Kroger (KR): FY26 Q4 earnings call, Mar 5, 2026

Thu, Mar 5Earnings callSpeaker-labelled transcriptKroger

On its Mar 5, 2026 earnings call (FY26 Q4), Kroger said 6 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.

Updated

Markets

12 words · 6 settled yes · our count agreed on 12 of 12

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
AI / Artificial Intelligence Yes911✓89%n=1+tx from settlement history blended with transcripts–
GLP-1 Yes22✓82%n=1+tx from settlement history blended with transcripts–
Instacart Yes22✓65%n=1+tx from settlement history blended with transcripts–
Holiday Yes11✓68%n=1+tx from settlement history blended with transcripts–
Produce Yes11✓53%n=1+tx from settlement history blended with transcripts–
Ocado Yes11✓47%n=1+tx from settlement history blended with transcripts–
Dividend No00✓84%n=1+tx from settlement history blended with transcripts–
SNAP / Food Stamp No00✓80%n=1+tx from settlement history blended with transcripts–
Tariff No00✓62%n=1+tx from settlement history blended with transcripts–
Economy No00✓58%n=1+tx from settlement history blended with transcripts–
Albertsons No00✓53%n=1+tx from settlement history blended with transcripts–
Personalization No00✓30%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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Ronald Sargentcompany“AI / Artificial Intelligence” · prepared

…we also elevated Milen Mahadevan for a newly created role to lead artificial intelligence work across the company, reinforcing the priority that we're placing on…

David John Kennerleycompany“GLP-1” · prepared

…had another strong quarter led by growth in both core scripts and GLP-1s. That said, Pharmacy contributed nearly 50 basis points less than in the…

Ronald Sargentcompany“Instacart” · prepared

…we wouldn't otherwise capture. They're incremental, and they are profitable. Together with Instacart, we expect our convenience offerings to deliver over $1.5 billion in sales…

Ronald Sargentcompany“Holiday” · prepared

…value perception with our customers. We also added store hours during the holidays, particularly in high traffic departments, so more associates were available when customers…

Gregory Forancompany“Produce” · qa

…it right, are anchored around a pretty good fresh offering, whether that's produce or meat or bakery, deli or seafood, really extensive grocery assortment. Some…

Gregory Forancompany“Ocado” · qa

…hard at it and made, I think, some really good decisions around Ocado, around getting new stores up and running, around getting remodels back underway.…

Agents: this page as TSV at /api/v1/appearances/kroger:2026-03-05:earnings_call · words: /api/v1/brief?appearance=kroger:2026-03-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP