Nike (NKE): FY26 Q2 earnings call, Dec 18, 2025
On its Dec 18, 2025 earnings call (FY26 Q2), Nike said 7 of the 16 words Kalshi and Polymarket listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
16 words · 7 settled yes · our count agreed on 16 of 16- 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 |
|---|---|---|---|---|---|---|
| China | Yes | 28 | 33 | ✓ | 97%n=2+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 10 | 11 | ✓ | 85%n=1+tx from settlement history blended with transcripts | – |
| Sustainable | Yes | 8 | 8 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Skims / NikeSKIMS | Yes | 3 | 3 | ✓ | 51%transcripts from the transcript model | – |
| Supply Chain | Yes | 2 | 2 | ✓ | 86%n=2+tx from settlement history blended with transcripts | – |
| Black Friday | Yes | 2 | 2 | ✓ | 29%transcripts from the transcript model | – |
| Sabrina | Yes | 1 | 1 | ✓ | 74%n=1+tx from settlement history blended with transcripts | – |
| Express Lane | No | 0 | 0 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Nike Factory | No | 0 | 0 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Amazon | No | 0 | 0 | ✓ | 58%n=1+tx from settlement history blended with transcripts | – |
| Dividend | No | 0 | 0 | ✓ | 50%transcripts from the transcript model | – |
| Retailer | No | 0 | 0 | ✓ | 27%n=1+tx from settlement history blended with transcripts | – |
| Consumer Demand | No | 0 | 0 | ✓ | 19%n=2+tx from settlement history blended with transcripts | – |
| Stranger Thing | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Direct to Consumer / DTC | No | 0 | 0 | ✓ | 15%n=1+tx from settlement history blended with transcripts | – |
| Digital Sales | No | 0 | 0 | ✓ | 11%n=2+tx from settlement history blended with transcripts | – |
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.
11 matches for “Tariff”; 5 quoted, at least 25 words apart.
…clean up and elevate the marketplace have put real pressures on margins. Tariffs have also obviously added a significant headwind to overcome. I want to…
…the $1.5 billion of annualized incremental product costs due to higher US tariffs. This represents a gross headwind of approximately 320 basis points to gross…
…a reported basis primarily due to increased product costs due to higher tariffs in North America as well as inventory obsolescence in Greater China that…
…the prior year. Despite 520 basis points of impact from new US tariffs. This gives us confidence that our win now actions are working, profitability…
…315 basis point impact, of higher gross product costs related to new tariffs gross margin expansion would be positive in the third quarter. We expect…
Where the listed words were said
…straight line. But we're acting decisively to accelerate the lagging areas with China at the top of that list. At year-end, it's clear how important…
…headwind to product cost due to the gross impact from the new tariffs. And so, that's a marketplace where we're furthest along in repositioning digital.…
…relationships, create meaningful stories and consumer connection, and ultimately drive profitable and sustainable revenue in both wholesale and direct. EMEA activated their sport offense on…
…And we believe that it has great potential to be scaled. Our NIKE skims collection will launch internationally in EMEA and APLA in the same…
…headwind of tariffs. Another big opportunity for us is to leverage the supply chain cost as we grow. And that's been a meaningful headwind over…
…markdown rates, and increased demand at full price. Nike.com posted its best Black Friday ever this year. Partially driven by strong sell-through of the Jordan…
…EMEA and APLA next. Next quarter at basketball. We're dimensionalizing through women's. Sabrina, Asian, Asia, and now we have Caitlin coming. And our men's business…
Agents: this page as TSV at /api/v1/appearances/nike:2025-12-18:earnings_call · words: /api/v1/brief?appearance=nike:2025-12-18:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP