Kroger (KR): FY27 Q2 earnings call, Sep 11, 2026
On its Sep 11, 2026 earnings call (FY27 Q2), Kroger said 7 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
13 words · 7 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Tariff | Yes | 6 | 8 | ✓ | 33%n=3+tx from settlement history blended with transcripts | Hear it 16:59, Tariff | – |
| Giant Eagle | Yes | 5 | 6 | ✓ | 16%transcripts from the transcript model | Hear it 12:36, Giant Eagle | – |
| Produce | Yes | 4 | 4 | ✓ | 63%n=3+tx from settlement history blended with transcripts | Hear it 2:15, Produce | – |
| GLP-1 | Yes | 2 | 2 | ✓ | 85%n=3+tx from settlement history blended with transcripts | Hear it 15:22, GLP-1 | – |
| SNAP / Food Stamp | Yes | 2 | 2 | ✓ | 73%n=3+tx from settlement history blended with transcripts | Hear it 7:51, SNAP / Food Stamp | – |
| Deflation | Yes | 1 | 1 | ✓ | 66%n=1+tx from settlement history blended with transcripts | Hear it 15:53, Deflation | – |
| Instacart | Yes | 1 | 1 | ✓ | 56%n=3+tx from settlement history blended with transcripts | Hear it 8:36, Instacart | – |
| AI | No | 0 | 0 | ✓ | 90%transcripts from the transcript model | – | |
| Dividend | No | 0 | 0 | ✓ | 53%n=3+tx from settlement history blended with transcripts | – | |
| Aldi | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – | |
| Iran / Middle East | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – | |
| Economy | No | 0 | 0 | ✓ | 33%n=3+tx from settlement history blended with transcripts | – | |
| Albertsons | No | 0 | 0 | ✓ | 26%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.
Where the listed words were said
…This improvement was primarily driven by e-commerce profitability and media, pharmacy mix, tariff refunds, and sourcing initiatives. These benefits were partially offset by higher shrink,…
…should do. Let me also briefly touch on our planned acquisition of Giant Eagle. At its core, this is about serving more customers in more…
…roughly 35 basis points of total company IDs without fuel, reflecting the impact of produce categories. Our identical sales without fuel grew 0.2% this quarter.
…bakery all delivered strong results in the quarter. Within pharmacy, the core business was healthy, scripts grew, and we saw continued momentum in GLP-1 medications.
…Unit growth has slowed since the start of the year. Reductions in SNAP benefits, higher fuel prices, and softer consumer confidence are all putting pressure…
…company IDs without fuel from produce alone. The lingering effect of egg deflation was another 30 basis point headwind. Taken together, these headwinds represented a…
In August, we launched a new grocery and prescription delivery offering with Instacart, allowing customers to combine groceries and eligible prescriptions into a single order…
Agents: this page as TSV at /api/v1/appearances/kroger:2026-09-11:earnings_call · words: /api/v1/brief?appearance=kroger:2026-09-11:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP