Chewy’s Customer Loyalty Strategy Positions It as a Long-Term Retail Winner
Chewy (CHWY -0.89%) is pivoting from hypergrowth to sustainable profitability, leveraging its autoship program and Chewy+ membership to lock in recurring revenue. The pet retailer's fiscal Q2 2025 results show 8.6% sales growth to $3.1 billion, with 83% of revenue coming from predictable autoship orders—a 15% annual increase.
With 21 million active customers spending $591 annually, Chewy demonstrates recession-resistant qualities as pet owners prioritize animal care. While no longer a high-growth play, the company's focus on market share and loyalty transforms it into a defensive consumer staple with institutional appeal.