Nike (NKE): FY26 Q3 earnings call, Mar 31, 2026
On its Mar 31, 2026 earnings call (FY26 Q3), Nike said 8 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
16 words · 8 settled yes · our count agreed on 16 of 16- 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 |
|---|---|---|---|---|---|---|
| China | Yes | 15 | 17 | ✓ | 97%n=3+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 8 | 8 | ✓ | 90%n=2+tx from settlement history blended with transcripts | – |
| Supply Chain | Yes | 6 | 6 | ✓ | 84%n=3+tx from settlement history blended with transcripts | – |
| Sustainable | Yes | 3 | 3 | ✓ | 88%n=2+tx from settlement history blended with transcripts | – |
| Skims / NikeSKIMS | Yes | 1 | 1 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| Dividend | Yes | 1 | 1 | ✓ | 30%n=1+tx from settlement history blended with transcripts | – |
| Retailer | Yes | 1 | 1 | ✓ | 21%n=2+tx from settlement history blended with transcripts | – |
| Direct to Consumer / DTC | Yes | 1 | 1 | ✓ | 14%n=2+tx from settlement history blended with transcripts | – |
| Holiday | No | 0 | 0 | ✓ | 86%transcripts from the transcript model | – |
| Sabrina | No | 0 | 0 | ✓ | 70%n=2+tx from settlement history blended with transcripts | – |
| Express Lane | No | 0 | 0 | ✓ | 48%n=2+tx from settlement history blended with transcripts | – |
| Nike Factory | No | 0 | 0 | ✓ | 45%n=2+tx from settlement history blended with transcripts | – |
| Amazon | No | 0 | 0 | ✓ | 40%n=2+tx from settlement history blended with transcripts | – |
| Consumer Demand | No | 0 | 0 | ✓ | 16%n=3+tx from settlement history blended with transcripts | – |
| Stranger Thing | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Digital Sales | No | 0 | 0 | ✓ | 10%n=3+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.
32 matches for “North America”; 5 quoted, at least 25 words apart.
…and win back market share. We focused on paying it all off in North America, our largest geography that drives nearly half of our business.
…is a critical step in our return to double-digit EBIT margins. Many of our win now actions are being paid off first in North America.
…World Cup, Super Bowl and the 2028 Olympics. Across all dimensions in North America, our wholesale momentum is accelerating. In sporty goods, DICK's and Academy…
…of accelerating sell-through. If running shows what our sport offense can do, North America shows the power of our complete portfolio in an elevated, integrated…
…basis, primarily due to 300 basis points associated with higher tariffs in North America. SG&A was up 2% on a reported basis versus the prior…
Where the listed words were said
…EMEA, you'll see us show up more as a local Nike. Greater China, too, will benefit from a more local approach and closer connection with…
…single digits, while units were down high single digits with the spread primarily due to tariffs. Closeout units remain low and the mix is healthy.
…charge we incurred this quarter due to employee-related severance costs, primarily in supply chain and technology. During the pandemic, we accelerated investments across supply chain…
…the marketplace, the quality of our revenue, and the foundation for more sustainable growth ahead. As we were removing unhealthy inventory, we focused first on…
We had a strong launch of NikeSKIMS in Australia and Korea and launched new cricket footwear innovation at the T20 Cricket World Cup. Nike flagship…
…lined up around driving a more integrated and elevated marketplace. Ultimately, that's what's gonna pay dividends for us and build the foundation for future growth.
…by supporting world-class racers and events, and building long-term partnerships with the retailers who authentically serve outdoor athletes. The outdoors is a tremendous opportunity for…
…on the call understands. We had been servicing our consumers with a direct-to-consumer model, and now we are moving to serve the consumers wherever, however…
Agents: this page as TSV at /api/v1/appearances/nike:2026-03-31:earnings_call · words: /api/v1/brief?appearance=nike:2026-03-31:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP