Sprouts (SFM): FY25 Q4 earnings call, Feb 19, 2026
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.
UpdatedMarkets
9 words · 5 settled yes · our count agreed on 9 of 9- 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 |
|---|---|---|---|---|---|---|
| Personalization | Yes | 8 | 9 | ✓ | 79%transcripts from the transcript model | – |
| Inflation | Yes | 5 | 6 | ✓ | 43%transcripts from the transcript model | – |
| E-commerce | Yes | 1 | 1 | ✓ | 89%transcripts from the transcript model | – |
| Holiday | Yes | 1 | 2 | ✓ | 56%transcripts from the transcript model | – |
| Delivery | Yes | 1 | 1 | ✓ | 51%transcripts from the transcript model | – |
| Vitamin | No | 0 | 0 | ✓ | 69%transcripts from the transcript model | – |
| SNAP / Food Stamp | No | 0 | 0 | ✓ | 58%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 49%transcripts from the transcript model | – |
| Revenue | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “Inflation”; 5 quoted, at least 25 words apart.
…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,…
…4Q, can you just parse out what you saw in terms of inflation versus transaction counts? And is the 300 bps softening you've had sequentially…
…again, back to that affordability concept and some of the challenges from inflation that we're seeing. Inflation kind of continues to play out the way…
…across different categories. We referenced coffee and meat where you're seeing significant inflation. You're seeing unit effects in that space. Produce business, I think people…
…we minimize the impact of categories that are seeing a lot of inflation. And we certainly see that as something that that's our job to…
Where the listed words were said
…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…
…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…
…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