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.
18 matches for “Health”; 5 quoted, at least 25 words apart.
…provide an update on some of Chewy's ongoing initiatives, starting with Chewy's health offerings. Chewy Vet Care or CVC, continues to exceed expectations, driving strong…
…to 10 locations this fiscal year. Staying on the topic of Chewy's health offerings, on October 30, we announced the acquisition of [ Smart Equine…
…over Chewy's network and scale, we see significant opportunity to enhance our health and wellness mix and expand both net sales within this category as…
…attracting high-quality customers and are quickly converting them into Autoship, Chewy+ and health programs, which deepens loyalty and increases lifetime value. These efficiencies reflect more…
…a structural basis, supported by sponsored ads, category mix and a growing health ecosystem. SG&A leverage is returning as automated facilities scale and as we…
Where the listed words were said
…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…
…$2.7 million of onetime transaction costs primarily related to the pending [ Smart Equine ] acquisition. Excluding SBC and these onetime costs, we delivered SG&A…
…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…
…at approximately twice the market rate, taking share again without pricing below inflation or sacrificing margin. In 2026, we intend to press these competitive advantages…
…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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