Walmart (WMT): FY26 Q2 earnings call, Aug 21, 2025
On its Aug 21, 2025 earnings call (FY26 Q2), Walmart said 14 of the 19 words Kalshi listed; Parrot’s count agreed with all 19 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
19 words · 14 settled yes · our count agreed on 19 of 19- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Sam's Club | Yes | 13 | 13 | ✓ | 94%transcripts from the transcript model | – |
| China | Yes | 7 | 7 | ✓ | 92%transcripts from the transcript model | – |
| Back-to-school | Yes | 5 | 5 | ✓ | 69%transcripts from the transcript model | – |
| Q3 | Yes | 4 | 4 | ✓ | 81%transcripts from the transcript model | – |
| Automation | Yes | 2 | 2 | ✓ | 88%transcripts from the transcript model | – |
| Gross margin | Yes | 2 | 8 | ✓ | 87%transcripts from the transcript model | – |
| Profit faster than sales | Yes | 2 | 2 | ✓ | 79%transcripts from the transcript model | – |
| Omnichannel | Yes | 1 | 1 | ✓ | 74%transcripts from the transcript model | – |
| President | Yes | 1 | 1 | ✓ | 74%transcripts from the transcript model | – |
| Health and wellness | Yes | 1 | 1 | ✓ | 71%transcripts from the transcript model | – |
| Bentonville | Yes | 1 | 1 | ✓ | 67%transcripts from the transcript model | – |
| Brick-and-mortar | Yes | 1 | 1 | ✓ | 45%transcripts from the transcript model | – |
| Operating margin | Yes | 1 | 1 | ✓ | 29%transcripts from the transcript model | – |
| Free cash flow | Yes | 1 | 1 | ✓ | 26%transcripts from the transcript model | – |
| Capex | No | 0 | 0 | ✓ | 64%transcripts from the transcript model | – |
| Dividend | No | 0 | 0 | ✓ | 57%transcripts from the transcript model | – |
| Sustainability | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Retention | No | 0 | 0 | ✓ | 29%transcripts from the transcript model | – |
| Crypto / Bitcoin | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
13 matches for “Sam's Club”; 5 quoted, at least 25 words apart.
…from Walmart US, Kath McLay from Walmart International, and Chris Nicholas from Sam's Club. For additional detail on our results, including highlights by segment, please…
…globally with all segments exceeding 20% growth led by Walmart US and Sam's Club US at 26%. Customers are liking our faster delivery speed. From…
…of units and dollars sold and inventory sell-through at both Walmart and Sam's Club. Our top back-to-school items had a lower price than last year,…
…be led by store fulfilled pickup and delivery in three p marketplace. Sam's Club US comp sales ex fuel, increased nearly 6% with strong growth…
…growth accelerating along with spend per member, frequency, and renewals all driving Sam's Club US results. Earlier this month, we opened a new club in…
Where the listed words were said
…Connect in the US, ex VIZIO, grew more than 30%. Advertising at Sam's Club US was up 24%, and we saw 15% growth in international…
…sales up more than 10% in constant currency, led by strength in China, Womx, and Flipkart. We saw broad-based growth across product categories and seasonal…
…In terms of positioning inventory at a clean sell-through early and back to school. Our fashion business in particular, has been great. More and more…
…Q1 and Q2, as well as continued inflation in claims cost in Q3 and Q4 although we do not expect the same magnitude of increases…
…of share gains while investing in our associates, in our supply chain automation in stores and clubs, and in AI and technology. Now I'll get…
…go through the quarter, we'll be watching price gaps. We'll be watching gross margins. We'll watching bottom line profitability. We'll do what we need to…
…our annual guidance in a minute. We're still driving towards growing profit faster than sales this year, and that's reflected in our guidance. Importantly, the…
…this year positions us well for sustained sales growth momentum and stronger omnichannel advantages into future years. As the cost of goods environment settles, we…
…is being recorded. I'll now turn the conference over to Steph Wissink, Senior Vice President, Investor Relations. Steph, you may begin. Thank you. Welcome, everyone.
…category mix remains a headwind. As sales growth in grocery and health and wellness outpaced general merchandise. In international, gross profit rate declined with continued…
…of our earnings stream. We are more than just a standard brick and mortar retail business. We have a much more diversified set of profit…
…currency basis. Driven by stronger than expected sales and continued on underlying operating margins, offset by higher claims cost. Adjusted EPS was up 1.5% to…
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