核心业绩表现 - 第二季度净销售额同比增长86% 超出公司指引区间高端[1] - 过去12个月总净销售额同比增长92% Autoship客户销售额增长149%[2] Autoship订阅计划 - 该季度Autoship计划净销售额增长约15% 占总净销售额比例达83%[2] - 该计划允许客户设置配送频率 符合条件商品可享受5%折扣[6] Chewy+付费会员计划 - 7月份该计划贡献公司总月销售额的3% 预计年底将达到中个位数份额[3] - 会员年费49美元 提供无最低消费免运费 每单5%奖励及专属优惠[5] - 会员相比非会员具有更高客均净销售额 利润贡献和购买频率[4] 运营指标提升 - 客均净销售额(NSPAC)保持45%增长 预计下半年增速维持在4%-5%区间[7] - 会员计划推动消费整合 强化自动配送和产品组合优化效应[7] - 该商业模式被类比为亚马逊Prime或Costco会员制 具有相似回报特征[6]

股价表现 - 周三股价大跌超14%至35.78美元 [1] 财务表现 - 二季度净销售额同比增长8.6%至31.04亿美元 略高于预期的30.8亿美元 [1] - 净利润为6200万美元 大幅低于去年同期的2.991亿美元 [1] - 稀释后每股收益为14美分 [1]

股价表现 - 周三股价大跌超14%至35.78美元 [1] 财务表现 - 二季度净销售额同比增长8.6%至31.04亿美元 略高于预期的30.8亿美元 [1] - 净利润为6200万美元 大幅低于去年同期的2.991亿美元 [1] - 稀释后每股收益为14美分 [1]

Key Points Chewy met analyst forecasts for sales and earnings this morning. Earnings per share took a big hit because Chewy had to pay taxes last quarter. It paid taxes, though, because Chewy was profitable. 10 stocks we like better than Chewy › Online pet food store Chewy (NYSE: CHWY) reported earnings this morning, and investors think Chewy is a very bad boy. The stock fell 12.6% through 9:50 a.m. ET despite hitting analyst forecasts for $0.33 per share in adjusted earnings, and beating (barely ...

For the quarter ended July 2025, Chewy (CHWY) reported revenue of $3.1 billion, up 8.6% over the same period last year. EPS came in at $0.33, compared to $0.24 in the year-ago quarter.The reported revenue represents a surprise of +0.71% over the Zacks Consensus Estimate of $3.08 billion. With the consensus EPS estimate being $0.33, the company has not delivered EPS surprise.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

股价表现 - 公司股价在周三早盘交易中下跌[1] 财务业绩 - 公司第二财季盈利与分析师预期一致[1]

Shares of Chewy (NYSE:CHWY) are down as much as 10% in Wednesday’s premarket trading as better-than-expected second quarter sales coupled with lifted guidance for FY25 was overshadowed by a lackluster bottom-line that included a sizable drop in ...

Seeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team ...

格隆汇9月10日｜美国宠物电商Chewy(CHWY.US)盘前跳水，跌超8%。消息面上，公司Q2净利润为 6200万美元，大幅低于去年同期的2.991亿美元。 ...

市场表现与指数动态 - 美股期货周三表现分化 道指期货跌0.27% 罗素2000指数期货跌0.36% 标普500指数期货涨0.13% 纳斯达克100指数期货涨0.07% [1][3] - 主要ETF盘前上涨 SPDR S&P 500 ETF Trust涨0.16%至651.37美元 Invesco QQQ Trust ETF涨0.12%至581.20美元 [3] - 周二三大指数均创历史新高 道指涨0.43%至45,711.34点 标普500涨0.27%至6,512.61点 纳斯达克综合指数涨0.37%至21,879.49点 [4][6][7] - 罗素2000小型股指数逆势下跌0.55%至2,381.82点 [6][7] 板块与个股表现 - 公用事业、医疗保健和通信服务板块领涨 材料与工业板块逆势下跌 [4] - UnitedHealth股价大涨超8% 因其Medicare Advantage业务展望乐观 [6] - 多只个股因财报及业务动态大幅波动 Chewy盘前涨3.92% Daktronics涨3.67% Oxford Industries涨0.32% Synopsys因季报不及预期且下调财年EPS指引而暴跌20.17% [14] - Oracle尽管业绩不及预期但因积压订单激增359%至4550亿美元而暴涨28.86% GameStop因强劲季报及特别股息宣布跳涨8.01% [14] - Wearable Devices因发布AI驱动腕带财务业绩暴涨68.65% Cuprina Holdings获独家技术许可权飙升254.70% Asset Entities因股东批准合并案暴涨101.75% [14] - Rubrik尽管季报超预期且上调财年展望仍下跌4.37% [15] 宏观经济数据与政策预期 - 投资者等待8月生产者价格指数(PPI)及周四消费者价格指数(CPI)数据发布 [1] - 10年期国债收益率报4.08% 2年期国债收益率报3.54% [2] - CME FedWatch工具显示市场预计9月17日美联储降息概率达100% [2] - 劳工统计局下调2024年4月至2025年3月非农就业数据91.1万个岗位 显示劳动力市场降温早于预期 [5] 机构观点与策略分析 - LPL Financial认为美股仍有上涨空间 历史数据显示市场从大幅抛售恢复后12个月内标普500平均涨幅达16.2% [9] - 当前牛市自2022年10月以来已上涨约81% 低于历史牛市平均累计涨幅168% 表明仍有上行空间 [10] - 人工智能驱动企业利润增长及美国经济避免衰退被视为潜在催化剂 [10] - 贝莱德投资研究所强调新兴市场机会 认为美元走弱、宏观环境稳定及AI等地缘政治碎片化是三大驱动因素 [11] - 建议采取精选国家及行业策略 墨西哥、越南受益于全球供应链重组 台湾和韩国是AI半导体建设主要参与者 [12] - 战略上超配新兴市场 战术上对整体新兴市场股票持中性态度 但超配美股 因AI主题提供短期盈利支撑 [13] 大宗商品与全球市场 - 原油期货在纽约早盘交易中上涨1.07%至每桶63.30美元 [16] - 黄金现货涨0.54%至每盎司3,645.78美元 美元指数微涨0.02%至97.8100水平 [16] - 亚洲市场普遍收高 欧洲市场早盘走高 [17]