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.
9 matches for “Tariff”; 5 quoted, at least 25 words apart.
…$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…
…in some of the price increases that started last year related to tariffs, maybe now on the back of fuel. Just where are we, what…
…about what inning we are continuing to work through. I think the tariff environment, I mentioned the fuel, the sort of renewed round of inflation.…
…today. I think, again, we showed that we could manage through this tariff environment last year in 2025 and comfortable that we have our arms…
…broader category does not accelerate? Can Lowe's use any of the potential tariff refunds as an offset and a source of price investment to keep…
Where the listed words were said
…what we saw in Q4, and those trends as we work through tariff increases. As we look ahead, and cycle some of the noise from…
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…
…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…
…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