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.

7 matches for “Inflation”; 4 quoted, at least 25 words apart.

John David Raineycompanyprepared

…the current elevated cost environment persists, we'd expect somewhat higher retail price inflation in Q2 and the second half of the year. Importantly, we're reiterating…

Christopher Horversanalystqa

On a related note, you mentioned inflation potentially picking up because of fuel prices. You also had a pretty big headwind here in the first…

John David Raineycompanyqa

…pressure, that's one of the areas that I would call out. On inflation, like-for-like inflation was a little more than 1% in the quarter. Through…

John David Raineycompanyqa

…probably to about almost 100 basis points of deflation in that like-for-like inflation number, meaning it would've been higher. We'll begin lapping periods as we…

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