Walmart (WMT): FY27 Q1 earnings call, May 21, 2026
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.
UpdatedMarkets
13 words · 4 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 | Market |
|---|---|---|---|---|---|---|
| Omnichannel | Yes | 7 | 7 | ✓ | 90%n=3+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 6 | 8 | ✓ | 94%n=2+tx from settlement history blended with transcripts | – |
| Automation | Yes | 2 | 2 | ✓ | 92%n=3+tx from settlement history blended with transcripts | – |
| Prescription | Yes | 1 | 1 | ✓ | 32%n=2+tx from settlement history blended with transcripts | – |
| OnePay / One Pay | No | 0 | 0 | ✓ | 64%n=2+tx from settlement history blended with transcripts | – |
| OpenAI | No | 0 | 0 | ✓ | 61%n=2+tx from settlement history blended with transcripts | – |
| Automotive | No | 0 | 0 | ✓ | 46%n=2+tx from settlement history blended with transcripts | – |
| Dividend | No | 0 | 0 | ✓ | 38%n=3+tx from settlement history blended with transcripts | – |
| Upper Income | No | 0 | 0 | ✓ | 27%n=2+tx from settlement history blended with transcripts | – |
| Brick and Mortar | No | 0 | 0 | ✓ | 26%n=3+tx from settlement history blended with transcripts | – |
| Competition | No | 0 | 0 | ✓ | 26%n=2+tx from settlement history blended with transcripts | – |
| SNAP / Food Stamp | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Skip | 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.
28 matches for “Delivery”; 5 quoted, at least 25 words apart.
Enterprise eCommerce sales grew 26%, and within Walmart U.S., delivery grew 45%. More than 36% of all U.S. store-fulfilled deliveries in the quarter were delivered…
…am so impressed by what the teams are doing to speed up delivery solutions in markets that are already high speed. In India, Flipkart now…
…of our omni-channel model as customers and members increasingly utilize our fast delivery capabilities from stores and clubs. Customers and members are also shopping deeper…
…five years. E-commerce sales were strong across each of our segments, with delivery speed a key catalyst for growth around the world. We're accelerating by…
…We can now reach approximately 60% of the U.S. population in 30 minutes or less, and customer satisfaction with our delivery offering reached record highs.
Where the listed words were said
…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…
…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…
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…
…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