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.

5 matches for “Dairy”; 5 quoted, at least 25 words apart.

Henrique Brauncompanyprepared

…in Mexico, Santa Clara recently became the value share leader within value-added dairy. In EMEA, we continued to grow volume and delivered strong revenue and…

James Quinceycompanyqa

…factory. It's, I think, one of the largest, if not the largest dairy processing facilities in the U.S., and it's going to add 30% capacity.…

James Quinceycompanyqa

…to international expansion, you alluded to, and I've said it before, the dairy industry is a complicated and protected industry around the world. It's certainly…

James Quinceycompanyqa

…13% in volume in the third quarter and became the #1 value-added dairy brand in Mexico. I think since we bought Santa Clara a decade…

James Quinceycompanyqa

…the product ideas. But we have also had some failures in the dairy business. Luckily, the successes were way bigger than the failures, which were…

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…

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