Auto-ship Powers Chewy’s Revenues in Q2′ 2025; Representing 83% of Quarterly Sales

Chewy remains one of the most trusted and convenient destination for pet parents and partners everywhere as evidenced by its Q2’ 2025 revenues announced recently.

Chewy – a preeminent online source for pet products, supplies, and prescriptions in USA, remain market leader on account of its broad selection of high-quality products and services, offered at competitive prices and delivered with an exceptional level of care, and a personal touch to build brand loyalty and drive repeat purchasing.

Chewy has sewn partnerships with around 3,200 of the best and most trusted brands in the pet industry, apart from its own private brands thus offering around 130,000 products and services offerings to its customers.

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 million
• Net margin of 2.0 percent decreased 850 basis points year over year
• Basic earnings per share of $0.15, a decrease of $0.55 year over year
• Diluted earnings per share of $0.14, a decrease of $0.54 year over year
• Adjusted EBITDA ⁽¹⁾ of $183.3 million, an increase of $38.4 million year over year
• Adjusted EBITDA margin of 5.9 percent increased 80 basis points year over year
• Adjusted net income of $141.1 million, an increase of $36.4 million year over year
• Adjusted basic earnings per share of $0.34, an increase of $0.10 year over year
• Adjusted diluted earnings per share of $0.33, an increase of $0.09 year over year

As per management – Q2 net sales exceeded the high end of the guidance range, growing nearly 9% year over year to $3.1 billion, with Autoship customer net sales increasing by 15% and representing 83% of total net sales for the quarter.

Chewy’s differentiated value proposition was once again on display, with both active customers and share of wallet (NSPAC) growing 4.5% year over year to reach nearly 21 million customers and $591, respectively.