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.
8 matches for “Retail”; 5 quoted, at least 25 words apart.
…as I've said many times before, that's the only winning path in retail. For Target, that means leading with merchandising authority, elevating the guest experience,…
…Officer, to their first quarterly earnings call. With nearly four decades of retail leadership between them, and based on my experience in working closely with…
…by disciplined choices and a clear articulation of our unique role in retail. On this front, we see encouraging early signs that our plans are…
…supply chain is one of the most complex, yet capable networks in retail. Our go-forward strategy is focused on reliability, speed, and cost efficiency, including…
…our teams to continue to deliver the most delightful guest experience in retail. When we get that right, when every guest can count on Target…
Where the listed words were said
…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…
…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