Chewy (CHWY) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Tue, June 2, 2026 astatine 11:41 AM CDT 45 min read

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Date

Wednesday, March 25, 2026 astatine 8 a.m. ET

Call participants

• Chief Executive Officer — Sumit Singh

• Chief Financial Officer — Chris Deppe

• Head of Investor Relations — Natalie Nowak

Full Conference Call Transcript

Operator: Hello, everyone. Thank you for joining us, and invited to the Chewy Fourth Quarter 2025 Earnings Call. [Operator Instructions] I volition present manus the telephone implicit to Natalie Nowak, Head of Investor Relations. Natalie, delight spell ahead.

Natalie Nowak: Thank you for joining america connected the telephone contiguous to sermon our 4th fourth and afloat twelvemonth results for fiscal twelvemonth 2025. Joining maine contiguous are Chewy's CEO, Sumit Singh; and CFO, Chris Deppe. Our net release, which was filed with the SEC earlier today, has been posted to the Investor Relations conception of our website. In summation to the net release, a presumption summarizing our results is besides disposable connected our website astatine investor.chewy.com. On our telephone today, we volition beryllium making forward-looking statements, including statements concerning Chewy's fiscal results and performance, manufacture trends, strategical initiatives, stock repurchase programme and the situation successful which we operate.

Such statements are considered forward-looking statements nether the Private Securities Litigation Reform Act of 1995. These statements impact definite risks, uncertainties and different factors that could origin existent results to disagree materially from our forward-looking statements. We promote you to reappraisal our SEC filings including the conception titled Risk Factors successful our Form 10-K filed earlier contiguous for a treatment of these risks. Reported results should not beryllium considered an denotation of aboriginal performance. Also enactment that the forward-looking statements connected this telephone are based connected accusation disposable to america arsenic of today's date. We presume nary work to update immoderate forward-looking statements, but arsenic required by law. Also during this call, we volition sermon definite non-GAAP fiscal measures.

Reconciliations of these non-GAAP items to the astir straight comparable GAAP fiscal measures are provided connected our Investor Relations website and successful our net release. These non-GAAP measures are not intended arsenic a substitute for GAAP results. Additionally, unless different stated, each comparisons discussed connected today's telephone volition beryllium against the comparable play of fiscal twelvemonth 2024. Finally, this telephone successful its entirety is being webcast connected our Investor Relations website. A replay of the audio webcast volition besides beryllium disposable connected our Investor Relations website shortly. And with that, I'd similar to crook the telephone implicit to Sumit.