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Chewy (CHWY) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended January 2026, Chewy (CHWY - Free Report) reported revenue of $3.26 billion, up 0.5% over the same period last year. EPS came in at $0.27, compared to $0.28 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $3.26 billion, representing a surprise of +0.27%. The company delivered an EPS surprise of -3.57%, with the consensus EPS estimate being $0.28.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Chewy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Active customers: 21,327 versus the seven-analyst average estimate of 21,277.
  • Net sales per active customer: $591.00 versus the four-analyst average estimate of $593.06.
  • Net Sales- Hardgoods: $399.4 million versus $375.99 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.3% change.
  • Net Sales- Consumables: $2.27 billion versus $2.28 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.7% change.

View all Key Company Metrics for Chewy here>>>

Shares of Chewy have returned +0.4% over the past month versus the Zacks S&P 500 composite's -5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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