Walmart (WMT): FY26 Q3 earnings call, Nov 20, 2025
On its Nov 20, 2025 earnings call (FY26 Q3), Walmart said 8 of the 14 words Kalshi and Polymarket listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 8 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Automation | Yes | 5 | 5 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 5 | 11 | ✓ | 89%transcripts from the transcript model | – |
| Omnichannel | Yes | 4 | 4 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| Automotive | Yes | 2 | 2 | ✓ | 60%transcripts from the transcript model | – |
| Dividend | Yes | 2 | 2 | ✓ | 42%n=1+tx from settlement history blended with transcripts | – |
| OnePay / One Pay | Yes | 2 | 2 | ✓ | 35%transcripts from the transcript model | – |
| OpenAI | Yes | 2 | 2 | ✓ | 17%transcripts from the transcript model | – |
| SNAP | Yes | 0 | 1 | ✓ | 17%transcripts from the transcript model | – |
| Brick and Mortar | No | 0 | 0 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Upper Income | No | 0 | 0 | ✓ | 64%transcripts from the transcript model | – |
| Prescription | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Competition | No | 0 | 0 | ✓ | 50%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Skip | No | 0 | 0 | ✓ | 17%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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
20 matches for “Delivery”; 5 quoted, at least 25 words apart.
…quarter, and share gains were consistent with what we've seen this year. Delivery speed matters, and we're delivering faster than ever. For Q3, 35% of…
…with 27% growth. In all of our markets, we're getting faster with delivery speeds, reaching more households across a broader assortment and improving execution. For…
…and online. E-commerce sales grew 28%, led by strength in pickup and delivery and advertising. This was the seventh consecutive quarter of e-commerce growth above…
…At our peak, we delivered 87 orders per second with the fastest delivery in about 3 minutes. Sales in China increased 22% in Q3, reflecting…
…& Go as well as through the convenience of curbside pickup and delivery options. Member adoption of Scan & Go reached 36% in Q3, an…
Where the listed words were said
…work, building more capable tech products and platforms and by deploying physical automation. The investments to automate our supply chain continue to go well. The…
…total company, with Walmart U.S. inventory up 2.6% despite higher costs from tariffs. With our growing 3P marketplace, we have the ability to better balance…
…have to grow market share, reinforced by EDLP and tapping into our omnichannel advantages. For Walmart U.S., we drove comp sales of 4.5%, and we…
…on a category-by-category basis, there are places in our marketplace business like automotive, toys, electronics, apparel, that are all growing north of 40% year-on-year. And…
…returning significant capital to shareholders. Year-to-date, we've returned nearly $13 billion through dividends and share repurchases. Overall, Q3 results demonstrate the underlying strength and…
…net adds our strongest on record, supported by new benefits like our One Pay Cash Rewards credit card and expanded streaming services. Sam's Club U.S.…
…build our own tech and sometimes we partner. Our recent announcement with OpenAI as an example. This new partnership will allow customers and members to…
Agents: this page as TSV at /api/v1/appearances/walmart:2025-11-20:earnings_call · words: /api/v1/brief?appearance=walmart:2025-11-20:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP