Lowe's (LOW): FY27 Q1 earnings call, May 20, 2026

Wed, May 20Earnings callSpeaker-labelled transcriptLowe's

On its May 20, 2026 earnings call (FY27 Q1), Lowe's said 6 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.

Updated

Markets

10 words · 6 settled yes · our count agreed on 10 of 10

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Tariff Yes79✓76%transcripts from the transcript model–
Inflation Yes57✓65%transcripts from the transcript model–
Headwind Yes22✓59%transcripts from the transcript model–
HomeCare+ Yes23✓16%transcripts from the transcript model–
Subscription Yes22✓16%transcripts from the transcript model–
Tailwind Yes11✓20%transcripts from the transcript model–
Hurricane No00✓79%transcripts from the transcript model–
Competition / Competitor No00✓70%transcripts from the transcript model–
Lumber No00✓65%transcripts from the transcript model–
Volatility No00✓37%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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Brandon Sinkcompany“Tariff” · prepared

…$18.4 billion, up $112 million versus prior year, including inflationary pressures from tariffs, as well as approximately $500 million related to recent acquisitions. Excluding these…

Brandon Sinkcompany“Inflation” · prepared

Comparable average ticket increased 1.5%, driven by modest price inflation and strength in pro and appliances, while comparable transactions declined 0.9% as growth in seasonal…

Marvin Ellisoncompany“Headwind” · qa

…60%-65% of our revenue coming from the DIY, facing this type of headwind, still able to deliver positive comps is something that we take as…

Marvin Ellisoncompany“HomeCare+” · prepared

…to resonate with homeowners undertaking complex projects. Additionally, we recently announced HomeCare+, a first-of-its-kind subscription service to support customers with routine home maintenance…

Marvin Ellisoncompany“Subscription” · qa

…unique opportunity to leverage our loyalty platform, MyLowe's Rewards, offering a unique subscription service at a great value, leveraging trained local associates that customers will…

Brandon Sinkcompany“Tailwind” · prepared

…a great lineup of top brands and compelling values, as well as tailwinds from the rollout of our workwear and pet assortments to additional locations.…

Agents: this page as TSV at /api/v1/appearances/lowes:2026-05-20:earnings_call · words: /api/v1/brief?appearance=lowes:2026-05-20:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP