Chewy (CHWY): FY25 Q2 earnings call, Sep 10, 2025
No Kalshi or Polymarket word markets were listed for Chewy’s Sep 10, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
12 matches for “Leverage”; 5 quoted, at least 25 words apart.
…results in high gross profit per unit at scale, supporting both broad leverage across our operational infrastructure and our aspiration of becoming a leading profitable…
…temporary in nature, and we continue to expect to deliver modest SG&A leverage in fiscal year 2025. Second quarter advertising and marketing expense was $200.6…
…the FC changes versus the hard good processing costs. And because of that, how should we think about the leverage path into the back half?
…expansion to come from gross margin and 40% to come from OpEx leverage. So we do expect to deliver SG&A leverage in 2025. And by…
…100 basis points or 50% of that target. The majority of that leverage has come from us ramping 4 fulfillment sites, which are automated 2G…
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