Will Smithfield Foods say “China”?

Smithfield Foods did not say “China” on its Aug 11, 2026 call (FY26 Q2); it said it on 3 of its last 7 calls: 0, 10, 3, 0, 0, 2, 0 times. As of Oct 24, 2026, Smithfield Foods did not say “China” on the only call with a settled Kalshi mention market so far, on Mar 24, 2026. Parrot’s p for the next listing is 34% (n=1, from settlement history blended with transcripts), not a forecast.

34%from settlement history blended with transcripts · n=1Next: Earnings call, Oct 27, 2026 · counts: company speakers + operator
Last 10
0/1Last 10 settled, oldest to newest: no
Streak
not said last time
Counts
company speakers + operator
Market
28¢ Kalshi (may be delayed)
Updated

Where it was said

quotes of at most 25 words; select an appearance

Smithfield Foods

China

Probability
34% · n=1
Settled
0/1 (0%)
Last calls
said in 3 of 7

Next listing counts: company speakers + operator

FY26 Q2 earnings call, Aug 11, 2026 · not said

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FY26 Q1 earnings call, Apr 28, 2026 · said 2 times (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

2 counted (2 in prepared remarks, 0 in Q&A).

Shane SmithcompanypreparedIn transcript

…production volume in our East Coast operations due to temporary winter storm disruptions as well as lower gross margin as China export volumes decreased year-over-year.

Mark HallcompanypreparedIn transcript

…East Coast operations, as well as lower gross margins driven by lower China export volumes year-over-year. We were able to partially offset these headwinds with…

FY25 Q4 earnings call, Mar 24, 2026 · not said

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FY25 Q3 earnings call, Oct 28, 2025 · not said

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FY25 Q2 earnings call, Aug 12, 2025 · said 3 times (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

3 counted (3 in prepared remarks, 0 in Q&A).

C. Shane SmithcompanypreparedIn transcript

…to flex production over the course of the quarter. We navigated the China tariff disruption, minimizing the impact by selling into alternative countries and channels,…

Mark L. HallcompanypreparedIn transcript

…we believe our 2025 range for Fresh Pork addresses the risk that China or other export market tariffs could again be prohibited. For Hog Production,…

Every match in the transcript

FY25 Q1 earnings call, Apr 29, 2025 · said 10 times (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

10 counted (0 in prepared remarks, 10 in Q&A); 2 by speakers the rule does not count.

Shane SmithcompanyqaIn transcript

Yes, thanks Megan. So as it relates to China, from an industry standpoint, we can’t underestimate the importance that China has been to the overall…

Every match in the transcript

FY24 Q4 earnings call, Mar 25, 2025 · not said

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Every settled listing

newest first · 1 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Mar 24, 2026ChinaKalshiNo0

Questions

How many times did Smithfield Foods say “China” on its last earnings call?
Smithfield Foods did not say “China” on its Aug 11, 2026 call (FY26 Q2); it said it on 3 of its last 7 calls: 0, 10, 3, 0, 0, 2, 0 times.
How often does Smithfield Foods say “China”?
As of Oct 24, 2026, Smithfield Foods did not say “China” on the only call with a settled Kalshi mention market so far, on Mar 24, 2026.
What is the probability Smithfield Foods says “China” next time?
34%, from settlement history blended with transcripts (n=1). 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, “Smithfield Foods: ‘China’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/SFD/words/china (CC BY 4.0)

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