Every material Form 8-K Chewy filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Chewy reported fiscal third-quarter 2025 results for the period ended November 2, 2025. Net sales rose 8.3% to $3.12 billion, and net income reached $59.2 million, or $0.14 per diluted share, compared with $3.9 million, or $0.01, a year earlier. CEO Sumit Singh said the company exceeded the high end of its net sales guidance, but the filing does not include updated full-year guidance.
Net sales of $3.12 billion, up 8.3% from $2.88 billion in the prior-year quarter
Net income of $59.2 million, or $0.14 per diluted share, versus $3.9 million, or $0.01, a year earlier
Adjusted EBITDA of $180.9 million, up 30.9%; adjusted diluted EPS of $0.32 versus $0.20
Free cash flow of $175.8 million, up from $151.8 million in the prior-year quarter
Chewy reported second-quarter fiscal 2025 results for the period ended August 3, 2025. Net sales rose 8.6% to $3.10 billion and adjusted EBITDA rose to $183.3 million, but GAAP net income fell to $62.0 million, or $0.14 per diluted share, from $299.1 million a year earlier, when a $275.7 million tax benefit was recorded.
Net sales of $3.10 billion, up 8.6% year over year; CEO Sumit Singh said net sales exceeded the high end of the company's guidance range
Net income of $62.0 million versus $299.1 million a year earlier; the prior-year period included a $275.7 million deferred tax valuation allowance release
Adjusted EBITDA of $183.3 million, up $38.4 million year over year; adjusted diluted EPS of $0.33, up $0.09
Autoship customer net sales rose 15% and represented 83% of total net sales for the quarter
Chewy's Chief Financial Officer David Reeder is leaving to return to the semiconductor industry as a chief executive, with his resignation effective July 3, 2025. The board appointed William Billings, the company's Chief Accounting Officer, as interim principal financial officer effective the same day. The filing names no permanent replacement, so shareholders will be watching for a permanent CFO appointment.
David Reeder's resignation as CFO and principal financial officer is effective July 3, 2025.
The board approved William Billings as interim principal financial officer on July 3, 2025.
Billings, age 49, has been Chief Accounting Officer since August 2024 and will keep that role.
The filing discloses no arrangement behind Billings' appointment and no related party transactions.
Chewy's majority-holder affiliate, Buddy Chester Sub LLC, sold 23,952,096 Class A shares at $41.95 each in a secondary offering that closed June 25, 2025, with the underwriter's option exercised in full. Chewy sold no shares and received no proceeds, but separately repurchased 2,395,210 shares from the seller for $100 million, cancelling them outside its existing buyback program.
Secondary offering: 23,952,096 Class A shares at $41.95 per share, with an option for 3,592,815 more exercised substantially in full on June 24, 2025
Chewy received no proceeds from the offering, which closed June 25, 2025
Stock Repurchase: $100 million for 2,395,210 shares from the seller, cancelled and retired; approved by an independent special committee without using the existing repurchase program
Chewy reported first quarter fiscal 2025 results for the 13 weeks ended May 4, 2025. Net sales grew 8.3% to $3.12 billion, but GAAP net income fell 6.7% to $62.4 million and GAAP diluted earnings per share stayed flat at $0.15. Adjusted diluted earnings per share rose to $0.35 from $0.31, and adjusted EBITDA increased 18.3% to $192.7 million, figures that exclude share-based compensation and other items.
Net sales of $3.12 billion, up 8.3% year over year; active customers of 20.756 million, up 3.8%
Net income of $62.4 million versus $66.9 million a year earlier; diluted EPS of $0.15, unchanged
Adjusted diluted EPS of $0.35 versus $0.31; adjusted EBITDA of $192.7 million versus $162.9 million
Free cash flow of $48.7 million versus $52.6 million; the filing gives no updated guidance
Chewy said Chief Financial Officer David Reeder will leave the company to become a chief executive officer in the semiconductor industry, with his departure date still to be determined. The company also reaffirmed its first quarter fiscal 2025 guidance, and CEO Sumit Singh said the long-term plan remains intact.
Reeder notified Chewy on May 7, 2025 that he will resign as CFO and principal financial officer.
Reeder will remain CFO through the company's next earnings announcement in June, and the company is searching for a successor.
Chewy reaffirmed its previously announced first quarter fiscal 2025 guidance in a May 12, 2025 press release.
The filing states Reeder's resignation was not the result of any disagreement with the company on operations, policies, financial disclosures, or accounting matters.
Chewy expanded its board from thirteen to fourteen directors on April 24, 2025, and appointed Dr. Nat Goldhaber to fill the new seat as a Class I director with a term ending at the 2026 annual meeting. The board determined he is independent under SEC and NYSE rules, and he will receive the company's standard non-employee director pay. The change adds one board member and does not involve a change in executive leadership.
Board size increased from thirteen to fourteen directors on April 24, 2025
Dr. Nat Goldhaber appointed as a Class I director, term expiring at the 2026 annual meeting
Board determined Dr. Goldhaber is independent under SEC and NYSE rules
He receives standard non-affiliated director compensation and an indemnification agreement
Chewy entered into Amendment No. 3 to its ABL Credit Agreement on April 1, 2025, extending the maturity date to April 1, 2030 and removing a 10 basis point credit spread adjustment on SOFR borrowings. The amendment also adds covenant flexibility and raises the capacity to incur incremental revolving commitments, and the filing does not state any borrowing amount.
Maturity date extended to April 1, 2030, per Amendment No. 3 dated April 1, 2025
10 basis point credit spread adjustment on SOFR borrowings removed
Wells Fargo Bank, National Association is administrative agent; JPMorgan Chase Bank, N.A. is syndication agent
Chewy reported fiscal fourth-quarter and full-year 2024 results, with net sales up 14.9% in Q4 and 6.4% for the year. Q4 GAAP net income and diluted EPS declined year over year, while adjusted EBITDA rose 44% and full-year net income increased, helped by a $241.0 million income tax benefit. Both quarter and year include an extra week, which the company notes affects the comparisons.
Q4 net sales of $3.25 billion, up 14.9% year over year (14-week quarter)
Q4 net income of $22.8 million and diluted EPS of $0.05, versus $31.9 million and $0.07 a year earlier
Q4 adjusted EBITDA of $124.5 million, up $38.1 million; full-year net income of $392.7 million
Fiscal 2024 repurchases of common stock totaled $942.8 million
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Chewy filing is on SEC EDGAR ↗. 8-K briefs of other companies →