Target (TGT): FY25 Q3 earnings call, Nov 19, 2025
On its Nov 19, 2025 earnings call (FY25 Q3), Target said 4 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 4 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
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 |
|---|---|---|---|---|---|---|
| Holiday | Yes | 16 | 17 | ✓ | 93%transcripts from the transcript model | – |
| Circle 360 | Yes | 5 | 5 | ✓ | 91%transcripts from the transcript model | – |
| Beauty | Yes | 2 | 2 | ✓ | 92%transcripts from the transcript model | – |
| Labor | Yes | 1 | 1 | ✓ | 32%transcripts from the transcript model | – |
| Innovation | No | 0 | 0 | ✓ | 78%transcripts from the transcript model | – |
| Inflation | No | 0 | 0 | ✓ | 74%transcripts from the transcript model | – |
| Revenue | No | 0 | 0 | ✓ | 57%transcripts from the transcript model | – |
| Black Friday | No | 0 | 0 | ✓ | 57%transcripts from the transcript model | – |
| Competition | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
| SNAP / Food Stamp | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Netflix | No | 0 | 0 | ✓ | 16%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 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.
2 matches for “Back to School”; 2 quoted, at least 25 words apart.
…in Drive-Up. We saw the strongest sales around seasonal moments like back to school, back to college and Halloween, highlighting once again the importance of…
…consumer themes we've been highlighting for some time. as guests shopped around back-to-school and back to college in August and around Halloween in October, but…
Where the listed words were said
…finding the products you want to need every time you shop. This holiday season, we're using our expertise and deep consumer knowledge in a new…
…around 80% of the U.S. population with same-day delivery powered by Target Circle 360, where sales grew more than 35% again this past quarter, and…
…prioritizing value, they're spending it matters most, especially in food, essentials and beauty, while looking for trend-right deals in discretionary categories. They want quality and…
…we're pushing more digital fulfillment volume their way. And, of course, more labor hours to support this work, creating economies of scale in a more…
Agents: this page as TSV at /api/v1/appearances/target:2025-11-19:earnings_call · words: /api/v1/brief?appearance=target:2025-11-19:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP