Will Nike say “Supply Chain”?
Nike said “Supply Chain” 6 times on its Oct 1, 2026 call (FY27 Q1), and on each of its last 8 calls: 4, 2, 2, 1, 2, 6, 5, 6 times. As of Oct 23, 2026, Nike said “Supply Chain” on 6 of 6 calls with a settled Kalshi or Polymarket mention market since Mar 20, 2025 (100%), most recently on Oct 1, 2026. Parrot’s p for the next listing is 93% (n=6, from settlement history blended with transcripts), not a forecast.
- Last 10
- 6/6Last 10 settled, oldest to newest: yes yes yes yes yes yes
- Streak
- said the last 6 times
- Counts
- company speakers + operator
- Market
- 86¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Nike
Supply Chain
- Probability
- 93% · n=6
- Settled
- 6/6 (100%)
- Last calls
- said in 8 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
6 counted (3 in prepared remarks, 3 in Q&A).
…first element is the work that is already underway to evolve our supply chain from a mostly fixed structure to one that is more flexible,…
…60 basis points compared to LY. The results included benefits from our supply chain cost management efforts and FX tailwinds, partially offset by increased discounts…
Counts: company speakers + operator
5 counted (4 in prepared remarks, 1 in Q&A).
…Sport Offense, while also taking meaningful steps to simplify and accelerate our supply chain and technology. As our foundation improves, the Sport Offense is starting…
…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…
Counts: company speakers + operator
6 counted (6 in prepared remarks, 0 in Q&A).
…running a key city offense. These moves require us to rewire our supply chain and upgrade our technology platforms. You saw the early signs of…
Every settled listing
newest first · 8 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Oct 1, 2026 | Supply Chain |  Kalshi | Yes | 6 |
| Jun 30, 2026 | Supply Chain |  Polymarket | Yes | 5 |
| Jun 30, 2026 | Supply Chain | Kalshi | Yes | 5 |
| Mar 31, 2026 | Supply Chain | Kalshi | Yes | 6 |
| Dec 18, 2025 | Supply Chain | Polymarket | Yes | 2 |
| Dec 18, 2025 | Supply Chain | Kalshi | Yes | 2 |
| Sep 30, 2025 | Supply Chain | Kalshi | Yes | 1 |
| Mar 20, 2025 | Supply chain | Kalshi | Yes | 2 |
Questions
- How many times did Nike say “Supply Chain” on its last earnings call?
- Nike said “Supply Chain” 6 times on its Oct 1, 2026 call (FY27 Q1), and on each of its last 8 calls: 4, 2, 2, 1, 2, 6, 5, 6 times.
- How often does Nike say “Supply Chain”?
- As of Oct 23, 2026, Nike said “Supply Chain” on 6 of 6 calls with a settled Kalshi or Polymarket mention market since Mar 20, 2025 (100%), most recently on Oct 1, 2026.
- What is the probability Nike says “Supply Chain” next time?
- 93%, from settlement history blended with transcripts (n=6). 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, “Nike: ‘Supply Chain’ mention history”, as of Oct 23, 2026, https://parrot.markets/earnings/NKE/words/supply-chain (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=nike&word=supply%20chain · quotes: /api/v1/quotes?entity=nike&word=… · columnar JSON in #parrot-data · llms.txt · MCP