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.
10 matches for “North America”; 5 quoted, at least 25 words apart.
…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…
…that sculpts and performs. Our first comprehensive collection launches next quarter in North America through both NIKE and SKIMS Direct channels and we will scale…
…comparing last year's January and February to this year's, NIKE Digital in North America went from over 30 promotional days to zero. In our ecosystem,…
…However, in January and February, we significantly reduced days of promotion in North America and EMEA. This resulted in a several percentage point improvement in…
…and capabilities of our sales organization. Within our fall order book in North America, EMEA, and APLA, we see the declines in classic footwear franchises…
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…
…made in each of our geographies on our Win Now actions. In North America, Q3 revenue declined 4%. NIKE Direct declined 10%, with NIKE Digital…
…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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