Chewy (CHWY): FY27 Q1 earnings call, Jun 10, 2026
On its Jun 10, 2026 earnings call (FY27 Q1), Chewy said 5 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 · 5 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 |
|---|---|---|---|---|---|---|
| Modern Animal | Yes | 12 | 13 | ✓ | 16%transcripts from the transcript model | – |
| Automation | Yes | 3 | 3 | ✓ | 44%n=2+tx from settlement history blended with transcripts | – |
| App | Yes | 1 | 1 | ✓ | 93%n=2+tx from settlement history blended with transcripts | – |
| Pharmacy | Yes | 1 | 1 | ✓ | 86%n=2+tx from settlement history blended with transcripts | – |
| Inflation / Inflationary | Yes | 1 | 1 | ✓ | 76%n=2+tx from settlement history blended with transcripts | – |
| SmartEquine | No | 0 | 0 | ✓ | 72%n=2+tx from settlement history blended with transcripts | – |
| Humanization | No | 0 | 0 | ✓ | 46%n=2+tx from settlement history blended with transcripts | – |
| Supplement | No | 0 | 0 | ✓ | 46%n=2+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 43%n=2+tx from settlement history blended with transcripts | – |
| Holiday | No | 0 | 0 | ✓ | 35%n=2+tx from settlement history blended with transcripts | – |
| Insurance | No | 0 | 0 | ✓ | 21%n=2+tx from settlement history blended with transcripts | – |
| International / Internationally | No | 0 | 0 | ✓ | 11%n=2+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.
66 matches for “Customer”; 5 quoted, at least 25 words apart.
…in the latter parts of the quarter, we delivered nearly 200,000 net customer additions, achieved solid top-line growth and record profitability, generated strong free cash…
…to approximately $3.36 billion. We ended the quarter with 21.5 million active customers, up 3.6% year-over-year, while Net Sales Per Active Customer, or NSPAC, increased…
…competitive pricing, trusted service, deep assortment, and a recurring Autoship ecosystem that customers increasingly rely upon. We believe these advantages become even more relevant in…
…Chewy Vet Care clinics are delivering strong standalone economics while simultaneously acting as a powerful customer acquisition and retention engines for the broader Chewy ecosystem.
…to AI. We continue to believe AI represents a meaningful opportunity for Chewy, both from a customer experience perspective and from an operational efficiency standpoint.
Where the listed words were said
…vet clinic footprint. As part of this strategy, we are excited about the recently announced acquisition of Modern Animal, which closed shortly after quarter end.
…shift into higher margin categories, including health and operating expense leverage from automation and scale. Chewy Health and Chewy Vet Care. We continue to believe…
…better CRM efforts resulting in greater conversion, increased engagement via our mobile app, continued success in reactivating lapsed customers, and ongoing success in driving down…
Agents: this page as TSV at /api/v1/appearances/chewy:2026-06-10:earnings_call · words: /api/v1/brief?appearance=chewy:2026-06-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP