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.
11 matches for “Leverage”; 5 quoted, at least 25 words apart.
…customers and app orders up approximately 15% year-over-year. These improvements supported marketing leverage in the quarter while enabling year-over-year growth in both new customers and…
…Equine ] acquisition. Excluding SBC and these onetime costs, we delivered SG&A leverage of 20 basis points year-over-year. Consistent with our expectations, we returned to…
…or 6.3% of net sales, reflecting about 40 basis points of year-over-year leverage. As Sumit noted, this leverage is driven by higher productivity of spend,…
…supported by sponsored ads, category mix and a growing health ecosystem. SG&A leverage is returning as automated facilities scale and as we cycle through transitory…
…competitive advantages, we expect the balance of investment to shift towards operating leverage. The framework is simple. Invest where returns are compelling and durable moderate…
Where the listed words were said
…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…
…Chewy's health offerings, on October 30, we announced the acquisition of [ Smart Equine ] a leading [ Equine ] Health brand with strong loyalty…
…we have multiple top line and margin driving initiatives. Then comes the automation and the power of scale that we are -- and in the…
…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…
…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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