Sprouts (SFM): FY25 Q4 earnings call, Feb 19, 2026

Thu, Feb 19Earnings callSpeaker-labelled transcriptSprouts

On its Feb 19, 2026 earnings call (FY25 Q4), Sprouts said 5 of the 9 words Kalshi listed; Parrot’s count agreed with all 9 settlements. Quotes below are at most 25 words each.

Updated

Markets

9 words · 5 settled yes · our count agreed on 9 of 9

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Personalization Yes89✓79%transcripts from the transcript model–
Inflation Yes56✓43%transcripts from the transcript model–
E-commerce Yes11✓89%transcripts from the transcript model–
Holiday Yes12✓56%transcripts from the transcript model–
Delivery Yes11✓51%transcripts from the transcript model–
Vitamin No00✓69%transcripts from the transcript model–
SNAP / Food Stamp No00✓58%transcripts from the transcript model–
Tariff No00✓49%transcripts from the transcript model–
Revenue No00✓39%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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Jack Sinclaircompany“Personalization” · prepared

…and still learning how we can shape customer behavior through loyalty and personalization. In 2026, we are investing in the capabilities needed to fully exploit…

Jack Sinclaircompany“Inflation” · qa

…we think we've got to do in the context of this affordability. Inflation has clearly driven some significant increases on pricing on coffee, on meat,…

Curtis Valentinecompany“E-commerce” · prepared

…drive our sales with attribute-forward products growing faster than our core business. E-commerce sales grew 15%, representing approximately 15.5% of our total sales for the…

Jack Sinclaircompany“Delivery” · prepared

…second quarter, completing our self-distribution rollout. Stores are already benefiting from increased delivery frequency with fresh meat products now arriving alongside daily produce shipments.…

Agents: this page as TSV at /api/v1/appearances/sprouts:2026-02-19:earnings_call · words: /api/v1/brief?appearance=sprouts:2026-02-19:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP