Chewy 2026年季度报告

(Mark One)☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 CHEWY, INC. Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submitsuch files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, oran emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growthcompany” in Rule 12b-2 of the Exchange Act: Accelerated filer☐Smaller reporting company☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ TABLE OF CONTENTS PART I. FINANCIAL INFORMATION Item 1.Financial Statements (Unaudited)3Condensed Consolidated Balance Sheets as of May 3, 2026and February 1, 20263Condensed Consolidated Statements of Operations and Comprehensive Income for the Thirteen Weeks EndedMay3, 2026 andMay 4, 20254Condensed Consolidated Statements of Stockholders’ Equity for the Thirteen Weeks EndedMay 3, 2026 andMay 4, 20255Condensed Consolidated Statements of Cash Flows for the Thirteen Weeks EndedMay3, 2026 andMay 4, 20256Notes to Condensed Consolidated Financial Statements7 PART I. FINANCIAL INFORMATION CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q for the quarterly period ended May3, 2026 contains forward-looking statements about us andour industry that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in thisQuarterly Report on Form 10-Q, including statements regarding our share repurchase program, our future results of operations orfinancial condition, business strategy and plans and objectives of management for future operations, are forward-looking statements.Insome cases,you can identify forward-looking statements because they contain words such as“anticipate,”“believe,” Although we believe that the forward-looking statements contained in this Quarterly Report on Form 10-Q are based on reasonableassumptions, you should be aware that many factors could cause actual results to differ materially from those in such forward-looking • sustain our recent growth rates and successfully manage challenges to our future growth, including introducing new productsor services, improving existing products and services, and expanding into new jurisdictions and offerings;• successfully respond to business disruptions;• successfully manage risks related to the macroeconomic environment, including any adverse impacts on our businessoperations, financial performance, supply chain, workforce, facilities, customer services and operations;• acquire and retain new customers in a cost-effective manner and increase our net sales, improve margins and maintainprofitability;• manage our growth effectively;• maintain positive perceptions of the Company and preserve, grow and leverage the value of our reputation and our brand;• limit operating losses as we continue to expand our business;• forecast net sales and appropriately plan our expenses in the future;• estimate our market share;• strengthen our current supplier relationships, retain key suppliers and source additional suppliers;• negotiate acceptable pricing and other terms with third-party service providers, suppliers and outsourcing partners andmaintain our relationships with such parties;• mitigate changes in, or disruptions to, our shipping arrangements and operations;• optimize, operate and manage the expansion of the capacity of our fulfillment centers;• provide our customers with a cost-effective platform that is able to respond and adapt to rapid changes in technology;• limit our losses related to online payment methods;• maintain and scale our technology, the reliability of our websites, mobile applications, and network infrastructure, includingthrough the use of artificial intelligence; You should not rely on forward-looking statements as predictions of future events, and you should understand that these statements arenot guarantees of performance or results, and our actual results could differ materially from those expressed in the forward-lookingstatements due to a variety of factors. We have based the forward-looking statements contained in this Quarterly Report on Form 10-Qprimarily on our current assumptions, expectations and projections about future events and trends that we believe may affect ourbusiness, financial condition, and results of operations. The outcome of the events described in th