Chewy (CHWY) reported fiscal second-quarter 2026 net sales of $3.33 billion, up 7.3% from a year earlier. Net income was $80.5 million, compared with $62.0 million in the prior-year quarter.
Basic and diluted earnings per share were both $0.20. The company said it raised its full-year revenue and profitability outlook.
- Gross margin was 30.4%, consistent year over year.
- Net margin was 2.4%, up 40 basis points year over year.
- Adjusted EBITDA was $226.7 million, with an adjusted EBITDA margin of 6.8%.
- Active customers totaled 21.705 million, up 3.8% year over year.
- Autoship customer sales were $2.82 billion and represented 84.6% of net sales.
$CHWY Insider Trading Activity
$CHWY insiders have traded $CHWY stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $CHWY stock by insiders over the last 6 months:
- SUMIT SINGH (Chief Executive Officer) has made 0 purchases and 4 sales selling 137,003 shares for an estimated $3,379,131.
- DA-WAI HU (General Counsel & Secretary) has made 0 purchases and 3 sales selling 12,352 shares for an estimated $301,205.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CHWY Hedge Fund Activity
We have seen 287 institutional investors add shares of $CHWY stock to their portfolio, and 383 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CANADA PENSION PLAN INVESTMENT BOARD added 14,945,614 shares (+285.7%) to their portfolio in Q2 2026, for an estimated $293,681,315
- VIKING GLOBAL INVESTORS LP removed 13,536,645 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $365,489,415
- FEDERATED HERMES, INC. added 4,306,954 shares (+137.7%) to their portfolio in Q2 2026, for an estimated $84,631,646
- CITADEL ADVISORS LLC removed 4,112,213 shares (-72.4%) from their portfolio in Q1 2026, for an estimated $111,029,751
- HOLOCENE ADVISORS, LP removed 4,043,114 shares (-90.2%) from their portfolio in Q2 2026, for an estimated $79,447,190
- AQR CAPITAL MANAGEMENT LLC removed 3,408,663 shares (-20.9%) from their portfolio in Q2 2026, for an estimated $66,980,227
- POINT72 ASSET MANAGEMENT, L.P. removed 3,385,153 shares (-64.2%) from their portfolio in Q2 2026, for an estimated $66,518,256
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
