Chewy CEO Highlights “Emotive” Pet Strategy as Company Tops Earnings Expectations

Chewy CEO Sumit Singh appeared on CNBC following the company’s latest quarterly report to share key strategic priorities for the online pet-care giant. Singh emphasized that the pet category is “super emotive” — and that Chewy’s mission is to merge the emotional connection people have with their pets with an e-commerce experience that feels as personal as a neighborhood pet store.

Despite a slightly weaker-than-expected outlook for the current quarter, Chewy delivered a solid beat on both earnings and revenue. Management highlighted two major growth engines: its expanding veterinary services division and its growing membership program, both of which strengthen customer stickiness and recurring revenue.

Chewy’s stock initially jumped about 7% at the open but ended the day up a more modest 1.52% after choppy trading.

Singh reiterated that Chewy is adding market share across the industry and does not require additional investment to keep increasing top-line growth — a point that may help ease investor concerns about margins and spending. He also revealed that Chewy plans to scale its brick-and-mortar presence by expanding its network of vet-care clinics. The company already operates locations in Texas, Arizona, Colorado, Florida, and Georgia, and intends to “densify” its footprint throughout next year.

On consumer behavior, Singh noted that customers remain resilient in essential spending categories. “Consumers continue to spend on consumables and health,” he told CNBC. While discretionary spending is still cautious across the sector, Chewy managed to grow its discretionary category by a strong 18% year over year.

With rising engagement, expanding services, and a strategy centered on emotional loyalty, Chewy appears positioned to build on its momentum — even as the broader retail landscape remains uneven.