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.
11 matches for “Leverage”; 5 quoted, at least 25 words apart.
…category mix, supply chain efficiencies, marketing productivity, OpEx discipline, and improving operating leverage across our network. As we discussed previously, our long-term framework for…
…product mix shift into higher margin categories, including health and operating expense leverage from automation and scale. Chewy Health and Chewy Vet Care. We continue…
…As planned, we delivered approximately 90 basis points of year-over-year SG&A leverage, reflecting continued operating discipline, fulfillment productivity improvements driving down our variable…
…consistent free cash flow generation, we believe adding a modest amount of leverage is an appropriate evolution of Chewy's capital structure. We intend to maintain…
…across gross margin, Sponsored Ads, fulfillment productivity, operating discipline, and broader operating leverage throughout the organization. Furthermore, as we look to continue to deliver…
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.
…the gross margin line, we've clearly talked about continuing to invest in automation, continuing to invest in AI, that drives SG&A curve leverages while we…
…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