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.

5 matches for “Health and wellness”; 4 quoted, at least 25 words apart.

Seth Sigmananalystqa

Hey, good morning, everyone. I wanted to ask about health and wellness. It did moderate in the quarter. I know there's a lot of noise…

John David Raineycompanyqa

…basis point headwind to our comps. If you think about the health and wellness business, that is disproportionately in-store. As you think about the breakdown…

David Gugginacompanyqa

…impact of MFP, the business would've grown mid-to-high single digits for health and wellness. Importantly, the underlying business there remains incredibly strong. We're seeing prescription…

Chuck Gromanalystqa

…words, how much has this held back U.S. gross margins over the past few years because of the gains in health and wellness and grocery?

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…

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