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Although the revenue and EPS for Chewy (CHWY) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Chewy stock jumps 13% after Q4 sales beat estimates despite EPS miss, as Autoship strength, margin gains and cash flow fuel upbeat growth outlook.

Chewy is upgraded to strong buy due to expected AI-driven margin expansion and robust 2026 earnings guidance. AI initiatives are projected to raise CHWY's adjusted EBITDA margin by 100 bps to 6.7%, significantly boosting profitability. The company plans to accelerate growth via private-label pet food and continued market share gains, not price increases.

Chewy matched analyst estimates in the fourth quarter, and offered better-than-expected guidance for 2026. The company is expanding its new veterinary care platform.

Customer wins are fueling Chewy's sales growth. Free cash flow is increasing at an even faster pace.

Chewy, Inc. (CHWY) Q4 2026 Earnings Call Transcript