Nike (NKE): FY26 Q4 earnings call, Jun 30, 2026
On its Jun 30, 2026 earnings call (FY26 Q4), Nike said 14 of the 25 words Kalshi and Polymarket listed; Parrot’s count agreed with all 25 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
25 words · 14 settled yes · our count agreed on 25 of 25- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Sport 5+ times | Yes | 47 | 47 | ✓ | 92%transcripts from the transcript model | – |
| Growth | Yes | 30 | 30 | ✓ | 96%transcripts from the transcript model | – |
| Revenue 5+ times | Yes | 29 | 29 | ✓ | 84%transcripts from the transcript model | – |
| Consumer | Yes | 24 | 24 | ✓ | 96%transcripts from the transcript model | – |
| China | Yes | 19 | 20 | ✓ | 97%n=4+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 16 | 16 | ✓ | 92%n=3+tx from settlement history blended with transcripts | – |
| World Cup | Yes | 10 | 10 | ✓ | 77%transcripts from the transcript model | – |
| Jordan | Yes | 6 | 6 | ✓ | 92%n=2+tx from settlement history blended with transcripts | – |
| Supply Chain | Yes | 5 | 5 | ✓ | 88%n=4+tx from settlement history blended with transcripts | – |
| Sustainable | Yes | 4 | 4 | ✓ | 89%n=3+tx from settlement history blended with transcripts | – |
| Foot Locker | Yes | 3 | 3 | ✓ | 54%transcripts from the transcript model | – |
| Dividend | Yes | 1 | 1 | ✓ | 48%n=2+tx from settlement history blended with transcripts | – |
| Retailer | Yes | 1 | 2 | ✓ | 38%n=3+tx from settlement history blended with transcripts | – |
| Oil | Yes | 1 | 1 | ✓ | 32%transcripts from the transcript model | – |
| Skims / NikeSKIMS | No | 0 | 0 | ✓ | 70%n=2+tx from settlement history blended with transcripts | – |
| Olympic / Olympics | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Sabrina | No | 0 | 0 | ✓ | 49%n=3+tx from settlement history blended with transcripts | – |
| Amazon | No | 0 | 0 | ✓ | 36%n=3+tx from settlement history blended with transcripts | – |
| Direct to Consumer / DTC | No | 0 | 1 | ✓ | 35%n=3+tx from settlement history blended with transcripts | – |
| Express Lane | No | 0 | 0 | ✓ | 33%n=3+tx from settlement history blended with transcripts | – |
| Nike Factory | No | 0 | 0 | ✓ | 33%n=3+tx from settlement history blended with transcripts | – |
| Beaverton | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| Pink | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Consumer Demand | No | 0 | 0 | ✓ | 14%n=4+tx from settlement history blended with transcripts | – |
| Digital Sales | No | 0 | 0 | ✓ | 10%n=4+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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
2 matches for “Overhead”; 2 quoted, at least 25 words apart.
…gross margin expansion earlier, beginning in Q1. We will continue to be disciplined with SG&A management, driving productivity benefits and operating overhead beginning in Q1.
…last quarter. We expect Q1 SG&A dollars to be flat, with operating overhead declining while demand creation grows high single digits as we invest into…
Where the listed words were said
…Importantly, it's what's enabled us to move about 8,000 teammates into vertical sport teams under our new operating model, the Sport Offense, while also taking…
All growth comparisons on the call today are presented on a year-over-year basis and are currency neutral unless otherwise noted. We will start with prepared…
…our outreach, and improving how we show up across channels. For the fiscal year, wholesale revenue grew 4%, led by double-digit growth in North America.
…across product, brand, marketplace, and operations, and deepening our connections with athletes, consumers, and partners. When those dimensions connect, they create the Nike multiplier. It's…
…better and creating a more profitable business. That's especially important in Greater China, a critical long-term growth market for Nike, where we are fully committed…
…versus the prior year. Stabilizing gross margins, excluding the impact of incremental tariffs, taking initial steps to reset our cost base and improve operating efficiency…
…through the Sport Offense. It's been an incredible few weeks of the World Cup. What feels different this time around is we're not treating the…
…not living up to our full potential, particularly in Nike Sportswear and Jordan streetwear, where sell-through remains challenged, impacting both current discounting and future order…
…As we strengthen NIKE, Inc.'s foundation, we're taking decisive action across our supply chain to lower cost, streamline operations, and rightsize our distribution network to…
…now is translating that brand strength into healthier demand, cleaner marketplaces, and sustainable growth. You can see the same energy in our broader product pipeline…
…to note is that our revenue growth and retail sales comp with Foot Locker was positive for the first time in four years, and we…
…finished yet. I'm confident our investments in the integrated marketplace will pay dividends for years to come. We're also investing in experiences in our key…
Agents: this page as TSV at /api/v1/appearances/nike:2026-06-30:earnings_call · words: /api/v1/brief?appearance=nike:2026-06-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP