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.
5 matches for “Supply Chain”; 5 quoted, at least 25 words apart.
…Sport Offense, while also taking meaningful steps to simplify and accelerate our supply chain and technology. As our foundation improves, the Sport Offense is starting…
…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…
…points versus the prior year, which included additional severance costs related to supply chain actions in North America and EMEA we highlighted last quarter. We…
…and taking actions to structurally improve the efficiency and profitability of our supply chain, as well as Nike's overall business. With that, I will pass…
…improve our gross margins, really focused on taking out costs of our supply chain in the make of our product. The actions that we took…
Where the listed words were said
…across our geographies. We're focused on what we can control, bringing each sport together across product, brand, marketplace, and operations, and deepening our connections with…
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 our team culture, innovative product, brand strength, and how we serve consumers in our countries and cities. We're making meaningful structural improvements in each…
…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…
…with the Chinese High School Basketball League and its 600 teams to Jordan's The One tournament in 20 cities around the world. In running, we…
…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…
…Mercurial pack coming back next year with the Women's World Cup. I'm excited. We're hosting a bunch of retailers yesterday and today in New York.
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