$CHWY (+0,25%) | Chewy Q3 Earnings Highlights:

🔹 Adj EPS: $0.20 (Est. $0.23) 😑

🔹 Revenue: $2.88B (Est. $2.86B) 🟢; UP +4.8% YoY

🔹 Gross Margin: 29.3% (Est. 29.3%) 🟡; UP +80 basis points YoY

Key Metrics:

🔹 Adj EBITDA: $138.2M (Est. $120.3M) 🟢; UP +68% YoY

🔹 Adj EBITDA Margin: 4.8% (Est. 4.2%) 🟢; UP +180 basis points YoY

🔹 Net Income: $3.9M (vs. Net Loss in Q3 FY2023)

🔹 Net Margin: 0.1% (UP +140 basis points YoY)

🔹 Adjusted Net Income: $84.9M; UP +34% YoY

🔹 Free Cash Flow: Strong contribution driven by operational efficiency

Operational Highlights:

🔹 Sequential increase in active customers, indicating positive customer engagement trends.

🔹 Autoship Customer Sales remained robust, contributing to predictable revenue streams.

🔹 Continued efficiency in operations, driving margin expansion.

CEO Commentary:

🔸 "Our third quarter results exceeded expectations, delivering strong topline growth, customer additions, and robust free cash flow. These results highlight the durability of our business model and our operational discipline." – Sumit Singh, CEO