Chewy Inc - Class A

Chewy, Inc. is an online retailer focused on pet products, supplies, and prescriptions. The company operates as a direct-to-consumer e-commerce platform through its websites and mobile applications, offering approximately 190,000 products and services from roughly 4,000 third-party brands as well as its own private-label brands. Chewy's business model centers on recurring revenue through its Autoship subscription program, which accounts for approximately 85% of net sales and drives high customer retention and repeat purchasing. The company has expanded into pet healthcare services, including pharmacy fulfillment and veterinary clinics through its acquisition of Modern Animal, and equine supplements via its SmartPak acquisition. Chewy serves over 21 million active customers and emphasizes a high-touch, customer-centric service model to differentiate from competitors in the pet industry e-commerce space. Updated Oct 1, 2026