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.
13 matches for “Health”; 5 quoted, at least 25 words apart.
…believe Chewy has a unique and differentiated operating model, one that combines a leading recurring revenue engine with a highly scaled fulfillment and health platform.
…expansion of Sponsored Ads, product mix shift into higher margin categories, including health and operating expense leverage from automation and scale. Chewy Health and Chewy…
Furthermore, we believe our strategic initiatives across health, AI, fulfillment, and customer experience continue to strengthen the moat around the Chewy ecosystem. In closing, I…
…prior year comparable period, and reflects continued customer cohort maturation, growth in health and wellness penetration, and increasing cross-category engagement across the platform. Turning to…
…materially faster than revenue growth while continuing to invest behind strategic initiatives, including Chewy Health, Chewy Vet Care, AI infrastructure, and fulfillment network optimization.
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.
…investment across several strategic priorities, including Chewy Health, Chewy Vet Care, automation initiatives, AI-enabled productivity efforts, and continued customer acquisition investments.
…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…
…are embedding AI across multiple layers of the business, including customer service, pharmacy operations, fulfillment, and marketing workflows. We continue to see meaningful opportunities to…
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