Chewy (CHWY): FY25 Q1 earnings call, Jun 11, 2025

Wed, Jun 11Earnings callSpeaker-labelled transcriptChewy

No Kalshi or Polymarket word markets were listed for Chewy’s Jun 11, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

5 matches for “Health”; 5 quoted, at least 25 words apart.

Sumit Singhcompanyprepared

…variety of Chewy's offerings and our favorable mix of core consumables and health and wellness categories. Also notable this quarter was the 12.3% year-over-year growth…

Sumit Singhcompanyprepared

…to fund our strategic growth initiative through the P&L. Key verticals like health, sponsored ads, and private brands remain early in their life cycles, and…

Sumit Singhcompanyqa

…This mirrors the increasing mix towards repeatable categories, such as consumables and health—which constitute around 85% of revenue. These inputs show improved reorder rates, reinforcing…

Sumit Singhcompanyqa

Encouragingly, envisioning future CVCs alongside comprehensive offerings in pet health and beyond—telehealth, insurance, and data management enhances overall value contingently and broadens TAM…

David Reedercompanyqa

…inflation is minimal, whereas premiumization persists through customer preferences for holistic pet health products. Despite tariff implications, hard goods remain largely unaffected at present…

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