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Chewy Announces Second Quarter 2025 Financial Results
Businesswire· 2025-09-10 19:05
PLANTATION, Fla.--(BUSINESS WIRE)--Chewy, Inc. (NYSE: CHWY) ("Chewy†), a trusted destination for pet parents and partners everywhere, has released its financial results for the second quarter of fiscal year 2025 ended August 3, 2025. Fiscal Q2 2025 Highlights: Net sales of $3.10 billion increased 8.6 percent year over year Gross margin of 30.4 percent increased 90 basis points year over year Net income of $62.0 million, including share-based compensation expense and related taxes of $79.1 milli. ...
Chewy(CHWY) - 2026 Q2 - Quarterly Results
2025-09-10 19:03
收入和利润表现 - 净销售额为31亿美元,同比增长8.6%[6] - 净利润为6200万美元,净利率为2.0%[6] - 调整后净利润为1.411亿美元,同比增长3640万美元[6] - 净销售额为62.202亿美元,同比增长8.4%[23] - 净收入为1.244亿美元,同比下降66.0%[23] - 2025财年第二季度净销售额为31.04亿美元,同比增长8.6%[24] - 2025财年第二季度调整后净利润为1.411亿美元,同比增长34.8%[25] - 2025财年第二季度调整后稀释每股收益为0.33美元,较去年同期的0.24美元增长37.5%[25] - 2025财年上半年净销售额为62.202亿美元,同比增长8.4%[24] 盈利能力指标 - 毛利率为30.4%,同比增长90个基点[6] - 调整后EBITDA为1.833亿美元,同比增长3840万美元[6] - 调整后EBITDA利润率为5.9%,同比增长80个基点[6] - 调整后EBITDA为3.76亿美元,同比增长22.2%[23] - 调整后EBITDA利润率为6.0%,同比增长60个基点[23] - 2025财年第二季度调整后EBITDA为1.833亿美元,同比增长26.5%[24] - 2025财年第二季度调整后EBITDA利润率为5.9%,较去年同期的5.1%增长80个基点[24] - 2025财年上半年调整后EBITDA为3.76亿美元,同比增长22.2%[24] 客户相关指标 - Autoship客户净销售额增长15%,占总净销售额的83%[4] - 活跃客户数量同比增长4.5%至近2100万[4] - 客户钱包份额(NSPAC)同比增长4.5%至591美元[4] - 活跃客户数为2090.6万,同比增长4.5%[23] - 每活跃客户净销售额为591美元,同比增长4.6%[23] - Autoship客户销售额为51.396亿美元,占总销售额的82.6%[23] 现金流和资本支出 - 经营活动产生的净现金流为2.203亿美元,同比增长7.3%[16][23] - 自由现金流为1.546亿美元,同比增长7.3%[23] - 资本支出为6570万美元[16] - 2025财年第二季度自由现金流为1.059亿美元,同比增长15.7%[26] - 2025财年上半年自由现金流为1.546亿美元,同比增长7.3%[26] - 2025财年第二季度资本支出为2800万美元,同比减少12.2%[26] 现金状况 - 现金及现金等价物为5.918亿美元[12]
Chewy, Synopsys And 3 Stocks To Watch Heading Into Wednesday - Chewy (NYSE:CHWY)




Benzinga· 2025-09-10 14:28
With U.S. stock futures trading mixed this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Chewy Inc. CHWY to report quarterly earnings at 14 cents per share on revenue of $3.08 billion before the opening bell, according to data from Benzinga Pro. Chewy shares gained 3.8% to $43.70 in after-hours trading.Rubrik Inc. RBRK reported second-quarter financial results that beat expectations and raised its full-year fiscal 2026 outlook. The company exp ...
Chewy Q2 Preview: Are Pet Stocks Defensive? Results May Show 'Stable Industry Trends
Benzinga· 2025-09-09 23:15
Pet ecommerce company Chewy Inc CHWY is set to report its second-quarter earnings before market open on Wednesday, with analysts eyeing potential growth in recurring revenue and subscription services. Here's a preview of the key estimates, analyst expectations, and what to watch for in the upcoming report.Earnings Estimates: Analysts expect Chewy to report Q2 revenue of $3.08 billion, up from $2.86 billion according to data from Benzinga Pro.The company has beaten analyst estimates in two straight quarters ...
Airbus CEO: We're on track to deliver target of 820 aircrafts this year
Youtube· 2025-09-09 23:14
Welcome back. Airbus saying it's confident it can increase deliveries in the second half of the year with a strengthened supply chain. The US and the EU coming to some terms on tariff exemptions for aerospace.Joining us this morning, Phil Leau, along with the CEO of Airbus. Hey Phil. Hey Carl.Yay, CEO of Airbus. Thank you for joining us today. Carl sent us up there talking about your expectations to deliver around 820 aircraft this year.you've got to really hit the gas in the second really the remainder of ...
Chewy, Inc. (NYSE:CHWY) Stock Analysis: A Deep Dive into Analysts' Expectations and Future Prospects
Financial Modeling Prep· 2025-09-09 23:00
The consensus price target for Chewy, Inc. (NYSE:CHWY) remains stable at $50, indicating steady confidence from analysts.Over the past year, the average price target for Chewy has increased from $41.33 to $50, reflecting growing optimism about the company's performance.Analyst Stephanie Wissink from Jefferies has set a higher price target of $60, suggesting a more bullish outlook on Chewy's financial future.Chewy, Inc. (NYSE:CHWY) is a leading e-commerce company in the United States, specializing in pet-rel ...
Chewy Likely To Report Higher Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Benzinga· 2025-09-09 22:37
Chewy, Inc. CHWY will release earnings results for the second quarter before the opening bell on Wednesday, Sept. 10.Analysts expect the Plantation, Florida-based company to report quarterly earnings at 33 cents per share, up from 24 cents per share in the year-ago period. Chewy projects to report quarterly revenue of $3.08 billion, compared to $2.86 billion a year earlier, according to data from Benzinga Pro.On June 23, Chewy priced upsized 23.95 million share offering by BC Partners Affiliate at $41.95, w ...
Morgan Stanley Says These 3 Stocks Are Top Picks for the Rest of 2025
Yahoo Finance· 2025-09-09 18:09
公司业务与市场定位 - Chewy从基础宠物用品扩展到兽医和宠物医药服务 兽医网络覆盖南佛罗里达、亚特兰大、丹佛及得克萨斯州奥斯汀、达拉斯和休斯顿地区 提供包括马匹和异宠在内的医药服务[1] - 宠物供应市场涵盖食品、玩具、兽医医药服务、寄养培训等 公司在线零售平台提供超过13万种产品和服务 覆盖猫狗、鸟类、豚鼠、啮齿类动物、异国鱼类、蜥蜴、海龟乃至马和鸡等牲畜[2][6] - 公司拥有约2050万活跃客户 通过1-2日传统配送支持服务[6] 财务表现与运营数据 - 2025财年第一季度营收31.2亿美元 同比增长8.3% 超出预期4000万美元 非GAAP每股收益0.35美元 较去年同期增长0.04美元 超出预期0.01美元[7] - 公司市值约176亿美元 将于9月10日发布2025财年第二季度业绩[3][7] 分析师观点与评级 - 摩根士丹利分析师Nathan Feather预计2025财年营收指引可能上调 若下半年宠物家庭形成或定价改善 营收增长可能重返10%以上 EBITDA指引上调可能性较高[8] - 给予"增持"评级 目标价50美元 隐含18%上涨空间 强调其份额增长、利润率拐点和新兴诊所业务的看涨前景[8] - 基于22位分析师评级 获得17个买入和5个持有 共识评级为"强力买入" 平均目标价47.68美元较当前42.33美元有13%上行空间[9] 能源行业公司EQT概况 - 美国碳氢能源行业领导者 成立于1888年 阿巴拉契亚地区最大天然气生产商之一 在宾夕法尼亚州、俄亥俄州和西弗吉尼亚州拥有广泛土地权益 重点开发马塞勒斯页岩[9] - 在宾州拥有超过10万净英亩土地 西弗吉尼亚州60万净英亩 俄亥俄州15万净英亩 采用水平钻井和水力压裂技术开发地下6000英尺资源[10] - 拥有中游资产包括集输、储存和管道基础设施[11] EQT财务与分析师观点 - 2025年第二季度营收25.6亿美元 同比增长167% 非GAAP每股收益0.45美元 较去年同期0.08美元亏损大幅改善 超出预期0.05美元 自由现金流2.4亿美元 去年同期为亏损1.71亿美元[12] - 摩根士丹利分析师Devin McDermott指出公司成本结构领先(盈亏平衡点2.00美元 未来降至1.80-1.90美元) 垂直整合能力突出 重申为美国勘探生产领域首选[14] - 给予"增持"评级 目标价69美元 隐含34%上涨空间 基于19位分析师评级 获得13个买入和6个持有 共识评级为"适度买入" 平均目标价63.89美元较当前51.60美元有24%上行空间[15] 金融科技公司Nu Holdings业务概况 - 巴西金融科技企业 运营数字银行Nubank 提供数字银行账户、个人贷款、信用卡和现金奖励服务 支持最多20种加密货币的投资平台[15] - 成立12年来吸引超过1.22亿客户 在巴西覆盖60%成年人群体 五年内为2000万巴西人提供首张信用卡[16][17] - 市值710亿美元 年内股价上涨42%[18] Nu Holdings财务表现与展望 - 2025年第二季度营收36.7亿美元创纪录 净利润6.37亿美元 两年增长三倍 客户基数单季度增加410万 同比增长17%[19] - 摩根士丹利分析师Jorge Kuri认为公司有望成为拉丁美洲最大银行 franchise之一 目标估值到2026年达1000亿美元[21] - 给予"增持"评级 目标价18美元 隐含22%上涨空间 基于14位分析师评级 获得11个买入和3个持有 共识评级为"强力买入" 平均目标价17.24美元较当前14.74美元有17%上行空间[22] 宏观经济与市场环境 - 标普500指数年内上涨10% 纳斯达克指数上涨12.5% 主要指数接近历史高点[5] - 美联储预计9月开始降息 债券市场定价显示到2026年底约5次降息 降息环境下股票通常表现强劲[4]
Retail Investors' Top Stocks With Earnings This Week: GameStop, Oracle, Chewy And More
Benzinga· 2025-09-09 00:53
Retail investors are gearing up for another week of financial reports. Here's a look at the most notable stocks set to report company earnings this week. PL stock is soaring after earnings. See the chart here. Monday, Sept. 8 Before Market Open: Planet Labs PBC PL kicked off the week by beating analyst estimates on the top and bottom lines. Shares soared more than 35% following the print. After Market Close: Caseys General Stores, Inc. CASY will report its Q1 results after Monday's closing bell and host its ...
The Big 3: JPM, GLD, CHWY
Youtube· 2025-09-09 00:00
[Music] Welcome back to Trade 360. I'm Diane King Hall. Time now for the big three.Three stocks, three charts, and three trades. Rick Dukat will take us through the charts. And here to take us through the trades is Scott Bower, CEO of Prosper Trading Academy.It is good to see both of you. All right, Scott, I want to get your big picture take on the market this week, especially as we gear up for inflation and look at inflation. What's your expectation for this week.Okay. >> Boy, the market has been so resili ...