Walmart (WMT): FY27 Q2 earnings call, Aug 20, 2026
On its Aug 20, 2026 earnings call (FY27 Q2), Walmart said 13 of the 21 words Kalshi and Polymarket listed; Parrot’s count agreed with 20 of 21 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
21 words · 13 settled yes · our count agreed on 20 of 21- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|---|
| Customer 40+ times | Yes | 71 | 71 | ✓ | 65%transcripts from the transcript model | Hear it 1:53, Customer 40+ times | – |
| Rollback / Roll Back | Yes | 16 | 21 | ✓ | 90%transcripts from the transcript model | Hear it 6:05, Rollback / Roll Back | – |
| Membership 5+ times | Yes | 15 | 15 | ✓ | 81%transcripts from the transcript model | Hear it 2:20, Membership 5+ times | – |
| Marketplace / Market Place | Yes | 14 | 14 | ✓ | 94%transcripts from the transcript model | Hear it 2:19, Marketplace / Market Place | – |
| Tariff | Yes | 13 | 17 | ✓ | 89%n=3+tx from settlement history blended with transcripts | Hear it 5:00, Tariff | – |
| Gas / Gasoline / Fuel | Yes | 12 | 15 | ✓ | 87%transcripts from the transcript model | Hear it 15:06, Gas / Gasoline / Fuel | – |
| Pharmacy | Yes | 11 | 11 | ✓ | 69%transcripts from the transcript model | Hear it 7:38, Pharmacy | – |
| China / India 8+ times | Yes | 10 | 10 | ✓ | 48%transcripts from the transcript model | Hear it 4:19, China / India 8+ times | – |
| Sparky | Yes | 6 | 6 | ✓ | 89%transcripts from the transcript model | Hear it 12:08, Sparky | – |
| Automation | Yes | 4 | 4 | ✓ | 92%n=4+tx from settlement history blended with transcripts | Hear it 10:47, Automation | – |
| Retail | Yes | 4 | 4 | ✓ | 83%transcripts from the transcript model | Hear it 2:15, Retail | – |
| Omnichannel | Yes | 2 | 2 | ✓ | 92%n=4+tx from settlement history blended with transcripts | Hear it 5:31, Omnichannel | – |
| Prescription | Yes | 1 | 1 | ✓ | 38%n=3+tx from settlement history blended with transcripts | Hear it 39:37, Prescription | – |
| Million / Billion 8+ times | No | 6 | 6 | ✓ | 52%transcripts from the transcript model | Hear it 8:08, Million / Billion 8+ times | – |
| Brick and Mortar | No | 1 | 1 | ✗ | 24%n=4+tx from settlement history blended with transcripts | Hear it 59:53, Brick and Mortar | – |
| Competition / Competitor | No | 0 | 0 | ✓ | 45%transcripts from the transcript model | – | |
| Affordable | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – | |
| Automotive | No | 0 | 0 | ✓ | 41%n=3+tx from settlement history blended with transcripts | – | |
| Drone | No | 0 | 0 | ✓ | 38%transcripts from the transcript model | – | |
| Upper Income | No | 0 | 0 | ✓ | 24%n=3+tx from settlement history blended with transcripts | – | |
| SNAP / Food Stamp | No | 0 | 0 | ✓ | 12%n=1+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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
15 matches for “Membership”; 5 quoted, at least 25 words apart.
…other. A strong retail foundation alongside faster-growing businesses like Marketplace, advertising, and membership. The math is not simply one plus one equals two. The value…
…we continued to gain market share. We grew units and transactions, and membership fee revenue was at an all-time high on growth of 17%. We…
Marketplace, fulfillment services, membership, advertising, and other commerce solutions are strengthening our business, and they are improving the economics of the company. This quarter, we…
…enables the growth of commerce solutions businesses, advertising, Marketplace, data ventures, and membership. I'll start with global advertising, which increased 38%, driven by another strong…
…the top requests from our suppliers. Rounding out our profit mix drivers, membership income grew nearly 17% globally. Sam's Club U.S. membership increased nearly 6%.…
Where the listed words were said
…start by thanking our associates around the world. Their commitment to serving customers and members every day is what drives our business, and the results…
…carefully managing their budgets. The Walmart U.S. team delivered more than 11,000 rollbacks during the quarter, up from 7,200 rollbacks at the end of the…
…in our U.S. Walmart+ program, resulting in the best first half of membership growth in its history. We're building what we believe can be the…
…digits following the launch of our one-hour delivery back in April. Walmart U.S. delivered growth of 24%, Marketplace grew 52%, and advertising was up 38%.
…17.4% in constant currency. This includes the benefit from the receipt of tariff refunds in the quarter. As we suggested on the last call, our…
…Walmart U.S. net sales increased 3.5%, including a comp sales increase ex fuel of 2.6%, slightly below our initial expectation due to lower health and…
There was an impact in pharmacies we talked about from MFP. Putting that aside, the second quarter for Walmart U.S. is the best second quarter…
…Club U.S. delivered comps of 4.4%. International was up 7.9%, led by China and India. For Walmart U.S., I feel good about how the underlying…
…of our business by making shopping better and our associates' work easier. Sparky is a great example. The number of customers using Sparky is up…
…Walmart. The fourth area is our supply chain. We have invested in automation, technology, fulfillment capacity, and our physical network, and these investments are showing…
…as we become faster, we are not simply taking share within traditional retail categories. We are expanding the number of occasions where Walmart can serve…
…take a moment to talk about specific drivers of our growth. First, everything we do starts with serving customers and members as an omnichannel retailer.
Agents: this page as TSV at /api/v1/appearances/walmart:2026-08-20:earnings_call · words: /api/v1/brief?appearance=walmart:2026-08-20:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP