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.
22 matches for “Sale”; 5 quoted, at least 25 words apart.
…inform our thinking for the balance of the year. First quarter net sales grew by 6.7%, reflecting a 5.6% increase in comparable sales. We're encouraged…
While we're pleased that this year's Q1 net sales were also 3.7% higher than in Q1 of 2024, that's well below the level of two-year…
…we're needing to chase inventory in the face of stronger than planned sales, much more than when we find ourselves needing to cancel purchase orders…
…bold, distinctive, and affordable. These focus areas represent about half of our sales today and are expected to drive roughly 3/4 of our growth going…
…refresh around 40% of our assortment this year. These changes drove double-digit sales growth in the first quarter, doubling comp growth rates in wellness-related categories…
Where the listed words were said
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…
…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