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.

2 matches for “Vitacost”; 2 quoted, at least 25 words apart.

Ronald Sargentcompanyprepared

…satisfaction. As part of simplifying the business, we announced the sale of Vitacost and plan to close nearly 50 underperforming little clinic locations. We also…

David John Kennerleycompanyprepared

…our Florida fulfillment center and $300 million headwind from the sale of Vitacost partially offset by new store openings. We expect adjusted FIFO operating profit…

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…

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