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Chewy reports Q4 adjusted EPS 27c, consensus 28c

Reports Q4 revenue $3.26B, consensus $3.26B. “We exited 2025 from a position of real strength: $12.6 billion in net sales or 8.3% growth, $719 million of adjusted EBITDA or 26% growth, record free cash flow of $562 million, and 21.3 million active customers,” said Sumit Singh, Chief Executive Officer of Chewy (CHWY). “That performance underscores the durability of the Chewy model and gives us confidence in our ability to deliver continued profitable growth, expanding margins, and strong cash generation in 2026 and beyond.”

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