Chewy, Inc. Q2 2027 Earnings Call Summary

Chewy delivered results that outpaced the broader pet category by approximately 2x to 3x during the quarter, with performance anchored by a recurring revenue model. Autoship sales expanded 9.3% and now represent 84.6% of total net sales, providing a stable revenue foundation.
The company achieved triple-digit revenue growth in its Chewy Vet Care segment and triple-digit unit growth in fresh and frozen offerings. The equine and farm business marked its seventh consecutive quarter of mid-double-d