Lowe's (LOW): FY27 Q1 earnings call, May 20, 2026
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.
UpdatedMarkets
10 words · 6 settled yes · our count agreed on 10 of 10- 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 |
|---|---|---|---|---|---|---|
| Tariff | Yes | 7 | 9 | ✓ | 76%transcripts from the transcript model | – |
| Inflation | Yes | 5 | 7 | ✓ | 65%transcripts from the transcript model | – |
| Headwind | Yes | 2 | 2 | ✓ | 59%transcripts from the transcript model | – |
| HomeCare+ | Yes | 2 | 3 | ✓ | 16%transcripts from the transcript model | – |
| Subscription | Yes | 2 | 2 | ✓ | 16%transcripts from the transcript model | – |
| Tailwind | Yes | 1 | 1 | ✓ | 20%transcripts from the transcript model | – |
| Hurricane | No | 0 | 0 | ✓ | 79%transcripts from the transcript model | – |
| Competition / Competitor | No | 0 | 0 | ✓ | 70%transcripts from the transcript model | – |
| Lumber | No | 0 | 0 | ✓ | 65%transcripts from the transcript model | – |
| Volatility | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
36 matches for “Home”; 5 quoted, at least 25 words apart.
…strong spring execution, along with continued strength in pro, appliances, online, and home services. We're pleased with our performance this quarter, despite February storms that…
…performance later in the call. Our continued growth in pro, online, and home services in Q1 reflects how our Total Home strategy is positioning Lowe's…
…customers the ability to ask questions on recommendations, project guidance, and other home improvement needs. Since launching one year ago, Mylow adoption has scaled meaningfully…
…who do not use the tool. Suggesting a well-designed agentic AI experience can be a clear driver in the purchasing decision. Turning to home services.
…announced HomeCare+, a first-of-its-kind subscription service to support customers with routine home maintenance tasks. This service taps high-performing, technically trained red vest Lowe's…
Where the listed words were said
…$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…
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…
…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…
…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…
…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