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.
17 matches for “Membership”; 5 quoted, at least 25 words apart.
…to platforms, scaling tech-powered businesses like advertising, Marketplace, and Fulfillment Services, and membership alongside our core retail operations to drive growth at a lower marginal…
…businesses, or what we call commerce solutions. These are areas like advertising, membership, and marketplace, which are becoming more meaningful contributors to our overall profitability.…
Membership fee revenue grew 17% for the enterprise led by Walmart U.S. Together, these profit streams represented approximately 1/3 of operating income. Another way we're…
…continuing to improve with strong growth in higher-margin areas like advertising and membership fees. Momentum in our advertising business continued in Q1, led by strength…
Consolidated membership fee revenue increased over 17%, including strength in our Sam's Club format in select international markets. In the U.S., Walmart+ membership fee revenue…
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