offers free shipping, 5% rewards ...

THE INFORMATION CONTAINED HEREIN IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN OR INTO AUSTRALIA, CANADA, ITALY, DENMARK, JAPAN, THE UNITED STATES, OR TO ANY NATIONAL OF SUCH JURISDICTIONS NBPE Announces September Monthly NAV Estimate St Peter Port, Guernsey 21 October 2025 NB Private Equity Partners (NBPE), the $1.3bn1, FTSE 250, listed private equity investment company managed by Neuberger Berman, today announces its 30 September 2025 monthly NAV estimate. NAV Highlights (30 September 2025) NAV per ...

Pet e-tail stock Chewy Inc (NYSE:CHWY) is 0.2% higher to trade at $37.50 last glance, while sporting a 29.2% year-over-year lead. The $36 level emerged as a floor for CHWY after a pullback from an early September rally to its highest level since late June. Now, a longer-term trendline that coincides with that level of support indicates the shares have more room to run.Per Schaeffer's Senior Quantitative Analyst Rocky White, the equity is within 0.75 of the 260-day moving average's 20-day average true range ...

Investors with an interest in Internet - Commerce stocks have likely encountered both JD.com, Inc. (JD) and Chewy (CHWY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate revision ...

公司业务模式 - Chewy公司通过在线销售宠物食品来颠覆实体宠物店[1] - 公司作为在线零售商 可能通过从仓库直接发货以更低价格击败实体店[1]

Key Takeaways Chewy's Hardgoods revenues climbed more than 15% in Q2, outpacing overall sales growth of 8.6%.New brand additions, fresher inventory and faster fulfillment drove stronger customer engagement.Chewy raised FY25 net sales guidance to $12.5-$12.6B as Hardgoods becomes a key growth driver.Chewy, Inc.’s (CHWY) Hardgoods segment showed exceptional strength in the second quarter of fiscal 2025, highlighting its expanding role in diversifying sales beyond consumables. Hardgoods revenues grew more than ...

当前股市环境 - 当前股市环境复杂且估值偏高 投资者对负面消息敏感 [1] - 投资策略倾向于从大型科技股转向中小型股票 [1] 分析师背景 - 分析师在华尔街和硅谷拥有覆盖科技公司的经验 并担任多家初创公司的外部顾问 [1] - 分析师自2017年起定期供稿 观点被多家网络媒体引用并同步至Robinhood等交易应用 [1]

当前市场环境与投资策略 - 当前股市估值偏高 投资者对负面消息敏感 倾向于抛售 [1] - 投资策略强调从大型科技股转向中小型股票 [1] 分析师背景 - 分析师拥有华尔街科技公司研究及硅谷工作经验 [1] - 分析师担任多家种子轮初创公司外部顾问 对行业趋势有深入了解 [1]