Walmart (WMT): FY26 Q4 earnings call, Feb 19, 2026
On its Feb 19, 2026 earnings call (FY26 Q4), Walmart said 5 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 5 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|
| Automation | Yes | 11 | 12 | ✓ | 90%n=2+tx from settlement history blended with transcripts | – |
| Omnichannel | Yes | 6 | 6 | ✓ | 86%n=2+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 3 | 4 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| OpenAi | Yes | 2 | 2 | ✓ | 47%n=1+tx from settlement history blended with transcripts | – |
| OnePay / One Pay | Yes | 1 | 1 | ✓ | 55%n=1+tx from settlement history blended with transcripts | – |
| Automotive | No | 0 | 0 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – |
| Dividend | No | 0 | 0 | ✓ | 66%n=2+tx from settlement history blended with transcripts | – |
| Prescription | No | 0 | 0 | ✓ | 45%n=1+tx from settlement history blended with transcripts | – |
| Brick and Mortar | No | 0 | 0 | ✓ | 40%n=2+tx from settlement history blended with transcripts | – |
| Upper Income | No | 0 | 0 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – |
| Competition | No | 0 | 1 | ✓ | 28%n=1+tx from settlement history blended with transcripts | – |
| SNAP | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
| Skip | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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.
12 matches for “Sam's Club”; 5 quoted, at least 25 words apart.
…from Walmart U.S.; Chris Nicholas from Walmart International; and Latriece Watkins from Sam's Club U.S. So we can address as many of your questions as…
…less than 15 minutes across more than 30 cities in India. And Sam's Club U.S. doubled their growth in club-fulfilled delivery sales. The increase in…
…our base. Consolidated membership income increased more than 15%, reflecting strength in Sam's Club in China, which grew over 35%. In the U.S., Walmart+ membership…
…that our fast delivery was up 60% year-on-year. Walmart is getting faster. Sam's Club is getting faster. We're able to scale these platforms to international…
…well. Places like China has had record deliveries from the Clouds and Sam's Club for the season and Chinese New Year. That's also true in…
Where the listed words were said
…visited great stores and clubs in the U.S., Canada and Mexico. The automation of our supply chain is on track. We're gaining market share, and…
…trust. And thanks to how we leverage our assets for a truly omnichannel experience, we're now known for ultrafast delivery times and providing convenience. The…
…300 basis point headwind from increased claims expenses and navigating a bumpy tariff environment. This was the third consecutive year that we grew profits at…
…our shopping assistants like Sparky and building new experiences with partners like OpenAI and Alphabet that are shaping the future of agentic commerce. Looking more…
Agents: this page as TSV at /api/v1/appearances/walmart:2026-02-19:earnings_call · words: /api/v1/brief?appearance=walmart:2026-02-19:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP