Will Toast say “Tariff”?
Toast said “Tariff” 3 times on its Aug 4, 2026 call (FY26 Q2), and on 6 of its last 8 calls: 0, 0, 3, 3, 1, 2, 1, 3 times. As of Oct 24, 2026, Toast said “Tariff” on the only call with a settled Kalshi mention market so far, on Aug 4, 2026. Parrot’s p for the next listing is 75% (n=1, from settlement history blended with transcripts), not a forecast.
- Last 10
- 1/1Last 10 settled, oldest to newest: yes
- Streak
- said last time
- Counts
- company speakers + operator
- Market
- 47¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Toast
Tariff
- Probability
- 75% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 6 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
3 counted (3 in prepared remarks, 0 in Q&A); 1 by speakers the rule does not count.
During the quarter, we received a tariff refund of approximately $10 million that was not contemplated in our Q2 guidance. Based on the current landscape,…
…reflects strong top-line execution, continued discipline across the cost structure, and the tariff refund benefit. Free cash flow was $130 million in the second quarter,…
Counts: company speakers + operator (not listed here; the usual rule)
1 counted (1 in prepared remarks, 0 in Q&A).
…13% of our recurring gross profit streams. We are leaning into our customer acquisition momentum across all of our TAMs and absorbing higher tariff costs.
Counts: company speakers + operator (not listed here; the usual rule)
2 counted (2 in prepared remarks, 0 in Q&A).
…addition to capitalizing on our customer acquisition momentum, we are absorbing higher tariff costs, our strong overall unit economics and scale enable us to do…
…In addition to the investments we're making in future growth and higher tariff costs, our guidance also includes approximately 150 basis points of negative impact…
Every settled listing
newest first · 1 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Aug 4, 2026 | Tariff |  Kalshi | Yes | 3 |
Questions
- How many times did Toast say “Tariff” on its last earnings call?
- Toast said “Tariff” 3 times on its Aug 4, 2026 call (FY26 Q2), and on 6 of its last 8 calls: 0, 0, 3, 3, 1, 2, 1, 3 times.
- How often does Toast say “Tariff”?
- As of Oct 24, 2026, Toast said “Tariff” on the only call with a settled Kalshi mention market so far, on Aug 4, 2026.
- What is the probability Toast says “Tariff” next time?
- 75%, 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, “Toast: ‘Tariff’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/TOST/words/tariff (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=toast&word=tariff · quotes: /api/v1/quotes?entity=toast&word=… · columnar JSON in #parrot-data · llms.txt · MCP