Chewy sales grew in its fiscal Q4 and full-year 2025, as it embeds artificial intelligence (AI) into more of its business.
The pet-care retailer said it ended 2025 with 21.3 million active customers, a 4% year-over-year increase.
CEO Sumit Singh said Chewy expects “a secular shift towards ecommerce penetration to continue as consumers increasingly prioritize convenience, transparency and auto replenishment.” He called those preferences “structural advantages” that both persist across economic environments and benefit scaled digital platforms.
More than 80% of Chewy net sales use Autoship, its automatic replenishment offering, Singh said. Chewy also opened 10 vet care locations in 2025, bringing its total to 18 practices across five states. Singh said beginning in April and throughout 2026, Chewy will expand its presence in the consumables space for cats and dogs. In doing so, Chewy will also consolidate existing brands, he said.
Newly appointed chief financial officer Chris Deppe gave brief commentary about the impact of fuel tied to the U.S. and Israel’s war with Iran.
“In the near term, we’re relatively well insulated given the scale of our Autoship business and the strength of our relationships with key partners,” Deppe told investors. “Our guidance for both Q1 and the full year stands and is what we expect.”
Chewy is No. 9 in the Top 2000 Database. The database tracks North America’s largest online retailers, ranking them by annual ecommerce sales and more. Digital Commerce 360 categorizes Chewy as a Specialty retailer.
Chewy sales in Q4 2025
In its fiscal Q4 2025, Chewy sales reached $3.26 billion. That’s up 0.5% year over year from about $3.25 billion.
Meanwhile, for its full-year 2025, Chewy sales reached $12.60 billion, or 6.2% year-over-year growth from $11.86 billion in 2024.
Chewy sales from Autoship accounted for $2.7 billion of that total in Q4 and $10.5 billion in 2025. For Q4, Autoship represented 84% of total net sales; for 2025, it was 83.3%.
Autoship customer sales growth outpaced overall growth, increasing about 13% in Q4 and 14% in 2025 overall.
Its net income grew to $39.2 million in Q4 2025, up from $22.8 billion during that period in 2024. For 2025 as a whole, Chewy net income was $222.8 million, down from $392.7 billion in 2024.
How Chewy is using AI while “closely following” agentic commerce
Over the past several quarters, Singh said, Chewy has “focused on building the foundation required to deploy AI at scale.” Now, Chewy has what Singh called a “unified enterprise data platform and central AI tooling in place.”
As a result, it is embedding AI across key layers of the business, he said. Singh specified that Chewy plans to embed AI into its purchase experience, service and operations, and its supply chain and fulfillment network.
“Within the purchase experience, we are progressing quickly to apply AI across our platforms to improve search relevance, product discoverability and personalization,” Singh said. “Externally, we are closely following the emergence of agentic commerce models and view it as a future incremental demand and distribution channel for Chewy.”
Singh said Chewy is internally developing applications for AI customer service agents that would allow them to “extract information and deliver coherent consistent level of service with a reduced amount of effort.”
Broadly, he said, Chewy views the “right strategy” as being present wherever its consumers are, including agentic commerce interfaces.
“Those platforms, in our opinion, can expand discovery and put Chewy in front of a much larger pool of high-intent users,” Singh said.
Percentage changes may not align exactly with dollar figures due to rounding. Check back for more earnings reports. Here’s our last update on Chewy sales.
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