Industry Revenues:

• Pet Supplies: approx. 70%
• Pet Food: approx. 25%
• Services (e.g. telemedicine for pets): approx. 5%

TOP 3 Markets:

• USA: approx. 85%
• Canada: approx. 10%
• United Kingdom: approx. 5%

Chewy, Inc. generates the majority of its revenues from the sale of pet supplies and pet food. The US market dominates with a share of around 85% of total revenue. Canada and the United Kingdom follow with significantly lower shares. The company has successfully established itself as a leading provider in online retail for pet products and benefits from the growing demand for high-quality pet food and care products.

Production Sites: No own production facilities

Chewy, Inc. (NYSE:CHWY) is primarily an online retailer for pet supplies and does not produce most of its products itself. Instead, Chewy sources its products from a variety of third-party vendors and manufacturers. The company focuses on distribution and logistics to deliver a wide range of pet products to its customers.

Chewy operates several distribution centers in the USA to ensure efficient and fast delivery. The exact number and locations of these centers may change over time to meet demand.

Revenue Growth: 13.5% (estimated 2024)
Market Share in Online Pet Supplies: 40% (estimated 2024)

Chewy, Inc. pursues a growth strategy that strongly focuses on expanding its product offering and improving customer experience. The company plans to further expand its range of products in the area of pet health and care to meet the growing market demands.

Another focus is on improving supply chain efficiency and logistics to ensure faster delivery times and higher customer satisfaction. Chewy is also investing in technology and data analysis to provide personalized shopping experiences and strengthen customer loyalty.

Additionally, the company is relying on strategic partnerships and acquisitions to solidify its market position and unlock new growth opportunities. These measures are intended to further increase revenue in the coming years and maintain market leadership in online pet supplies.

Main raw materials: Pet food, toys, accessories

Countries of origin: USA, Canada, China, Mexico

Chewy, Inc. sources a variety of products intended for sale on their platform. The main raw materials include pet food, toys, and accessories. A large portion of the pet food is produced in the USA and Canada to ensure high quality standards.

Accessories and toys are often imported from China due to lower production costs there. Mexico is also an important partner, especially for certain accessory parts and products imported from there to diversify the supply chain and optimize costs.

Chewy places great emphasis on the quality and safety of products, which is why they work closely with their suppliers to ensure compliance with standards.

Market Share: 45% in online pet supplies retail (2024)

Customer Satisfaction: 4.8 out of 5 stars (2024)

Chewy, Inc. has a significant competitive advantage in online pet supplies retail, reflected in a market share of 45%. This advantage stems from strong customer loyalty, supported by excellent customer service and a wide range of products.

The company has made a name for itself through its user-friendly platform and fast delivery times. Additionally, Chewy continuously invests in technologies and logistics to further enhance the customer experience.

Another advantage is the high customer satisfaction, rated at 4.8 out of 5 stars. This indicates that customers are very satisfied with Chewy's service and products, increasing the likelihood of repeat purchases and strengthening customer loyalty.

Institutional Investor Share: 85% (2025, estimate based on historical trends)

Insider Buys/Sells: No significant transactions known (2025, estimate)

The institutional investor share at Chewy, Inc. has traditionally been high, indicating the trust of large investment firms in the company's business model. These investors appreciate the growth opportunities in the e-commerce sector for pet supplies.

Regarding insider buys or sells, there were no significant transactions in 2025 that could indicate a change in management's confidence in the company's future development. This suggests a stable assessment by the company's leadership.

Market share of Chewy, Inc.: 20% (estimated for 2025)

Top competitors and their market share:

1. Amazon (AMZN): 30%
2. Walmart (WMT): 25%
3. Petco (WOOF): 15%
4. PetSmart: 10%
5. Target (TGT): 5%
6. Other smaller providers: 5%

Chewy, Inc. has secured a significant market share of around 20% in the online pet supplies industry. This is mainly attributed to their strong customer loyalty, excellent customer service, and wide range of products. The direct focus on pet supplies and personalized customer approach are essential components of their moat.

Compared to competitors like Amazon and Walmart, which have larger resources and a broader product range, Chewy has a specialized approach that helps them establish themselves in a specific market segment. However, Amazon and Walmart have the advantage of a more extensive logistics network and a broader customer base, giving them a stronger moat in terms of economies of scale and pricing.

Petco and PetSmart are also strong competitors with physical presence and established brands. Nevertheless, Chewy has a competitive advantage through its online strategy and focus on customer satisfaction, helping them thrive in this competitive market.

In summary, Chewy possesses a significant moat through specialization and customer service, while larger companies like Amazon and Walmart have a broader but less specialized moat due to their extensive resources and networks.

Revenue Growth: 13% (2024) Net Income: $50 million profit (2024) Market Share in Online Pet Supplies: 40% (2024)

Chewy, Inc. achieved a revenue growth of 13% in 2024, attributed to strong customer demand and an effective e-commerce strategy. The company managed to generate a profit of $50 million, marking a positive development compared to previous years of losses.

With a 40% market share in online pet supplies, Chewy remains a dominant player in the industry. The continuous expansion of product offerings and improvement in supply chain efficiency contribute to its competitiveness.

Future investment decisions should consider the company's innovation capabilities, its ability to acquire and retain customers, and expansion into new markets. Analysts see potential for further growth, especially through tapping into international markets and introducing new services.

Dividend: No payout (as of 2023)

Chewy, Inc. currently does not pay a dividend to its shareholders. The company has focused in the past on reinvesting its profits into the growth and expansion of its business.

As Chewy operates in a highly competitive industry, it prioritizes investments in customer acquisition, technology, and logistics to strengthen its market position. As long as the company maintains this course, it is unlikely that a dividend will be distributed in the near future.