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.
UpdatedMarkets
11 words · 8 settled yes · our count agreed on 11 of 11- 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 |
|---|---|---|---|---|---|---|
| Tariff | Yes | 21 | 26 | ✓ | 90%transcripts from the transcript model | – |
| Consecutive | Yes | 9 | 9 | ✓ | 77%transcripts from the transcript model | – |
| Headwind | Yes | 8 | 8 | ✓ | 76%transcripts from the transcript model | – |
| Baby / Toddler | Yes | 4 | 4 | ✓ | 16%transcripts from the transcript model | – |
| Taco Bell | Yes | 2 | 2 | ✓ | 48%transcripts from the transcript model | – |
| Closure | Yes | 1 | 1 | ✓ | 76%transcripts from the transcript model | – |
| NFL | Yes | 1 | 1 | ✓ | 70%transcripts from the transcript model | – |
| AI / Artificial Intelligence | Yes | 1 | 1 | ✓ | 48%transcripts from the transcript model | – |
| International | No | 0 | 1 | ✓ | 62%transcripts from the transcript model | – |
| Luxury | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| Vintage / Archive | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Headwind”; 5 quoted, at least 25 words apart.
…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.…
…On the evolving Middle East conflict, we currently anticipate a slight sales headwind and will continue to actively monitor the situation alongside our in-market franchise…
…able to maintain these double-digit operating margins despite all of these different headwinds that we've faced, whether that be, you know, supply chain disruptions, input…
…next couple of weeks. That'll provide a little bit of a one-time headwind for us. By and large, happy with where we are and excited…
…you called it out. We've got this 290 basis points of tariff headwind that's all incremental to last year. We do have offsetting tailwinds here.…
Where the listed words were said
…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…
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…
…in place. That's a yes on that answer. We do have some slight AUR improvements as well that'll help offset some of that tariff headwind.
…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…
…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…
…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,…
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…
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