Abercrombie (ANF): FY26 Q4 earnings call, Mar 4, 2026

On its Mar 4, 2026 earnings call (FY26 Q4), Abercrombie said 8 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 8 settled yes · our count agreed on 11 of 11

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
Tariff Yes2126✓90%transcripts from the transcript model–
Consecutive Yes99✓77%transcripts from the transcript model–
Headwind Yes88✓76%transcripts from the transcript model–
Baby / Toddler Yes44✓16%transcripts from the transcript model–
Taco Bell Yes22✓48%transcripts from the transcript model–
Closure Yes11✓76%transcripts from the transcript model–
NFL Yes11✓70%transcripts from the transcript model–
AI / Artificial Intelligence Yes11✓48%transcripts from the transcript model–
International No01✓62%transcripts from the transcript model–
Luxury No00✓34%transcripts from the transcript model–
Vintage / Archive No00✓20%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

Fran Horowitzcompany“Tariff” · prepared

…we delivered an operating margin of 14.1%, including 360 basis points of tariff pressure. I have to recognize the team's incredible efforts here to meaningfully…

Fran Horowitzcompany“Consecutive” · prepared

For the third consecutive year, our customers responded to the team's compelling product and engaging marketing, delivering net sales growth across regions, led by the…

Robert Ballcompany“Headwind” · prepared

…will limit inventory receipts and movement across the business, creating a temporary headwind of approximately 1 to 2 percentage points of growth for the quarter.…

Fran Horowitzcompany“Baby / Toddler” · prepared

…growth from partnerships and new product categories, like our recent launch of baby and toddler in abercrombie kids. Second, to stabilize growth margins as we…

Fran Horowitzcompany“Taco Bell” · prepared

…drops like our collegiate collection, the grad shop, and engaging collaboration with Taco Bell. We added millions of new customers in 2025, and importantly, we…

Robert Ballcompany“Closure” · prepared

…net store openers with our 55 new stores outpacing around 25 anticipated closures. We do expect net store openings to be relatively balanced across brands,…

Fran Horowitzcompany“NFL” · prepared

As an official fashion partner of the NFL, the first of its kind, we had players and their families, several celebrities and league figures, as…

Fran Horowitzcompany“AI / Artificial Intelligence” · prepared

We're also moving quickly to leverage AI to benefit the customer, and we're modernizing systems to help us. Finally, to maintain our strong profitability by…

Agents: this page as TSV at /api/v1/appearances/abercrombie:2026-03-04:earnings_call · words: /api/v1/brief?appearance=abercrombie:2026-03-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP