Chewy (CHWY): FY27 Q2 earnings call, Sep 9, 2026
On its Sep 9, 2026 earnings call (FY27 Q2), Chewy said 14 of the 20 words Kalshi and Polymarket listed; Parrot’s count agreed with all 20 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
20 words · 14 settled yes · our count agreed on 20 of 20- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Customer 20+ times | Yes | 65 | 65 | ✓ | 81%transcripts from the transcript model | – |
| Health 5+ times | Yes | 17 | 17 | ✓ | 76%transcripts from the transcript model | – |
| Modern Animal | Yes | 11 | 12 | ✓ | 71%n=1+tx from settlement history blended with transcripts | – |
| Consumable | Yes | 9 | 9 | ✓ | 85%transcripts from the transcript model | – |
| Vet Care / Veterinary | Yes | 8 | 8 | ✓ | 84%transcripts from the transcript model | – |
| Leverage | Yes | 7 | 7 | ✓ | 94%transcripts from the transcript model | – |
| Tailwind | Yes | 6 | 7 | ✓ | 49%transcripts from the transcript model | – |
| Automation | Yes | 4 | 4 | ✓ | 69%n=3+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 4 | 5 | ✓ | 59%transcripts from the transcript model | – |
| Chewy+ / Chewy Plus | Yes | 2 | 3 | ✓ | 94%transcripts from the transcript model | – |
| Holiday | Yes | 2 | 2 | ✓ | 31%n=3+tx from settlement history blended with transcripts | – |
| Mobile | Yes | 1 | 1 | ✓ | 81%transcripts from the transcript model | – |
| Loyalty | Yes | 1 | 1 | ✓ | 46%transcripts from the transcript model | – |
| Pet Health | Yes | 1 | 1 | ✓ | 28%transcripts from the transcript model | – |
| Household 10+ times | No | 5 | 5 | ✓ | 14%transcripts from the transcript model | – |
| Churn | No | 0 | 0 | ✓ | 69%transcripts from the transcript model | – |
| Membership | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| SmartEquine | No | 0 | 0 | ✓ | 55%n=3+tx from settlement history blended with transcripts | – |
| Amazon | No | 0 | 0 | ✓ | 41%transcripts from the transcript model | – |
| Humanization | No | 0 | 0 | ✓ | 33%n=3+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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
12 matches for “Modern Animal”; 5 quoted, at least 25 words apart.
…$3.33 billion, representing 7.3% year-over-year growth. Excluding the impact of SmartPak and Modern Animal, Q2 organic net sales increased 5.7% year-over-year, driven by active customer…
…engagement across the broader ecosystem. We are also making strong progress integrating Modern Animal, which performed ahead of our expectations in the quarter. These early…
At the same time, Modern Animal and SmartPak are collectively contributing above the levels contemplated within our prior outlook, and our profitability performance continues to…
…net sales reached $3.33 billion, representing 7.3% year-over-year growth. Excluding SmartPak and Modern Animal, organic net sales increased 5.7% year-over-year, consistent with the midpoint of…
…benefit from the structural SG&A leverage and operating efficiencies I described earlier. Modern Animal was included in these results, and as expected, represented a modest…
Where the listed words were said
…the predictability, durability, and recurring nature of our revenue base. Importantly, our customer funnel remains healthy. We continue to add customers, improve retention, reactivate lapsed…
…durable sales, while our expanding ecosystem and the growing contribution from Chewy Health drive structural wallet share gains. Together, these advantages position us to outperform…
During the quarter, we completed the acquisition of Modern Animal for $400 million, raised $600 million through our inaugural term loan issuance, and deployed $200…
…premiumization. Pressure on premiumization and discretionary spending materialized broadly in line with our expectations during the quarter, affecting both the Consumables and Hardgoods categories.
…both scaled areas of our business and newer strategic growth platforms. Chewy Vet Care continues to scale in line with the economic framework we outlined…
…the prior year period. We delivered 70 basis points of year-over-year SG&A leverage, reflecting improved fulfillment center utilization, lower variable cost to serve, disciplined headcount…
The secular trend tailwind, plus the value prop that we're bringing to the table allows us to continue to aggregate share, albeit in this slightly…
…health, and we continue to lower our variable cost to serve through automation, scale, operating discipline, and increasingly AI-enabled productivity. Importantly, our strengthening earnings…
…we continue to expect fuel to represent a mid-single digit million dollar headwind through the balance of the year. Even with these factors and normal…
…list, on the top of my mind, A, we remain enthusiastic about Chewy+. We expect to introduce a refreshed program design very shortly into the…
…opportunities we are seeing to invest in brand awareness ahead of the holiday season, which we expect to support customer engagement during peak and beyond.…
…Kai, our AI-powered assistant, to a select group of customers in the mobile app. Early results are encouraging, with approximately 30% of chats resolved through…
Agents: this page as TSV at /api/v1/appearances/chewy:2026-09-09:earnings_call · words: /api/v1/brief?appearance=chewy:2026-09-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP