Abercrombie (ANF): FY27 Q1 earnings call, May 27, 2026
On its May 27, 2026 earnings call (FY27 Q1), Abercrombie said 9 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 · 9 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 |
|---|---|---|---|---|---|---|
| Tariff | Yes | 21 | 21 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 11 | 11 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| Consecutive | Yes | 7 | 7 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | Yes | 6 | 6 | ✓ | 63%n=1+tx from settlement history blended with transcripts | – |
| Baby / Toddler | Yes | 2 | 2 | ✓ | 56%n=1+tx from settlement history blended with transcripts | – |
| International | Yes | 2 | 2 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – |
| Sperry | Yes | 2 | 2 | ✓ | 17%transcripts from the transcript model | – |
| Closure | Yes | 1 | 1 | ✓ | 84%n=1+tx from settlement history blended with transcripts | – |
| Gigi Perez | Yes | 1 | 1 | ✓ | 17%transcripts from the transcript model | – |
| NFL | No | 0 | 0 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| Taco Bell | No | 0 | 0 | ✓ | 65%n=1+tx from settlement history blended with transcripts | – |
| Luxury | No | 0 | 0 | ✓ | 21%n=1+tx from settlement history blended with transcripts | – |
| Vintage / Archive | No | 0 | 0 | ✓ | 16%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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
21 matches for “Tariff”; 5 quoted, at least 25 words apart.
…our expectations. Operating margin of 8% exceeded our plan, reflecting slightly lower tariff rates. Earnings per share of $1.47 was above our expected range. We…
…categories. Second, to stabilize growth margins by mitigating external cost pressures, including tariffs. Third, to continue to invest in tools and technologies, including AI, to…
…delivered modest year-over-year gross margin expansion in the first quarter as lower tariff rates and our mitigation efforts took hold. Our customers have responded positively…
…and foreign currency gross margin favorability, as 180 basis points of year-over-year tariff pressure was fully offset by favorable freight costs. Tariff expense was lower…
…the Q1 outperformance and the current environment into our full-year outlook. On tariffs, our 2026 outlook assumes a 15% tariff on all global imports into…
Where the listed words were said
…operating margin remains unchanged. We've applied for around $100 million in IEEPA tariff refunds. We have not assumed any benefit from these in our outlook.
…net sales for the 14th consecutive quarter, setting a record Q1 despite headwinds in the Middle East and other select countries in EMEA. On the…
…April and moving forward. On the brands, Abercrombie brands posted a second consecutive quarter of net sales growth, up 3% over last year on flat…
…we're also looking at how the buying process is evolving, particularly as AI advances, and we're testing new ways to bring our brands to those…
…find new categories to serve our customers, like we are with Abercrombie baby and toddler. We're also looking beyond our owned and operated channels, developing…
…partnered with Kappa, the Italian sportswear brand, with a deep connection to international football on a collection of men's and women's pieces. We believe we…
…highlight Abercrombie's elevated lifestyle brand positioning. Most recently, we teamed up with Sperry to renew a relationship that was first established in the 1930s on…
…net store openers, with our 50 new stores outpacing around 20 anticipated closures. We expect net store openings to be relatively balanced across brands, but…
…season well underway here in the U.S., Hollister was excited to showcase Gigi Perez and her updated version of the iconic Green Day song, "Time…
Agents: this page as TSV at /api/v1/appearances/abercrombie:2026-05-27:earnings_call · words: /api/v1/brief?appearance=abercrombie:2026-05-27:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP