Kroger (KR): FY26 Q4 earnings call, Mar 5, 2026
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.
UpdatedMarkets
12 words · 6 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 |
|---|---|---|---|---|---|---|
| AI / Artificial Intelligence | Yes | 9 | 11 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| GLP-1 | Yes | 2 | 2 | ✓ | 82%n=1+tx from settlement history blended with transcripts | – |
| Instacart | Yes | 2 | 2 | ✓ | 65%n=1+tx from settlement history blended with transcripts | – |
| Holiday | Yes | 1 | 1 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| Produce | Yes | 1 | 1 | ✓ | 53%n=1+tx from settlement history blended with transcripts | – |
| Ocado | Yes | 1 | 1 | ✓ | 47%n=1+tx from settlement history blended with transcripts | – |
| Dividend | No | 0 | 0 | ✓ | 84%n=1+tx from settlement history blended with transcripts | – |
| SNAP / Food Stamp | No | 0 | 0 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 62%n=1+tx from settlement history blended with transcripts | – |
| Economy | No | 0 | 0 | ✓ | 58%n=1+tx from settlement history blended with transcripts | – |
| Albertsons | No | 0 | 0 | ✓ | 53%n=1+tx from settlement history blended with transcripts | – |
| Personalization | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “AI”; 5 quoted, at least 25 words apart.
…intelligence work across the company, reinforcing the priority that we're placing on AI. Milen most recently served as President of 84.51°. We see AI as…
…shop today. Beyond new stores, our capital investments will support technology and AI, where we are investing aggressively. These investments serve 2 purposes: improving the…
…could just have a follow-up. I mean you have a newly created AI role. Can you maybe for Kroger as a whole, just talk about…
Krisztina, it's David. Let me take that one. Listen, we see AI as a big opportunity, and it's an area we're excited about. Obviously, Ron…
…results that you've been seeing from us are driven by technology and AI. And that's an area where I'd expect us to continue to invest.…
Where the listed words were said
…digital and where that's going, and we had the question previously on AI. I like the fact that we can be for you. We can…
…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…
…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…
…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…
…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…
…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