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.

2 matches for “Holiday”; 2 quoted, at least 25 words apart.

Curtis Valentinecompanyprepared

…Basket drove our comp with traffic ending slightly negative after a disappointing holiday season and finish to the quarter. We effectively managed costs and margins…

Edward Kellyanalystqa

…to start with current comp momentum. You talked about some slowdown into holiday disappointing into the year, and it seems like that's continued into Q1.…

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,…

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