Coca-Cola (KO): FY25 Q3 earnings call, Oct 21, 2025

Tue, Oct 21Earnings callSpeaker-labelled transcriptCoca-Cola

On its Oct 21, 2025 earnings call (FY25 Q3), Coca-Cola said 4 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.

Updated

Markets

10 words · 4 settled yes · our count agreed on 10 of 10

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
China Yes33✓87%transcripts from the transcript model–
Supply Chain Yes24✓62%transcripts from the transcript model–
Retro Yes22✓16%transcripts from the transcript model–
International Yes12✓42%transcripts from the transcript model–
Acquisition No00✓57%transcripts from the transcript model–
Influencer No00✓55%transcripts from the transcript model–
Dividend No00✓54%transcripts from the transcript model–
Cane Sugar No00✓47%transcripts from the transcript model–
Tariff No00✓46%transcripts from the transcript model–
Prebiotic No00✓26%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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

James Quinceycompany“China” · qa

…where it was, Mexico and a number of parts of Asia, India, China and some of the ASEAN countries. And clearly, we got a bit…

John Murphycompany“Supply Chain” · prepared

…we're continuing to invest for growth, we're also driving productivity, including prioritizing supply chain efficiencies, improving the efficiency of our advertising spend and being prudent…

Henrique Brauncompany“Retro” · prepared

…Coke break. We also launched innovations for our loyal consumer base like retro Diet Coke with Cherry and this October, we are bringing back retro…

James Quinceycompany“International” · qa

…at the moment and get into the marketplace. As it relates to international expansion, you alluded to, and I've said it before, the dairy industry…

Agents: this page as TSV at /api/v1/appearances/coca-cola:2025-10-21:earnings_call · words: /api/v1/brief?appearance=coca-cola:2025-10-21:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP