Chewy (CHWY): FY25 Q3 earnings call, Dec 10, 2025
On its Dec 10, 2025 earnings call (FY25 Q3), Chewy said 6 of the 12 words Kalshi and Polymarket listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 6 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| App | Yes | 17 | 17 | ✓ | 89%transcripts from the transcript model | – |
| SmartEquine | Yes | 4 | 4 | ✓ | 16%transcripts from the transcript model | – |
| Automation | Yes | 2 | 2 | ✓ | 74%transcripts from the transcript model | – |
| Inflation / Inflationary | Yes | 2 | 2 | ✓ | 73%transcripts from the transcript model | – |
| Pharmacy | Yes | 1 | 1 | ✓ | 82%transcripts from the transcript model | – |
| Holiday | Yes | 1 | 1 | ✓ | 65%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 69%transcripts from the transcript model | – |
| Humanization | No | 0 | 0 | ✓ | 45%transcripts from the transcript model | – |
| Supplement | No | 0 | 0 | ✓ | 45%transcripts from the transcript model | – |
| Insurance | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| Brussels Sprout | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| International / Internationally | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
17 matches for “App”; 5 quoted, at least 25 words apart.
…customers, driving stronger conversion and improving LTV to CAC ratios. Enhanced mobile app functionality is lifting direct traffic with app customers and app orders up…
…outperform our expectations, driving higher order frequency, broader category engagement, higher mobile app adoption and stronger auto ship participation. After launching at an introductory price…
…increase direct share of traffic and grow our business inside the mobile app. And to be clear, we grew at approximately twice the market rate,…
…to then imagine all of these built onto a closed-loop, highly personalized app mobile app. And so as you envision that these are separate programs…
…for it and the customer is better off for it. The mobile app, obviously, is a closed-loop system that pushes more and more direct traffic,…
Where the listed words were said
…side, we're benefiting from higher direct traffic, increasing engagement in the mobile app and improved conversion across our platforms, both app and web. To give…
…Chewy's health offerings, on October 30, we announced the acquisition of [ Smart Equine ] a leading [ Equine ] Health brand with strong loyalty…
…stage Chewy+ incentives are all temporary by design. Our structural investments include automation and health services. And all investments have clear ROI thresholds and measurable…
…has remained rational and stable, with no material benefit or detriment from inflation or deflation in recent quarters, right? And as I alluded, we're maintaining…
…levels of business. As you can see from the growth of our pharmacy business, and our multiyear steadily rising NASDAQ. Q3 shows the result. We…
…marketing efficiency we talked about in the call continued through this important holiday event. So your observation is spot on. Net sales in Engage sessions…
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