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Chewy CHWY Business Segments — Fulfillment costs

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Other financials

Income statement

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Revenue$3.4B+7.7%
Gross profit$1.0B+9.5%
Operating income$128.5M+67.1%
Net income$94.8M+51.9%
EPS (diluted)$0.23+53.3%

Balance sheet

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Cash & equivalents$485.2M-21.3%
Total debt$523.4M-2.2%
Total equity$424.2M+12.9%
Total assets$3.3B+8.0%

Cash flow

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Operating cash flow$108.5M+25.6%
CapEx$37.7M0.0%
Free cash flow$70.8M+45.4%

Valuation

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Market cap$9.84B-31.4%
Enterprise value$9.88B-30.7%
P/E38.6×+1.6×
P/S0.8×-0.4×

Profitability

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Gross margin29.9%+0.7pp
Operating margin2.4%+1.3pp
Net margin2%-1.2pp
FCF margin4.6%+0.8pp

Returns & leverage

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Return on equity63.8%-12.4pp
Debt / equity1.2×-0.2×
Current ratio0.8×0.0×

Where this comes from

Reported directly by Chewy in its filing.

Tagged under the XBRL concept chwy:FulfillmentExpense.

The source filing: Chewy’s 10-Q, filed June 10, 2026.

Filed
Jun 10, 2026, 7:30 AM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-042060
Line item13 Weeks Ended / May 3, 202613 Weeks Ended / May 4, 2025
Net sales$3,357.2$3,116.0
Cost of goods sold2,345.82,192.2
Gross profit1,011.4923.8
Fulfillment costs357.9346.4
Share-based compensation expense and related taxes73.478.0
Depreciation and amortization37.030.0
Other selling, general, and administrative expenses208.5198.7
Advertising and marketing expenses206.1193.8

Item 1. Financial Statements (Unaudited)

FAQ

What is Chewy's business segments — fulfillment costs?
Chewy (CHWY) reported business segments — fulfillment costs of $357.9M in Q1 2026.
How has Chewy's business segments — fulfillment costs changed year-over-year?
Chewy's business segments — fulfillment costs increased by 3.3% year-over-year, from $346.4M to $357.9M.
What is the long-term trend for Chewy's business segments — fulfillment costs?
Over 3 years (2022 to 2025), Chewy's business segments — fulfillment costs has grown at a 5.3% compound annual growth rate (CAGR), from $1.21B to $1.41B.
What does business segments — fulfillment costs mean?
Encompasses the expenses related to warehousing, picking, packing, and shipping products to customers. For an e-commerce retailer, this is a critical operational expense that directly impacts the ability to scale profitably.

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