How did Chewy's consumables segment perform in Q3 2025?

Chewy's consumables segment showed strong performance in Q3 2025, contributing significantly to the company's overall growth.

1. Revenue Growth: The consumables segment grew by 2.9% year-over-year to $2.04 billion. This growth reflects increased customer demand for regular pet supplies, which are essential items with consistent purchasing patterns.
2. Market Penetration: Chewy's focus on expanding its product assortment and customer engagement initiatives, such as the Autoship program, has likely contributed to the growth in the consumables segment. The Autoship program, which enables customers to receive regular deliveries of pet supplies, saw a 21% increase in sales during Q4, indicating strong customer loyalty and recurring revenue streams.
3. Customer Dynamics: The segment's performance is also highlighted by the growth in active customers. Chewy ended fiscal year 2024 with 20.5 million active customers, marking the first year-over-year growth in eight quarters. This resurgence in customer growth is a testament to the effectiveness of Chewy's strategies in attracting and retaining customers, which in turn supports the continued growth of the consumables segment.

Overall, Chewy's consumables segment demonstrated robust performance in Q3 2025, driven by strategic initiatives and strong customer demand for essential pet supplies.