Chewy Inc (NYSE: CHWY) is an e-commerce company that sells pet food, supplies, medications, and health services through its websites and mobile applications. Revenue comes primarily from direct product sales and a subscription-based Autoship program that delivers recurring orders of consumables and other pet products. Chewy carries approximately 4,000 brands and 190,000 products and service offerings as of the FY2025 10-K filed March 25, 2026. The company operates Chewy Pharmacy, which it describes as the number-one pet pharmacy in America, and offers telehealth through its "Connect with a Vet" service. Private brands include Frisco, American Journey, Tylee's, Vibeful, and the 2025-launched Get Real. Fulfillment costs, merchant processing fees, and customer service operations are the primary cost drivers. In May 2024, the board authorized a $500 million share repurchase program with no expiration date.
- Revenue model
- Product sales through Chewy's websites and mobile applications, with recurring revenue from the Autoship subscription program that provides complimentary telehealth access. Additional revenue comes from Chewy Pharmacy prescription and compounding medication sales and pet health services including veterinary clinics.
- Products and services
- Pet food, treats, and consumables; hardgoods and supplies; over-the-counter and veterinarian-diet products; prescription medications through Chewy Pharmacy including compounding medications; telehealth via Connect with a Vet; PracticeHub e-commerce tools for veterinary practices. Private brands: Frisco (hardgoods), American Journey (consumables), Tylee's (consumables), Vibeful (pet wellness supplements), Get Real (fresh dog food, launched 2025).
- Customers and end markets
- Pet owners (described as pet parents) purchasing online for companion animals. Veterinarians served through PracticeHub and Chewy Pharmacy partnerships. End market is the U.S. pet care industry spanning food, supplies, and healthcare.
- Value-chain role
- Direct-to-consumer online retailer and pharmacy operator. Chewy warehouses and fulfills orders from fulfillment centers, operates customer service centers and veterinary clinics, and partners with third-party cloud infrastructure (Amazon Web Services) for data and platform operations.
Source: SEC 10-K, filed 2026-03-25
Industry:
Retail-Catalog & Mail-Order Houses
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