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.
39 matches for “Sport”; 5 quoted, at least 25 words apart.
…happen all at once. We have approached this comeback deliberately across brands, sports, geographies, and channels, with some parts of the portfolio moving faster than…
…on the areas that create the greatest impact. We focused on our sports offensive in running, our largest performance sport and in football, the beautiful…
…simply fixing what needs to be fixed. We're building brand by brand, sport by sport, country by country, partner by partner. We're reshaping our marketplace,…
…now actions. Aged inventory across the marketplace will be healthy, allowing our sports teams to consistently flow athlete-led, innovative, and coveted products in all sports…
…with the dimensions that I consider to be progressing fastest in the comeback. Nike Running was the first team to move into the sport offense.
Where the listed words were said
…company. At the same time, other parts of the portfolio, including Greater China, Converse, and Sportswear, are still earlier in their comebacks. We have new…
…a reported basis, primarily due to 300 basis points associated with higher tariffs in North America. SG&A was up 2% on a reported basis versus…
…running a key city offense. These moves require us to rewire our supply chain and upgrade our technology platforms. You saw the early signs of…
…assortments and presentations, which will all result in more balanced, profitable and sustainable growth across the integrated marketplace, owned and partnered, digital or physical. Because…
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