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Chewy vs Dingdong (Cayman): revenue, profit, margins and growth compared

Chewy brought in $12.6B of revenue in fiscal 2025, Dingdong (Cayman) $3.5B in fiscal 2025. Revenue changed by +6.2% at Chewy and +10.2% at Dingdong (Cayman) on the year before, so Dingdong (Cayman) grew faster. Chewy kept 1.8% of its revenue as net profit, Dingdong (Cayman) 1.0%. Free cash flow was $562.4M at Chewy and $51.2M at Dingdong (Cayman).

Side by side, latest fiscal year

CHWYDDL
Fiscal year endedFY2025 (February 1, 2026)FY2025 (December 31, 2025)
Revenue$12.6B$3.5B
Revenue growth+6.2%+10.2%
Net income$222.8M$33.1M
Net margin1.8%1.0%
Free cash flow$562.4M$51.2M
Free cash flow margin4.5%1.5%
Earnings per share (diluted)$0.52n/a
Cash$860.1M$158.3M
Debt$0n/a
Price to earnings35.1n/a
Market value$7.5B$524.4M
Dividend yieldn/an/a
Rank by revenue in sector#102 of 778 · Consumer discretionary#265 of 778 · Consumer discretionary

Over the years

Revenue
CHWY FY2019: $3.5BCHWY FY2019: $4.8BCHWY FY2020: $7.1BCHWY FY2021: $9BCHWY FY2022: $10.1BCHWY FY2023: $11.1BCHWY FY2024: $11.9BCHWY FY2025: $12.6BDDL FY2021: $3.2BDDL FY2022: $3.5BDDL FY2023: $2.8BDDL FY2024: $3.2BDDL FY2025: $3.5BFY19FY20FY21FY22FY23FY24FY25
CHWY $12.6BDDL $3.5B
Net income
CHWY FY2019: -$267.9MCHWY FY2019: -$252.4MCHWY FY2020: -$92.5MCHWY FY2021: -$75.2MCHWY FY2022: $49.9MCHWY FY2023: $39.6MCHWY FY2024: $392.7MCHWY FY2025: $222.8MDDL FY2021: -$1BDDL FY2022: -$117MDDL FY2023: -$12.9MDDL FY2024: $41.7MDDL FY2025: $33.1MFY19FY20FY21FY22FY23FY24FY25
CHWY $222.8MDDL $33.1M
Net margin
CHWY FY2019: -7.6%CHWY FY2019: -5.2%CHWY FY2020: -1.3%CHWY FY2021: -0.8%CHWY FY2022: 0.5%CHWY FY2023: 0.4%CHWY FY2024: 3.3%CHWY FY2025: 1.8%DDL FY2021: -32.0%DDL FY2022: -3.3%DDL FY2023: -0.5%DDL FY2024: 1.3%DDL FY2025: 1.0%FY19FY20FY21FY22FY23FY24FY25
CHWY 1.8%DDL 1.0%
Revenue growth
CHWY FY2019: +37.2%CHWY FY2020: +47.4%CHWY FY2021: +25.5%CHWY FY2022: +12.8%CHWY FY2023: +10.2%CHWY FY2024: +6.4%CHWY FY2025: +6.2%DDL FY2022: +11.2%DDL FY2023: -19.9%DDL FY2024: +12.3%DDL FY2025: +10.2%FY19FY20FY21FY22FY23FY24FY25
CHWY +6.2%DDL +10.2%
Free cash flow
CHWY FY2019: -$57.6MCHWY FY2019: -$2.1MCHWY FY2020: $2MCHWY FY2021: $8.6MCHWY FY2022: $119.5MCHWY FY2023: $342.9MCHWY FY2024: $452.5MCHWY FY2025: $562.4MDDL FY2021: -$960.1MDDL FY2022: -$5.7MDDL FY2023: -$44.8MDDL FY2024: $113.8MDDL FY2025: $51.2MFY19FY20FY21FY22FY23FY24FY25
CHWY $562.4MDDL $51.2M

Fiscal years as each company reports them; the two may end in different months.

Questions about Chewy and Dingdong (Cayman)

Which is bigger by revenue, Chewy or Dingdong (Cayman)?

Chewy is bigger by revenue: $12.6B in fiscal 2025, against $3.5B for Dingdong (Cayman) in fiscal 2025.

Which keeps more of its revenue as profit, Chewy or Dingdong (Cayman)?

Chewy had a net margin of 1.8% in fiscal 2025; Dingdong (Cayman) had 1.0% in fiscal 2025.

Which grew revenue faster, Chewy or Dingdong (Cayman)?

In their latest fiscal years revenue changed by +6.2% at Chewy and +10.2% at Dingdong (Cayman).

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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