Will Carvana say “Tariff”?
Carvana said “Tariff” 3 times on its Jul 29, 2026 call (FY26 Q2), and on 6 of its last 8 calls: 0, 1, 5, 2, 1, 0, 1, 3 times. As of Oct 23, 2026, Carvana said “Tariff” on 2 of 3 calls with a settled Kalshi mention market since Feb 19, 2026 (67%), most recently on Jul 29, 2026. Parrot’s p for the next listing is 68% (n=3, from settlement history blended with transcripts), not a forecast.
- Last 10
- 2/3Last 10 settled, oldest to newest: no yes yes
- Streak
- said the last 2 times
- Counts
- company speakers + operator
- Market
- 70¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Carvana
Tariff
- Probability
- 68% · n=3
- Settled
- 2/3 (67%)
- Last calls
- said in 6 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
3 counted (1 in prepared remarks, 2 in Q&A).
…unit growth and adjusted EBITDA margin. Non-GAAP Retail GPU decreased by $105, primarily driven by lapping the approximately $100 benefit from tariff-related effects last year.
…I think there's some pretty clear year-over-year impact. Last year, we had tariff benefits that was around $100. Gas prices moved up pretty dramatically throughout…
Counts: company speakers + operator
1 counted (1 in prepared remarks, 0 in Q&A); 1 by speakers the rule does not count.
…to increase sequentially, but to decrease year-over-year due to approximately $100 of tariff-related benefits last year, lower shipping fees and higher non-vehicle costs this year,…
…just kind of a bigger picture question? You know, new vehicle prices, tariffs, gas prices, do you think there's some portion of people tapping out…
Not counted under this market’s speaker rule.
Counts: company speakers + operator (not listed here; the usual rule)
1 counted (0 in prepared remarks, 1 in Q&A).
…market. We attribute that to some effects from the late March auto tariff announcements. I think on the contrary, Q3 was a bit of a…
Every settled listing
newest first · 3 shown
KalshiQuestions
- How many times did Carvana say “Tariff” on its last earnings call?
- Carvana said “Tariff” 3 times on its Jul 29, 2026 call (FY26 Q2), and on 6 of its last 8 calls: 0, 1, 5, 2, 1, 0, 1, 3 times.
- How often does Carvana say “Tariff”?
- As of Oct 23, 2026, Carvana said “Tariff” on 2 of 3 calls with a settled Kalshi mention market since Feb 19, 2026 (67%), most recently on Jul 29, 2026.
- What is the probability Carvana says “Tariff” next time?
- 68%, from settlement history blended with transcripts (n=3). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: company speakers + operator.
Cite parrot.markets, “Carvana: ‘Tariff’ mention history”, as of Oct 23, 2026, https://parrot.markets/earnings/CVNA/words/tariff (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=carvana&word=tariff · quotes: /api/v1/quotes?entity=carvana&word=… · columnar JSON in #parrot-data · llms.txt · MCP