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.

4 matches for “World”; 3 quoted, at least 25 words apart.

Bill Boltzcompanyprepared

…on our partnership with Lionel Messi this summer as fans around the world tune in for the World Cup. Our campaign includes a limited edition…

Marvin Ellisoncompanyqa

…I'm a bit biased, that we're the best executing retailer in the world and our merchants have given us great value, but it's way too…

Zach Fademanalystqa

…changed at all in light of all of the changes in the world around us? Could we then walk through the factors that give you…

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