Chewy reached $3.36 billion in quarterly sales in fiscal Q1 2026 and credited artificial intelligence for contributing across the company (Digital Commerce 360 - AI). CEO Sumit Singh told analysts that Chewy expects AI-driven efficiencies to contribute a low tens of millions of dollars benefit in fiscal 2026, with a more meaningful ramp expected into 2027 and beyond (Digital Commerce 360 - AI). Singh noted that Chewy was embedding AI across customer service, pharmacy operations, fulfillment, and marketing workflows, representing foundational infrastructure to deploy AI broadly across the enterprise (Digital Commerce 360 - AI).
In Chewy's veterinary clinics, AI agents automatically schedule appointments and print triage reports, monitor conversations during customer interactions to create medical scriptions, and generate post-appointment follow-up notes—freeing up as much as two hours per day per veterinarian (Digital Commerce 360 - AI). This technology-enabled approach has delivered industry-leading productivity metrics and improved vet retention and employee satisfaction, affording Chewy a structural advantage in a market where veterinarians are in short supply (Digital Commerce 360 - AI). Pet health represents a $54 billion total addressable market for Chewy, with approximately 40% of Chewy Vet Care customers being new to Chewy and reaching approximately $900 in year-one net sales per active customer (Digital Commerce 360 - AI).
Chewy is also building agentic AI interfaces for commerce and investing in SEO optimization for agentic platforms, positioning itself to benefit from the 300 million monthly active users on Google's Gemini when they engage with pet-category content (Digital Commerce 360 - AI). For commerce practitioners, Chewy's multi-layered AI deployment—from operational automation in clinics to agentic commerce interfaces—demonstrates how specialized retailers can leverage AI both for immediate efficiency gains and long-term competitive positioning in emerging AI-driven discovery channels.