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.
6 matches for “Overhead”; 5 quoted, at least 25 words apart.
…marketing and sports marketing were more than offset by declines in operating overhead. Our effective tax rate was 5.9% compared to 16.5% for the same…
…protect that and maybe segment that? And then Matt, it seems operating overhead versus demand creation trajectory flipped in recent years. So as you're re-embracing…
…to manage our expenses and what I meant by that specifically was overhead tightly. While we accelerate investment in demand creation and so our demand…
…what you're seeing this quarter in the double digit decline in operating overhead is some of the variable expense from Direct coming down, flowing through…
…we had set several quarters ago. If you look at our operating overhead growth, excluding the restructuring impact in the prior year, it was down…
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,…
…expenses grew high single digits versus the prior year. Last, let's discuss inventory. Inventory declined 2% versus the prior year. But as I said last…
…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…
…2%. Wholesale was down 4% largely due to declines in Greater China. Gross margins declined 330 basis points to 41.5% on a reported basis, due…
…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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