Chewy (CHWY) Earnings: Q2 Fiscal 2026 Results and Next Report Date

The quarter ended August 2, 2026 and Chewy published the results on September 9, 2026. Revenue and diluted EPS are shown against Q2 fiscal 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Chewy reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted diluted (non-GAAP), which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Chewy's fiscal year ends on the Sunday closest to January 31. Q2 fiscal 2026 is the 13 weeks ended August 2, 2026; the year-ago quarter is the 13 weeks ended August 3, 2025.
• Chewy acquired SmartPak on February 2, 2026 and Modern Animal on May 21, 2026. Excluding their contributions, net sales grew 5.7% instead of 7.3%.
• GAAP net income includes $24.0 million of net legal settlement proceeds, which Chewy excludes from adjusted net income.

Source: Chewy Q2 fiscal 2026 results, September 9, 2026. Also in the Form 10-Q for the quarter ended August 2, 2026. Figures as reported; checked against the release on November 10, 2026.

How Chewy splits revenue in its own release, under its own labels, for Q2 fiscal 2026 against Q2 fiscal 2025. Indented lines are parts of the line above them.

• Chewy's Consumables revenue was $2.2 billion in Q2 fiscal 2026, up 4% from $2.1 billion in Q2 fiscal 2025, 67% of total revenue.
• Chewy's Hardgoods revenue was $396 million in Q2 fiscal 2026, up 14% from $346 million in Q2 fiscal 2025, 12% of total revenue.
• Chewy's Pet health and specialty products revenue was $579 million in Q2 fiscal 2026, up 14% from $508 million in Q2 fiscal 2025, 17% of total revenue.
• Chewy's Other revenue was $122 million in Q2 fiscal 2026, up 21% from $101 million in Q2 fiscal 2025, 4% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release.

Chewy's next report is expected around December 9, 2026, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q2 fiscal 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q2 fiscal 2026 (this page), reported Sep 9, 2026

Chewy reports a single segment and breaks net sales into four product categories. In Q2 fiscal 2026 consumables brought in $2,233.4 million of the $3,330.2 million total, up 3.9%. Pet health and specialty products grew 14.0% to $578.9 million, hardgoods 14.4% to $395.8 million and other 20.8% to $122.1 million. (Chewy Form 10-Q, Q2 fiscal 2026, Sep 9, 2026)

Net sales rose $226.0 million, or 7.3%, which CEO Sumit Singh said was at the high end of Chewy's guidance. Excluding SmartPak and Modern Animal, both acquired in fiscal 2026, growth was 5.7%. Chewy said the increase came mainly from growth in active customers, which rose 3.8% to 21.705 million, about 43 thousand of them from SmartPak. (Chewy Q2 fiscal 2026 release (Form 8-K, Exhibit 99.1), Sep 9, 2026; Chewy Form 10-Q, Q2 fiscal 2026, Sep 9, 2026)

Net sales per active customer rose $11 to $602, driven by growth in consumables, pet health and specialty products, and hardgoods. Autoship, Chewy's repeat-delivery subscription, produced $2,817.2 million of sales, up 9.3%, and rose to 84.6% of net sales from 83.0%. (Chewy Form 10-Q, Q2 fiscal 2026, Sep 9, 2026; Chewy Q2 fiscal 2026 release (Form 8-K, Exhibit 99.1), Sep 9, 2026)

The two acquisitions push Chewy further into pet healthcare. SmartPak, an equine health and nutrition seller, cost $175.0 million and closed on February 2, 2026. Modern Animal, a veterinary platform, cost $399.8 million and closed on May 21, 2026. Gross margin was 30.4%, unchanged from a year earlier. (Chewy Form 10-Q, Q2 fiscal 2026, Sep 9, 2026; Chewy Q2 fiscal 2026 release (Form 8-K, Exhibit 99.1), Sep 9, 2026)

Over fiscal 2025, Chewy's net sales were $12,601.5 million, of which consumables were $8,777.9 million. Chewy sells its own private brands, including Frisco in hardgoods and American Journey and Tylee's in consumables, and its 10-K says its fulfillment centers can ship overnight to over 80% of the U.S. population. (Chewy Form 10-K, fiscal 2025, Mar 25, 2026)

Chewy's GAAP diluted EPS was $0.20 in Q2 fiscal 2026 against $0.14, on net income of $80.5 million against $62.0 million. Adjusted diluted EPS was $0.36 against $0.33. The main add-back is share-based compensation expense and related taxes of $85.9 million, plus $6.4 million of transaction-related costs; Chewy subtracts $24.0 million of net legal settlement proceeds, which sat in other income in the GAAP figures. (Chewy Q2 fiscal 2026 release (Form 8-K, Exhibit 99.1), Sep 9, 2026; Chewy Form 10-Q, Q2 fiscal 2026, Sep 9, 2026)

Buybacks lowered the share count. Chewy repurchased 9,886,243 Class A shares for $199.9 million in the quarter and $400.0 million over the first 26 weeks, leaving $350.1 million of authorization. Diluted weighted average shares were 410.1 million against 428.4 million. (Chewy Form 10-Q, Q2 fiscal 2026, Sep 9, 2026; Chewy Q2 fiscal 2026 release (Form 8-K, Exhibit 99.1), Sep 9, 2026)

The income tax provision rose to $31.4 million from $12.0 million, mainly because of higher pre-tax income. Chewy said its effective rate was above the federal statutory rate because of state taxes and a shortfall from share-based compensation, partly offset by research and development credits. (Chewy Form 10-Q, Q2 fiscal 2026, Sep 9, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Chewy's Q2 fiscal 2026 release says the company raised its full-year revenue and profitability outlook, but the release filed with the SEC does not print the figures. Chewy discussed them on its September 9, 2026 earnings call and investor relations site. (Chewy Q2 fiscal 2026 release (Form 8-K, Exhibit 99.1), Sep 9, 2026)

A consensus figure is the average of the models published by the analysts who cover Chewy, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Chewy's own release and filings put weight on for Q2 fiscal 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning CHWY is on is CHWY a buy or a sell?, what analysts expect next is on the CHWY forecast, and what the company does is on the Chewy (CHWY) stock page.

Every number on this page can be traced to a document Chewy published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.