Target (TGT): FY27 Q1 earnings call, May 20, 2026
On its May 20, 2026 earnings call (FY27 Q1), Target said 5 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each, with timed clips.
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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Beauty | Yes | 16 | 18 | ✓ | 94%n=2+tx from settlement history blended with transcripts | Hear it 5:25, Beauty | – |
| Tailwind | Yes | 2 | 2 | ✓ | 53%transcripts from the transcript model | Hear it 7:01, Tailwind | – |
| Labor | Yes | 1 | 1 | ✓ | 71%n=2+tx from settlement history blended with transcripts | Hear it 19:06, Labor | – |
| Revenue | Yes | 1 | 1 | ✓ | 51%n=2+tx from settlement history blended with transcripts | Hear it 26:47, Revenue | – |
| Synthetic Color | Yes | 1 | 1 | ✓ | 39%n=1+tx from settlement history blended with transcripts | Hear it 14:36, Synthetic Color | – |
| Circle 360 | No | 0 | 0 | ✓ | 92%n=2+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 1 | ✓ | 92%transcripts from the transcript model | – | |
| Holiday | No | 0 | 0 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – | |
| Innovation | No | 0 | 0 | ✓ | 73%n=2+tx from settlement history blended with transcripts | – | |
| Competition | No | 0 | 0 | ✓ | 43%n=2+tx from settlement history blended with transcripts | – | |
| Inflation | No | 0 | 0 | ✓ | 34%n=2+tx from settlement history blended with transcripts | – | |
| Autonomous / Automation | No | 0 | 0 | ✓ | 25%transcripts from the transcript model | – | |
| SNAP / Food Stamp | No | 0 | 0 | ✓ | 11%n=2+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.
18 matches for “Beauty”; 5 quoted, at least 25 words apart.
…growth we aspire to deliver over time. In categories like Fun 101, Beauty, and Food and Beverage, we're seeing mid-single digit compound growth on a…
…roughly 3/4 of our growth going forward. They include building a leading beauty destination, expanding our role in health and wellness, being food forward, celebrating…
In beauty, we're preparing for this fall's launch of our Target Beauty Studio in more than 600 stores, building on the momentum we've been seeing…
…how our assortment comes to life in stores. As an example, in beauty, we're testing new staffing and operating models to free up more time…
…and new items to our wellness and health categories, adding newness to beauty, as well as the changes that I talked about, baby, we're really…
Where the listed words were said
…have to also highlight, really excited for the launch of the Target Beauty Studio. The team, that's a multi-month process to get ready for that…
…cautious about the near-term operating environment. With consumers weighing multiple headwinds and tailwinds, and recent dips in consumer sentiment, we continue to place a premium…
…throughout our network. Another key focus is on our store workload and labor. We've been making intentional investments in payroll and training to rebalance workload…
…of productivity initiatives and leverage in our supply chain, growth in high-margin revenue streams like Roundel and Target Plus, and lower markdown rates, partially offset…
…and better aligning to wellness trends, including the elimination of all certified synthetic colors from our cereal assortment. In home, we're beginning a multi-year reinvention.…
Agents: this page as TSV at /api/v1/appearances/target:2026-05-20:earnings_call · words: /api/v1/brief?appearance=target:2026-05-20:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP