Chewy

Q2 FY2027 EarningsQ2 FY2026 beat consensus across all key metrics: revenue of $3.33B was at the high end of guidance, while gross margin reached 30.4% vs. 30.0% expected. Adjusted EBITDA margin of 6.8% significantly outperformed the ~6.1% implied by consensus. Strong customer growth and recurring revenue (84.6% Autoship) drove a Diluted GAAP EPS beat of $0.20 vs. $0.18 expected, prompting management to raise full-year revenue and profitability guidance.