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.
26 matches for “Tariff”; 5 quoted, at least 25 words apart.
…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…
…double-digit result for the third straight year, despite 170 basis points of tariff pressure. On the bottom line, we delivered full-year earnings per share of…
…at this, coordinating product across functions, geographies, channels, and partners, all while tariffs were changing the global supply chain landscape week to week. Looking forward,…
…as we progress through the year by mitigating as much of the tariff impact as possible. Third, to continue to invest in tools and technologies…
…decline in operating margin was driven primarily by 360 basis points of tariff expense, which was partially offset in gross margin by 140 basis points…
Where the listed words were said
…with inventory at cost up 5% with approximately 3 points related to tariffs. Inventory units were also up 5%, including approximately 3 points related to…
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…
…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.…
We recently launched baby and toddler, which is also very exciting, so we can now capture that customer from age zero, you know, and carry…
…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