CHWY kept 2.82% of Q1 FY2026 revenue as profit. Revenue +2.83% on Q4 FY2025, +7.74% on Q1 FY2025.
Revenue
$3.4B▲ +2.83% q/q
Gross profit
$1.0B▲ +5.39% q/q
30.13% margin
Cost of revenue
$2.3B▲ +1.77% q/q
Operating income
$129M▲ +202.35% q/q
3.83% margin
Operating expenses
$883M▼ −3.74% q/q
SG&A $677M
Marketing $206M
Pre-tax income
$131M▲ +211.88% q/q
Net income
$95M▲ +141.84% q/q
2.82% margin
Tax
$37M▲ +1158.62% q/q
Other income
$3M▲ +800.00% q/q
Revenue$3.4B
Gross profit$1.0B30.13%
Operating income$129M3.83%
Pre-tax income$131M
Net income$95M2.82%
Cost of revenue
$2.3B · 69.87%
Operating expenses
$883M · 26.30%
Tax
$37M · 1.09%
Other income joins
$3M · 0.08%
Standardized lines from CHWY’s own filing for the quarter ended May 3 '26. Ribbon thickness is the dollar amount.
Event sensitivity
release-day history · not a forecast
PPIproducer prices1.5×up 4 of 9±3.4% vs ±2.4% · 9
PCEpersonal income & outlays1.0×up 10 of 18±2.3% vs ±2.4% · 18
FOMCrate decision1.0×up 12 of 24±2.3% vs ±2.4% · 24
CPROFcorporate profits0.9×up 6 of 11±2.2% vs ±2.4% · 11
GDPgross domestic product0.9×up 11 of 18±2.1% vs ±2.4% · 18
NFPjobs report0.8×up 4 of 9±1.9% vs ±2.4% · 9
CPIconsumer prices0.5×up 3 of 9±1.3% vs ±2.4% · 9
How CHWY has moved on past release days against its ordinary ±2.4% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.
Positioning
9 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
Show nearer expiries· 5›
26,553
▲ 7%
Sep 18
2d
▲ 3%
52,655
1,383
▲ 84%
Sep 25
9d
▲ 15%
1,314
1,634
▲ 24%
Oct 2
16d
▲ 25%
1,092
68
▲ 48%
Oct 9
23d
▲ 5%
801
13,146
▲ 2%
Oct 16
30d
▲ 4%
8,207
2
first
Oct 23
37d
first
0
4,037
first
Nov 20
65d
first
7,335
report · Dec 8
15,564
▲ 10%
Dec 18
93d
▲ 24%
putscalls
12,105
20,470
▲ 2%
Jan 15
121d
▲ 2%
35,611
Earnings history
implied in pale · realized in full ink
1/1reports moved further than the options market had pricedtypically ±10.8% realized vs ±2.2% priced