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.

67 matches for “Customer”; 5 quoted, at least 25 words apart.

John Furnercompanyprepared

No matter where I am in the world, I'm reminded that customers are more alike than not. They want value for their money, a broad…

John Furnercompanyprepared

Using AI, we can now serve customer needs that previous technologies could not meet, from making shopping easier and more personalized, to expanding the range…

John Furnercompanyprepared

As we've mentioned before, customers using Sparky have an average order value that's about 35% higher than non-Sparky customers. As a merchant, I'm really excited…

John Furnercompanyprepared

…our supply chain and the application of AI are improving how we position inventory, make fulfillment decisions, and serve customers and members in real time.

John Furnercompanyprepared

…becomes an engine of operating leverage, not just a better experience for customers and members. At the same time, we are making our operations more…

Where the listed words were said

John Furnercompany“Omnichannel” · prepared

…becoming more meaningful contributors to our overall profitability. These businesses complement our omnichannel model and support more durable long-term value creation. For the quarter, our…

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” · qa

I mentioned earlier in the call the progress on automation, whether it's in Fulfillment Centers, the regional Distribution Centers. While we're proud of those, we're…

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