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 “Produce”; 1 quoted, at least 25 words apart.

Greg Forancompanyprepared · 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,…

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.…

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