Nike (NKE): FY25 Q3 earnings call, Mar 20, 2025
On its Mar 20, 2025 earnings call (FY25 Q3), Nike said 6 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
16 words · 6 settled yes · our count agreed on 16 of 16- Kalshi: company speakers
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 |
|---|---|---|---|---|---|---|
| China | Yes | 17 | 17 | ✓ | 95%transcripts from the transcript model | – |
| Inventory | Yes | 17 | 18 | ✓ | 93%transcripts from the transcript model | – |
| Jordan | Yes | 13 | 13 | ✓ | 91%transcripts from the transcript model | – |
| North America | Yes | 10 | 10 | ✓ | 88%transcripts from the transcript model | – |
| Gross margin | Yes | 4 | 6 | ✓ | 88%transcripts from the transcript model | – |
| Supply chain | Yes | 2 | 2 | ✓ | 85%transcripts from the transcript model | – |
| Consumer demand | No | 0 | 0 | ✓ | 67%transcripts from the transcript model | – |
| Direct-to-consumer / Direct to consumer / DTC / D2C | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| Sustainability | No | 0 | 0 | ✓ | 25%transcripts from the transcript model | – |
| Athleisure | No | 0 | 0 | ✓ | 22%transcripts from the transcript model | – |
| SNKRS app | No | 0 | 0 | ✓ | 22%transcripts from the transcript model | – |
| Digital sales | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| ESG / Environmental Social Governance | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| Adidas | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Hoka | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| ON Running | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
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.
28 matches for “Consumer”; 5 quoted, at least 25 words apart.
…performance product across an integrated marketplace. We delivered something new to the consumer week after week and that's exactly the kind of sustained pace we…
…of classic franchises we over-indexed on. But our approach is simple. Help consumers fall in love with something new from NIKE, and that something is…
…social channels. Air Max, a brand in itself, is a platform that consumers expect us to reinvent. This quarter we brought fresh energy with the…
…announcement of a new brand this quarter, NIKESKIMS. Together we identified a consumer need and are creating a new market of style-led product that sculpts…
…like to discuss in detail is the integrated marketplace, where we create consumer-led experiences across NIKE Direct or our wholesale partners, physical or digital. In…
Where the listed words were said
…Now strategic priorities, we'll start with three key countries, the United States, China, and the United Kingdom, and five key cities, New York, Los Angeles,…
…reported basis, due to higher markdowns on NIKE Direct, higher wholesale discounts, inventory obsolescence, and product costs and channel mix headwinds. SG&A was down 8%…
…beyond four quarters. From Jalen Hurts wearing his red and black unbannable Jordan cleats during warm-ups, to Kendrick's halftime show wearing Deion Sanders' Retros, and…
…a beautiful looking shoe. Early seed pairs nearly sold out across the North America marketplace, and the Peg Premium will scale through fall 2025. This…
…our partners. These steps had a negative impact on our revenue and gross margin this quarter. At the same time, our team is focused on…
…and NIKE teammates in Asia to see how we're executing in our supply chain with a focus on production for our new innovation. Most importantly,…
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