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.
2 matches for “Tariff”; 2 quoted, at least 25 words apart.
…year. This was primarily driven by inflation, led by coffee prices and tariffs as well as investments in support of Back to Starbucks, largely in…
…fiscal 2026. We'll also stay nimble in navigating the current environment where tariffs and coffee prices remain dynamic. As we continue to grow, our goal…
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…
…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.…
…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…
…Service standard is ramping, and we're no longer lapping heavy levels of promotion in fiscal 2026. We're excited about a strong holiday lineup, future menu…
…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