Kroger (KR): FY27 Q1 earnings call, Jun 18, 2026
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.
UpdatedMarkets
14 words · 6 settled yes · our count agreed on 14 of 14- 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| AI / Artificial Intelligence | Yes | 3 | 3 | ✓ | 93%n=2+tx from settlement history blended with transcripts | Hear it 7:58, AI / Artificial Intelligence | – |
| GLP-1 | Yes | 3 | 3 | ✓ | 84%n=2+tx from settlement history blended with transcripts | Hear it 16:35, GLP-1 | – |
| SNAP / Food Stamp | Yes | 3 | 4 | ✓ | 56%n=2+tx from settlement history blended with transcripts | Hear it 11:02, SNAP / Food Stamp | – |
| Deflation | Yes | 3 | 3 | ✓ | 52%transcripts from the transcript model | Hear it 12:31, Deflation | – |
| Ocado | Yes | 2 | 2 | ✓ | 66%n=2+tx from settlement history blended with transcripts | Hear it 53:54, Ocado | – |
| Produce | Yes | 1 | 1 | ✓ | 59%n=2+tx from settlement history blended with transcripts | Hear it 4:51, Produce | – |
| Instacart | No | 0 | 0 | ✓ | 73%n=2+tx from settlement history blended with transcripts | – | |
| Dividend | No | 0 | 0 | ✓ | 64%n=2+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 51%n=2+tx from settlement history blended with transcripts | – | |
| Economy | No | 0 | 0 | ✓ | 40%n=2+tx from settlement history blended with transcripts | – | |
| Vitacost | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – | |
| Air New Zealand | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – | |
| Albertsons | No | 0 | 0 | ✓ | 32%n=2+tx from settlement history blended with transcripts | – | |
| 250 | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
5 matches for “Traffic”; 5 quoted, at least 25 words apart.
…is starting to resonate, and you can see it in the data. Traffic is up. Customers are coming through our doors more often, which tells…
…in an environment where value matters more than ever while driving incremental traffic to our stores. As a result, fuel reward redemptions were up 10%…
…are using profit pools outside of grocery to invest in driving the traffic that this sector brings," and Kroger has to deal with the rigidity…
…allows us to, as Greg talked about, focus on execution, focus on traffic. That is building the unit momentum, continuing to accelerate our share performance.
…quarter. Just more detail around how you're thinking about inflation, volumes, and traffic as we move through the year. Ultimately, what I'm trying to get…
Where the listed words were said
…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…
…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.
…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…
…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…
…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.…
…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