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.
13 matches for “Jordan”; 5 quoted, at least 25 words apart.
…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…
…with partners like Dix, Sneaker Politics, and Hibbett, and built NIKE and Jordan houses to connect with athletes, influencers, partners, and wholesale retailers. After the…
…brands, in one word, dominated. On both sides of the Bay, NIKE, Jordan, and Converse owned performance and the culture of the game, connecting with…
…right product drops, like the NIKE Black Label collection, the Kobe Protro’s, Jordan Red Wands, and Jordan [Forest Cements] (ph), the passion of sneaker culture…
…of execution end-to-end. Turning to sportswear, our life's largest icons, NIKE and Jordan Streetwear, are in different states of transition. With Air Force 1, Donk,…
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%…
…momentum was more than offset by declines in NIKE sportswear and the Jordan brand, led by a double-digit decline in our classic footwear franchises. These…
…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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