Chewy (CHWY): FY25 Q2 earnings call, Sep 10, 2025
No Kalshi or Polymarket word markets were listed for Chewy’s Sep 10, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).
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62 matches for “Customer”; 5 quoted, at least 25 words apart.
…as consumables and health anchored Q2 net sales performance. Second quarter Autoship customer sales of $2.58 billion represented 83% of our Q2 net sales, reaching…
…more on our progress with this program in a moment. Moving to customers. We ended the second quarter with 20.9 million active customers, reflecting 4.5%…
…the comparable Q2 2024 cohort. For total Chewy, we continue to expand customer share of wallet in the quarter with NSPAC reaching $591, representing 4.6%…
…generation and driving broader ecosystem benefits. We are consistently observing that CVC customers drive both the highest and fastest netback curves for Chewy. Additionally, we…
…are observing strong incrementality in spend, NSPAC and positive contribution profit per customer across Chewy+ customers compared to nonmembers. Furthermore, other key leading indicators of…
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