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 “Modern Animal”; 5 quoted, at least 25 words apart.
…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.
…unlocks multiple avenues to accelerate clinic growth, combining CVC's organic growth with Modern Animal's existing footprint and development pipeline. Combined, we expect to operate approximately…
…costs associated primarily with acquisition and integration activities related to SmartPak and Modern Animal. As planned, we delivered approximately 90 basis points of year-over-year SG&A…
…revolving credit facility. Subsequent to quarter end, we completed the acquisition of Modern Animal, further expanding our presence within the highly attractive and under-penetrated pet…
…contribution of approximately $80 million from SmartPak and approximately $70 million from Modern Animal for fiscal year 2026. As we entered the year, we anticipated…
Where the listed words were said
…at the midpoint. That said, as we mentioned as part of the Modern Animal acquisition, while these clinics are highly profitable on a four-wall mature…
…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…
…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