Chewy's Autoship program generated customer sales of approximately $2.83 billion in the first quarter of fiscal 2026, a more than 10% year-over-year increase that accounted for 84.4% of total net sales. Autoship growth outpaced overall company growth, reinforcing the durability and predictability of the recurring revenue model. Net sales per active customer rose 4.6% to $597, while management highlighted plans to enhance the Autoship platform and digital marketing to accelerate product line attachment rates and customer acquisition. Chewy continues to gain market share, with Autoship adoption and resilient customer spending positioning the program as a key long-term growth driver.
Chewy IncAutoship sales grew 10%+ YoY to $2.83B, driving customer growth and market share gains
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