Target (TGT): FY25 Q4 earnings call, Mar 3, 2026
On its Mar 3, 2026 earnings call (FY25 Q4), Target said 7 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 7 settled yes · our count agreed on 12 of 12- 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 |
|---|---|---|---|---|---|---|
| Beauty | Yes | 17 | 17 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Circle 360 | Yes | 7 | 7 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Labor | Yes | 4 | 4 | ✓ | 54%n=1+tx from settlement history blended with transcripts | – |
| Innovation | Yes | 4 | 4 | ✓ | 52%n=1+tx from settlement history blended with transcripts | – |
| Revenue | Yes | 2 | 2 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – |
| Competition | Yes | 1 | 1 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
| Synthetic Color | Yes | 1 | 1 | ✓ | 15%transcripts from the transcript model | – |
| Inflation | No | 0 | 0 | ✓ | 49%n=1+tx from settlement history blended with transcripts | – |
| Black Friday | No | 0 | 0 | ✓ | 31%n=1+tx from settlement history blended with transcripts | – |
| SNAP / Food Stamp | No | 0 | 0 | ✓ | 15%n=1+tx from settlement history blended with transcripts | – |
| Netflix | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 12%n=1+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 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.
1 match for “Agentic”; 1 quoted, at least 25 words apart.
David Bellinger, Mizuho. My question is on agentic commerce and understanding this is exceptionally early. How do we think about the incrementality of those sales?…
Where the listed words were said
…we're playing to our strengths from categories where we're consistently leading like beauty to others like home where we know we can win and which…
…Target Circle, spend 3x more on average. And those enrolled in Target Circle 360 with unlimited same-day delivery spend 7x more. These guests account for…
…year. This includes hundreds of millions of dollars to support additional store labor and training, along with expenses related to a planned increase in new…
…simplify and curating with greater clarity. It means delivering true differentiation, elevating innovation and emerging brands, strengthening own brands and accelerating newness that keeps Target…
…sales, we'll benefit from the opening of new stores, robust growth and revenue from Roundel and from third-party sellers on Target Plus. In total, those…
…that lets us know where are we dialed in price-wise versus the competition at a specific store level. But for us, the value equation is…
…we will become one of the first national retailers with no certified synthetic colors in any of the cereal that we sell, a decisive step…
Agents: this page as TSV at /api/v1/appearances/target:2026-03-03:earnings_call · words: /api/v1/brief?appearance=target:2026-03-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP