Will Nike say “Tariff”?

Nike did not say “Tariff” on its Oct 1, 2026 call (FY27 Q1); it said it on 6 of its last 8 calls: 0, 2, 11, 11, 10, 8, 16, 0 times. As of Oct 24, 2026, Nike said “Tariff” on 4 of 5 calls with a settled Kalshi or Polymarket mention market since Sep 30, 2025 (80%), most recently on Jun 30, 2026. Parrot’s p for the next listing is 85% (n=5, from settlement history blended with transcripts), not a forecast.

85%from settlement history blended with transcripts · n=5Next: Earnings call, Dec 17, 2026 · counts: company speakers + operator
Last 10
4/5Last 10 settled, oldest to newest: yes yes yes yes no
Streak
not said last time
Counts
company speakers + operator
Market
67¢ Kalshi (may be delayed)
Updated

Where it was said

quotes of at most 25 words; select an appearance

Nike

Tariff

Probability
85% · n=5
Settled
4/5 (80%)
Last calls
said in 6 of 8

Next listing counts: company speakers + operator

FY27 Q1 earnings call, Oct 1, 2026 · not said

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FY26 Q4 earnings call, Jun 30, 2026 · said 16 times (counts)

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Counts: company speakers + operator

16 counted (15 in prepared remarks, 1 in Q&A).

Matt FriendcompanypreparedIn transcript

…versus the prior year. Stabilizing gross margins, excluding the impact of incremental tariffs, taking initial steps to reset our cost base and improve operating efficiency…

Matt FriendcompanypreparedIn transcript

…to our results, I want to address an unplanned benefit related to tariffs, which was recognized in the quarter and was not included in our…

Every match in the transcript

FY26 Q3 earnings call, Mar 31, 2026 · said 8 times (counts)

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Counts: company speakers + operator

8 counted (7 in prepared remarks, 1 in Q&A).

Matt FriendcompanypreparedIn transcript

…a reported basis, primarily due to 300 basis points associated with higher tariffs in North America. SG&A was up 2% on a reported basis versus…

Matt FriendcompanypreparedIn transcript

…single digits, while units were down high single digits with the spread primarily due to tariffs. Closeout units remain low and the mix is healthy.

Every match in the transcript

FY26 Q2 earnings call, Dec 18, 2025 · said 10 times (counts)

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Counts: company speakers + operator

10 counted (5 in prepared remarks, 5 in Q&A); 1 by speakers the rule does not count.

Elliott HillcompanypreparedIn transcript

…clean up and elevate the marketplace have put real pressures on margins. Tariffs have also obviously added a significant headwind to overcome. I want to…

Every match in the transcript

FY26 Q1 earnings call, Sep 30, 2025 · said 11 times (counts)

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FY25 Q4 earnings call, Jun 26, 2025 · said 11 times (counts)

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FY25 Q3 earnings call, Mar 20, 2025 · said 2 times (counts)

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FY25 Q2 earnings call, Dec 19, 2024 · not said

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Every settled listing

newest first · 7 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Oct 1, 2026TariffKalshiNo0
Jun 30, 2026TariffPolymarketYes16
Jun 30, 2026TariffKalshiYes16
Mar 31, 2026TariffKalshiYes8
Dec 18, 2025TariffPolymarketYes11
Dec 18, 2025TariffKalshiYes10
Sep 30, 2025TariffKalshiYes11

Questions

How many times did Nike say “Tariff” on its last earnings call?
Nike did not say “Tariff” on its Oct 1, 2026 call (FY27 Q1); it said it on 6 of its last 8 calls: 0, 2, 11, 11, 10, 8, 16, 0 times.
How often does Nike say “Tariff”?
As of Oct 24, 2026, Nike said “Tariff” on 4 of 5 calls with a settled Kalshi or Polymarket mention market since Sep 30, 2025 (80%), most recently on Jun 30, 2026.
What is the probability Nike says “Tariff” next time?
85%, from settlement history blended with transcripts (n=5). 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: ‘Tariff’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/NKE/words/tariff (CC BY 4.0)

Agents: this page as TSV at /api/v1/word?entity=nike&word=tariff · quotes: /api/v1/quotes?entity=nike&word=… · columnar JSON in #parrot-data · llms.txt · MCP