Chewy (CHWY): FY26 Q4 earnings call, Mar 25, 2026
On its Mar 25, 2026 earnings call (FY26 Q4), Chewy said 7 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 7 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi
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 |
|---|---|---|---|---|---|---|
| AI / Artificial Intelligence | Yes | 15 | 17 | ✓ | 39%transcripts from the transcript model | – |
| SmartEquine | Yes | 5 | 5 | ✓ | 54%n=1+tx from settlement history blended with transcripts | – |
| App | Yes | 4 | 4 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Pharmacy | Yes | 3 | 3 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| Inflation / Inflationary | Yes | 1 | 1 | ✓ | 81%n=1+tx from settlement history blended with transcripts | – |
| Supplement | Yes | 1 | 1 | ✓ | 25%n=1+tx from settlement history blended with transcripts | – |
| Humanization | Yes | 1 | 1 | ✓ | 23%n=1+tx from settlement history blended with transcripts | – |
| Automation | No | 0 | 0 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| Holiday | No | 0 | 0 | ✓ | 55%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 1 | ✓ | 49%n=1+tx from settlement history blended with transcripts | – |
| Insurance | No | 0 | 0 | ✓ | 25%n=1+tx from settlement history blended with transcripts | – |
| International / Internationally | No | 0 | 0 | ✓ | 15%n=1+tx from settlement history blended with transcripts | – |
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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
44 matches for “Customer”; 5 quoted, at least 25 words apart.
…supporting our underlying growth remains balanced and durable, driven both by active customer growth and NSPAC expansion. We reached an inflection point in net adds…
…continues to exceed expectations, supported by strong utilization and consistently high customer and veterinarian satisfaction scores. CVC is also driving compelling ecosystem-wide value,…
…managers, marketers and technologists who excel at building applications that enhance the customer experience while lowering costs. The arrival of AI only amplifies this advantage,…
…are already deploying AI to drive greater structural efficiency. Functions such as customer service, fulfillment pharmacy and marketing operations are leveraging internally developed AI tools…
…brands under this platform, creating a more cohesive and streamlined experience for customers. We look forward to keeping you updated on the progress of Chewy…
Where the listed words were said
…of our next-generation Houston Fulfillment Center and efficiencies from the use of AI that helps structurally lower our cost to serve. I will talk about…
…include approximately $10 million of onetime transaction costs primarily related to the SmartEquine acquisition. Excluding SBC and these onetime costs, we delivered SG&A leverage of…
…that is giving us really good leverage, plus the way that the app, the mobile app strategy is essentially progressing. We do believe we're shifting…
…that we are starting to use across customer service, across fulfillment, across pharmacy, marketing operations and general marketing areas for campaign optimization, creative optimization, so…
…of active customer growth and NSPAC expansion. Our forecast assumes no price inflation in 2026 and we remain confident in delivering low single-digit active customer…
…excited in the way that this plays in the larger health and supplement space, very much synchronous with our overall health strategy. We like the…
…let's begin. Pet is a uniquely attractive industry, fueled by increasing pet humanization, premium product adoption and expanding lifetime value per household. Spending in this…
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