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.
17 matches for “Leverage”; 5 quoted, at least 25 words apart.
…with the rate of expansion expected to build relative to 2025. SG&A leverage will further strengthen as we move through the year supported by the…
…the SmartEquine acquisition. Excluding SBC and these onetime costs, we delivered SG&A leverage of approximately 20 basis points in Q4 and full year SG&A as…
…or 6.5% of 2025 net sales reflecting approximately 30 basis points of leverage year-over-year. Fourth quarter adjusted net income was $115 million and full year…
…earnings at a rate meaningfully above net sales growth, demonstrating the operating leverage embedded in the model. The results we are delivering today are a…
…margin expansion driven by a combination of mix improvement and increasing operating leverage. And third, improved incremental flow-through relative to 2025, reflecting strengthening cost…
Where the listed words were said
…ahead as we continue to execute and scale this platform. Turning to AI. For those of you familiar with Chewy, it will come as no…
…billion or approximately 8% to 9% year-over-year growth with the recently closed SmartEquine acquisition expected to contribute approximately $80 million of net sales for the…
…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…
…AI to drive greater structural efficiency. Functions such as customer service, fulfillment pharmacy and marketing operations are leveraging internally developed AI tools to streamline workflows…
…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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