Chewy (CHWY): FY24 Q4 earnings call, Mar 26, 2025

Wed, Mar 26Earnings callSpeaker-labelled transcriptChewy

No Kalshi or Polymarket word markets were listed for Chewy’s Mar 26, 2025 earnings call (FY24 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

48 matches for “Customer”; 5 quoted, at least 25 words apart.

Sumit Singhcompanyprepared

…year-over-year growth. Fourth quarter net sales performance was underpinned by strong active customer growth, a modest return to growth for our hard goods merchandise and…

Sumit Singhcompanyprepared

…providing predictable subscription like recurring revenue streams to Chewy. Growth in Autoship customer sales meaningfully outpaced overall top line growth, increasing by 21% in the…

Sumit Singhcompanyprepared

…the previous quarter. We ended fiscal year 2024 with 20.5 million active customers, marking our first year-over-year growth in eight quarters. Our efforts to expand…

Sumit Singhcompanyprepared

…believe that we have reached an inflection point with respect to active customer growth and expect to deliver active customer growth in 2025. Regarding profitability,…

Sumit Singhcompanyprepared

…in both utilization and overall ecosystem benefits, serving as both a strong customer acquisition channel and an engagement flywheel. As a result, both new and…

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