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.
16 matches for “Tariff”; 5 quoted, at least 25 words apart.
…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…
…to our results, I want to address an unplanned benefit related to tariffs, which was recognized in the quarter and was not included in our…
…the recognition of a one-time benefit of $986 million, offsetting the IEEPA tariffs embedded within cost of sales that had been expensed through the income…
Tariffs remain a dynamic cost headwind that we expect to continue looking forward, and so I will share more on our rate assumptions later in…
…margin was 49.2%, up 890 basis points versus the prior year, driven by a 900 basis point benefit related to recovery of IEEPA tariffs. ]
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…
…per share for the quarter was $0.72, and excluding the benefit on tariff recovery, was $0.20. Inventory was flat versus the prior year with continued…
…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…
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