Smithfield Foods (SFD): FY25 Q4 earnings call, Mar 24, 2026
On its Mar 24, 2026 earnings call (FY25 Q4), Smithfield Foods said 11 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 11 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|
| Sioux Falls | Yes | 8 | 10 | ✓ | 18%transcripts from the transcript model | – |
| Automation | Yes | 7 | 8 | ✓ | 84%transcripts from the transcript model | – |
| Tailwind | Yes | 4 | 6 | ✓ | 40%transcripts from the transcript model | – |
| Nathan’s Famous | Yes | 4 | 4 | ✓ | 30%transcripts from the transcript model | – |
| Tariff | Yes | 3 | 3 | ✓ | 91%transcripts from the transcript model | – |
| Headwind | Yes | 3 | 4 | ✓ | 53%transcripts from the transcript model | – |
| Hot Dog | Yes | 3 | 4 | ✓ | 18%transcripts from the transcript model | – |
| Holiday | Yes | 2 | 2 | ✓ | 84%transcripts from the transcript model | – |
| Inflation | Yes | 2 | 3 | ✓ | 81%transcripts from the transcript model | – |
| Export | Yes | 1 | 1 | ✓ | 82%transcripts from the transcript model | – |
| Eckrich | Yes | 1 | 1 | ✓ | 48%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 68%transcripts from the transcript model | – |
| Hot Honey | No | 0 | 0 | ✓ | 44%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 “Automation”; 5 quoted, at least 25 words apart.
…We streamlined our Packaged Meats portfolio, exited non-core and high-cost operations, accelerated automation and built an accountable culture focused on profitable growth. This hard work…
…expanding adjacent channel opportunities such as pet food and pharmaceuticals, increasing automation, plant efficiency, yield optimization and supply chain savings and optimizing harvest…
…provider that will provide the benefits of artificial intelligence and robotic process automation for administrative and transactional work in our finance operations. This partnership gives…
…both top and bottom line growth. This consists primarily of various plant automation and improvement projects, as we continue to lower our manufacturing cost structure…
…strategies Shane just reviewed. This includes continued innovation, improved asset utilization, accelerated automation initiatives and cost savings that will help us achieve another record-setting…
Where the listed words were said
…build a new state-of-the-art packaged meats and fresh pork processing facility in Sioux Falls, South Dakota. Building this innovative new plant from the ground up…
…of that facility makes it very difficult to implement some of the automation and technology that we as a company are really rolling out across…
…Z and Millennials. We believe all these factors serve as a long-term tailwind for pork, and we expect 2026 to be another year of increased…
…in 2026. In January, we entered into a definitive agreement to acquire Nathan's Famous for $102 per share. Successfully closing this acquisition will be immediately…
…execution amid a compressed industry market spread and trade disruptions due to tariffs. And Hog Production achieved its highest profit year since 2014, reflecting improved…
…First, I'd like to share our thoughts on potential market tailwinds and headwinds that could impact our 2026 results. First, tailwinds. We expect protein to…
No, it's a good question. So, as far as the total hot dog category, so this is for the total industry, obviously, we're seeing some…
…the extra week. So the extra week is falling after the Christmas holiday this year. So it's -- seasonally, it's a softer week in the…
…offers, which gave consumers reasons to keep coming back. Despite food away-from-home inflation nearly double that of food at home, we successfully grew foodservice volume…
…savings, which largely mitigated the impact of the compressed market spread and export market disruption on segment profitability. Fresh Pork sales of $8.3 billion increased…
…for 2026 in the retail channel for our 3 national brands: Smithfield, Eckrich and Nathan's. So in summary, we expect to grow Packaged Meats profitability…
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