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.
6 matches for “Tailwind”; 4 quoted, at least 25 words apart.
…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…
…fiscal 2026. First, I'd like to share our thoughts on potential market tailwinds and headwinds that could impact our 2026 results. First, tailwinds. We expect…
…and even talked about perhaps monitoring the herd health as a potential tailwind. So maybe you can just help us understand a little bit more…
…ask on the feed side, given lower feed costs were such a tailwind for you in Hog Production last year, and now, we've got maybe…
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…
…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…
…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…
…impacting the outlook for U.S. pork production and raw material costs. Potential headwinds that we're monitoring include a continued cautious consumer spending environment and a…
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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