McCormick (MKC): FY26 Q3 earnings call, Oct 1, 2026
On its Oct 1, 2026 earnings call (FY26 Q3), McCormick said 9 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
16 words · 9 settled yes · our count agreed on 16 of 16- 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 |
|---|---|---|---|---|---|---|---|
| CCI | Yes | 11 | 11 | ✓ | 89%transcripts from the transcript model | Hear it 17:32, CCI | – |
| Mexico | Yes | 10 | 11 | ✓ | 91%transcripts from the transcript model | Hear it 1:23, Mexico | – |
| Integration | Yes | 8 | 9 | ✓ | 85%transcripts from the transcript model | Hear it 2:21, Integration | – |
| Unilever | Yes | 6 | 8 | ✓ | 89%transcripts from the transcript model | Hear it 2:20, Unilever | – |
| Cholula | Yes | 6 | 7 | ✓ | 82%transcripts from the transcript model | Hear it 5:06, Cholula | – |
| China / Chinese | Yes | 5 | 5 | ✓ | 92%transcripts from the transcript model | Hear it 4:24, China / Chinese | – |
| Tariff | Yes | 4 | 4 | ✓ | 93%transcripts from the transcript model | Hear it 22:08, Tariff | – |
| Synergy | Yes | 4 | 5 | ✓ | 79%transcripts from the transcript model | Hear it 13:49, Synergy | – |
| Hot Sauce | Yes | 2 | 2 | ✓ | 78%transcripts from the transcript model | Hear it 4:56, Hot Sauce | – |
| Supply Chain | No | 0 | 3 | ✓ | 64%transcripts from the transcript model | – | |
| Knorr | No | 0 | 0 | ✓ | 48%transcripts from the transcript model | – | |
| Frank's RedHot | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – | |
| Hellmann's / Hellmann | No | 0 | 0 | ✓ | 35%transcripts from the transcript model | – | |
| Ducros | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – | |
| Maille | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – | |
| Marmite | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
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.
8 matches for “Unilever”; 5 quoted, at least 25 words apart.
…We remain confident in the strategic benefits of the proposed combination with Unilever Foods. Integration planning remains on track, and we continue to advance the…
…Marcos, I would like to provide a brief update on the planned Unilever Foods transaction on slide seven. Integration planning is advancing on schedule and…
…make progress in paying down debt, positioning us well ahead of the Unilever Foods close. As previously noted, at close of Unilever Foods, we expect…
…our 2026 commitments, investing behind advantage growth platforms, and planning for the Unilever Foods combination. Strong cash generation, a balanced capital allocation framework, and continued…
…As I think about, I think investors are very focused on the Unilever Foods business and where growth has been trending softer than envisioned at…
Where the listed words were said
…base business, including pricing, savings from our comprehensive continuous improvement program, or CCI, partially offset by increased freight costs. Selling, general, and administrative expenses,…
…supported by solid base business performance and accretion from the McCormick de Mexico acquisition. Organic growth reflected in consumer momentum in EMEA and Asia Pacific…
…established the planned future leadership team and operating model, mobilized a dedicated integration management office and cross-functional teams, and put global transition service agreements in…
…we delivered dollar and unit share gains for the fourth consecutive quarter, led by Cholula's expanded distribution, continued base business momentum, and increased household penetration.
…and seasonings, unit or volume share gains in Canada, France, Poland, and China continue to support global performance. In the U.S., as expected, we are…
…a 30 basis point impact from the supply constraint mentioned earlier. On tariffs, our cost assumptions, primarily related to the global 10% tariff, remain unchanged…
…on our standalone fiscal 2026 commitments as we prepare to unlock the growth capability and cost synergy benefits of the combination. Now, over to Marcos.
…areas like convenient fresh and seasoned salt and other innovation platforms that we have been launching. In addition, share gains in hot sauce and mustard.
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