Walmart (WMT): FY27 Q1 earnings call, May 21, 2026

Thu, May 21Earnings callSpeaker-labelled transcriptWalmart

On its May 21, 2026 earnings call (FY27 Q1), Walmart said 4 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 4 settled yes · our count agreed on 13 of 13

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
Omnichannel Yes77✓90%n=3+tx from settlement history blended with transcripts–
Tariff Yes68✓94%n=2+tx from settlement history blended with transcripts–
Automation Yes22✓92%n=3+tx from settlement history blended with transcripts–
Prescription Yes11✓32%n=2+tx from settlement history blended with transcripts–
OnePay / One Pay No00✓64%n=2+tx from settlement history blended with transcripts–
OpenAI No00✓61%n=2+tx from settlement history blended with transcripts–
Automotive No00✓46%n=2+tx from settlement history blended with transcripts–
Dividend No00✓38%n=3+tx from settlement history blended with transcripts–
Upper Income No00✓27%n=2+tx from settlement history blended with transcripts–
Brick and Mortar No00✓26%n=3+tx from settlement history blended with transcripts–
Competition No00✓26%n=2+tx from settlement history blended with transcripts–
SNAP / Food Stamp No00✓16%transcripts from the transcript model–
Skip No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

John Furnercompany“Omnichannel” · prepared

…China and India, where I got to spend time recently. Running an omnichannel business through great stores and clubs requires the best technology and people…

John David Raineycompany“Tariff” · prepared

…to note that our guidance does not assume any impact from IEEPA tariff refunds. We felt it best to provide guidance that reflects our expectations…

John Furnercompany“Automation” · prepared

Automation across our supply chain in the U.S. continues to scale. Approximately half of our e-commerce fulfillment center volume in Walmart U.S. is automated. More…

David Gugginacompany“Prescription” · qa

…and wellness. Importantly, the underlying business there remains incredibly strong. We're seeing prescription volumes grow. We continue gaining scripts. The pharmacy delivery continues resonating…

Agents: this page as TSV at /api/v1/appearances/walmart:2026-05-21:earnings_call · words: /api/v1/brief?appearance=walmart:2026-05-21:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP