Kroger (KR): FY25 Q3 earnings call, Dec 4, 2025
On its Dec 4, 2025 earnings call (FY25 Q3), Kroger said 9 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 9 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|
| SNAP / Food Stamp | Yes | 9 | 9 | ✓ | 46%transcripts from the transcript model | – |
| AI / Artificial Intelligence | Yes | 5 | 5 | ✓ | 81%transcripts from the transcript model | – |
| Instacart | Yes | 5 | 5 | ✓ | 33%transcripts from the transcript model | – |
| Holiday | Yes | 4 | 4 | ✓ | 48%transcripts from the transcript model | – |
| GLP-1 | Yes | 1 | 1 | ✓ | 77%transcripts from the transcript model | – |
| Dividend | Yes | 1 | 1 | ✓ | 75%transcripts from the transcript model | – |
| Traffic | Yes | 1 | 1 | ✓ | 62%transcripts from the transcript model | – |
| Albertsons | Yes | 1 | 1 | ✓ | 54%transcripts from the transcript model | – |
| Economy | Yes | 1 | 1 | ✓ | 43%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 78%transcripts from the transcript model | – |
| Produce | No | 0 | 0 | ✓ | 73%transcripts from the transcript model | – |
| Personalization | No | 0 | 0 | ✓ | 62%transcripts from the transcript model | – |
| Ocado | No | 0 | 0 | ✓ | 57%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.
5 matches for “Instacart”; 5 quoted, at least 25 words apart.
…occurring in stores, we recently expanded our relationships with third-party delivery providers Instacart, DoorDash, and Uber Eats. By using our store network, we are improving…
…customer experience. We plan to introduce new AgenTeq shopping capabilities starting with Instacart's AI-powered card assistant on The Kroger Co. website and mobile app in…
…benefit our media business. For example, our unique approach to collaboration with Instacart, DoorDash, and Uber unlocks new media opportunities across both platforms and we…
…give us operational flexibility as well as strategic flexibility. You think about Instacart, which is our largest partner, you know, they deliver broad geographic reach.…
…so DoorDash and Uber Eats. As well as continued growth from our Instacart business. You have got the media business that we expect to continue…
Where the listed words were said
…value. Inflation and uncertainty around government funding combined with the pause in SNAP benefits during the final weeks of the quarter added incremental pressure to…
…times for our customers. To support these changes, we are utilizing an AI-powered workforce management platform which enables better coverage during peak periods and gives…
…And I think we will continue to ramp up promotions during the holidays to drive traffic as well as basket sizes. The good news is…
…another strong quarter fueled by growth in both core Pharmacy Scripts and GLP-1s. While the strong growth in pharmacy sales impacts our margin rate, it…
…time, while remaining committed to maintaining our current investment-grade rating, growing our dividend subject to Board approval, and returning excess capital to shareholders. During the…
…we have not ruled that out despite our last few years with Albertsons. And, I think you look at, you know, our long-term aspiration, we…
…up is declining a bit. And, you know, we are seeing this economy where, you know, high-income premium shoppers, they continue to spend. While lower-income…
Agents: this page as TSV at /api/v1/appearances/kroger:2025-12-04:earnings_call · words: /api/v1/brief?appearance=kroger:2025-12-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP