Chewy Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
33.8%projected annual EPS growth
Analyst Coverage
21analysts covering
FY Revenue (est.)
$13.5Bnext fiscal year
FY EPS (est.)
$1.53next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Fiscal Q3 2026 Earnings Release | 3 Dec 2026 |
Monitoring Framework
Key Performance Indicators
Active Customers Quarterly21.5MTarget: 150,000 to 250,000 per quarter
Autoship Customer Sales Share Quarterly84.4%
Net Sales Per Active Customer (NSPAC) Quarterly597.0
Adjusted EBITDA Margin Quarterly7.5%Target: 10%
Watch Items
- Active Customer Growth and Autoship Net Sales PenetrationTrigger: Autoship share of net sales falling below 80% or sequential net active customer decline for two consecutive quartersAction: Review marketing ROI and customer acquisition cost (CAC) metrics on a quarterly basis and reallocate growth capital toward high-converting channels if net active customer growth decelerates.
- Active Customer Growth & Retention TrajectoryTrigger: Active customer net losses exceeding 100k YoY or consecutive quarterly declines in active customer count.Action: Evaluate pricing strategies, promotional cadence, and gross margin impact if customer retention or Autoship conversion rates drop below key benchmarks.
- Promotion and Advertising Expense as % of Net Sales
Research as of 2 Sep 2026