Starbucks (SBUX): FY25 Q4 earnings call, Oct 29, 2025
On its Oct 29, 2025 earnings call (FY25 Q4), Starbucks said 8 of the 14 words Kalshi and Polymarket listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 8 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Protein | Yes | 14 | 16 | ✓ | 62%transcripts from the transcript model | – |
| Holiday | Yes | 5 | 5 | ✓ | 73%transcripts from the transcript model | – |
| Canada | Yes | 2 | 2 | ✓ | 54%transcripts from the transcript model | – |
| Smart Queue / SmartQ | Yes | 2 | 2 | ✓ | 47%transcripts from the transcript model | – |
| Non Dairy | Yes | 1 | 1 | ✓ | 68%transcripts from the transcript model | – |
| Condiment Bar | Yes | 1 | 1 | ✓ | 66%transcripts from the transcript model | – |
| Promotion | Yes | 1 | 1 | ✓ | 65%transcripts from the transcript model | – |
| Peppermint | Yes | 1 | 1 | ✓ | 20%transcripts from the transcript model | – |
| Loyalty | No | 0 | 0 | ✓ | 65%transcripts from the transcript model | – |
| Comparable Sales | No | 0 | 0 | ✓ | 60%transcripts from the transcript model | – |
| Pumpkin Spice | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Oatmilk / Oat Milk | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
| Union | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 16%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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
5 matches for “Holiday”; 3 quoted, at least 25 words apart.
…and we're entering fiscal 2026 on stronger footing. Looking to Q1, the holiday season is a cherished moment for our customers and for our business.…
…collaboration. And we'll have newly designed gift cards, which have become a holiday staple. As we bring it all together, I'm confident the holiday season…
…heavy levels of promotion in fiscal 2026. We're excited about a strong holiday lineup, future menu innovation and our coffee house uplifts. We also recognize…
Where the listed words were said
…the U.S. On the heels of a successful fall launch, we introduced Protein Cold Foam and Protein Lattes at the end of September. They taste…
…flat year-over-year, driven by flat U.S. comp and positive comp growth in Canada. And in both markets, transaction comps continued to improve sequentially from the…
…drive-thru. As part of our Green Apron Service rollout, we launched our Smart Queue sequencing algorithm. Since implementation, more than 80% of our U.S. company-operated…
…condiment bar, simplify our pricing architecture and remove the extra charge for non-dairy milks. We know our value equation extends beyond pricing. And when we…
…better sequenced. We'll have a relevant menu with holiday classics like the Peppermint Mocha and Snowman Cookie, alongside returning favorites like the Eggnog Latte, which…
Agents: this page as TSV at /api/v1/appearances/starbucks:2025-10-29:earnings_call · words: /api/v1/brief?appearance=starbucks:2025-10-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP