Smithfield Foods (SFD): FY26 Q3 earnings call, Oct 27, 2026
On its Oct 27, 2026 earnings call (FY26 Q3), Smithfield Foods said 11 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 11 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Holiday | Yes | 5 | 5 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Nathan’s Famous | Yes | 5 | 5 | ✓ | 82%n=1+tx from settlement history blended with transcripts | – |
| Hot Dog | Yes | 5 | 5 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Sioux Falls | Yes | 5 | 6 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Export | Yes | 4 | 5 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Eckrich | Yes | 3 | 3 | ✓ | 82%n=1+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 3 | 3 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| Inflation | Yes | 2 | 2 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| Tailwind | Yes | 1 | 1 | ✓ | 71%n=1+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 1 | 1 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| China | Yes | 1 | 1 | ✓ | 34%n=1+tx from settlement history blended with transcripts | – |
| Automation | No | 0 | 0 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| Hot Honey | No | 0 | 0 | ✓ | 28%n=1+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 27, 2026 15:07 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
3 matches for “Mexico”; 3 quoted, at least 25 words apart.
…export opportunities due to increasing pork supply in key markets such as Mexico and China, as well as ongoing tariffs. This has resulted in a…
…availability created a more competitive environment for U.S. pork exports, particularly in Mexico and Asia, which adversely impacted volume and sales margins. Turning to hog…
…some of the stats, you got global production up 0.7%. We've got Mexico up anywhere from 3%-5%. We've got total global protein production up 1%,…
Where the listed words were said
…Reserve label, three new brat flavors, and just in time for the holidays, cranberry brown sugar glazed spiral hams. The sales momentum continues for premium…
…above $1 billion in operating profit. Second, we completed the acquisition of Nathan's Famous, bolstering our packaged meats portfolio, expanding our opportunities to grow this…
…bacon was up 0.9 points, packaged lunch meat was up 0.8 points, hot dogs up 0.7 points, and cooked dinner sausage up 0.2 points. In…
…financial position. Capital expenditures for the first nine months of 2026 were $281 million, including $37 million related to the proposed new Sioux Falls facility.
…are. Then you look globally and you also see that some key export markets remain really challenged right now. When we look at this current…
…have increased our brand investment, focusing on our three national brands, Smithfield, Eckrich, and Nathan's. In August, we kicked off our new Eckrich marketing partnership…
…environment is our culture of continuous improvement. During the third quarter, inflationary headwinds persisted, but we were able to partially mitigate that through operational efficiency.…
We do still see those consumer headwinds and persistent inflation in freight, diesel, and resin. Those are mitigating factors, but again, looking at a very…
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