Kroger (KR): FY27 Q1 earnings call, Jun 18, 2026

Thu, Jun 18Earnings callSpeaker-labelled transcriptKroger

On its Jun 18, 2026 earnings call (FY27 Q1), Kroger said 6 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

14 words · 6 settled yes · our count agreed on 14 of 14

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 speakersAgreesProbabilityClipMarket
AI / Artificial Intelligence Yes33✓93%n=2+tx from settlement history blended with transcriptsHear it 7:58, AI / Artificial Intelligence–
GLP-1 Yes33✓84%n=2+tx from settlement history blended with transcriptsHear it 16:35, GLP-1–
SNAP / Food Stamp Yes34✓56%n=2+tx from settlement history blended with transcriptsHear it 11:02, SNAP / Food Stamp–
Deflation Yes33✓52%transcripts from the transcript modelHear it 12:31, Deflation–
Ocado Yes22✓66%n=2+tx from settlement history blended with transcriptsHear it 53:54, Ocado–
Produce Yes11✓59%n=2+tx from settlement history blended with transcriptsHear it 4:51, Produce–
Instacart No00✓73%n=2+tx from settlement history blended with transcripts–
Dividend No00✓64%n=2+tx from settlement history blended with transcripts–
Tariff No00✓51%n=2+tx from settlement history blended with transcripts–
Economy No00✓40%n=2+tx from settlement history blended with transcripts–
Vitacost No00✓40%transcripts from the transcript model–
Air New Zealand No00✓34%transcripts from the transcript model–
Albertsons No00✓32%n=2+tx from settlement history blended with transcripts–
250 No00✓16%transcripts from the transcript model–

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.

1 match for “Personalization”; 1 quoted, at least 25 words apart.

Greg Forancompanyprepared · 5:40Hear it 5:40, Greg Foran

…just about anyone in this industry. We need to use it better. Personalization our customers actually feel, in the offers they get, in the experience…

Where the listed words were said

Greg Forancompany“AI / Artificial Intelligence” · prepared · 8:00Hear it 7:54, Greg Foran

…smarter ways of working, standing up our Kroger Capability Center, and applying AI across the business. Let me turn to eCommerce and media, two businesses…

David Kennerleycompany“GLP-1” · prepared · 16:37Hear it 16:33, David Kennerley

…portion of our overall mix, reinforcing improving underlying trends in the core business. Pharmacy sales were led by continued growth in GLP-1s and core scripts.

Greg Forancompany“SNAP / Food Stamp” · prepared · 11:04Hear it 11:02, Greg Foran

…the customer. The customer is under pressure. High gas prices and reduced SNAP benefits are squeezing budgets. Customers are managing spend carefully and shopping with…

Greg Forancompany“Deflation” · prepared · 12:33Hear it 12:27, Greg Foran

…outpaced national brands by 175 basis points, even with the headwinds from deflation in dairy, with strong momentum in Simple Truth and Private Selection. New…

David Kennerleycompany“Ocado” · qa · 53:56Hear it 53:52, David Kennerley

…take that one. We obviously communicated last year when we closed the Ocado sheds and included in our guidance the $400 million improvement in eCommerce.…

Greg Forancompany“Produce” · prepared · 4:53Hear it 4:53, Greg Foran

…Fresh is the single biggest reason customers choose a grocer. If the produce isn't right, if the protein disappoints, if it doesn't last at home,…

Agents: this page as TSV at /api/v1/appearances/kroger:2026-06-18:earnings_call · words: /api/v1/brief?appearance=kroger:2026-06-18:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP