Will Walmart say “Competition / Competitor”?
Walmart did not say “Competition / Competitor” on its Aug 20, 2026 call (FY27 Q2); it said it on 3 of its last 8 calls: 3, 0, 0, 3, 0, 1, 0, 0 times. As of Oct 24, 2026, Walmart did not say “Competition / Competitor” at the only occasion with a settled Kalshi or Polymarket mention market so far, on Aug 20, 2026. Parrot’s p for the next listing is 25% (n=1, from settlement history blended with transcripts), not a forecast.
- Last 10
- 0/1Last 10 settled, oldest to newest: no
- Streak
- not said last time
- Counts
- company speakers + operator
- Market
- 47¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Walmart
Competition / Competitor
- Probability
- 25% · n=1
- Settled
- 0/1 (0%)
- Last calls
- said in 3 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator (not listed here; the usual rule)
1 counted (0 in prepared remarks, 1 in Q&A); 1 by speakers the rule does not count.
…go here to get in the neighborhood of some of the best-in-class competitors here. And so we feel like we can improve our own advertising…
…as it pertains to all this, you mentioned pace of change accelerating, competition in eComm certainly seems to be intense. Can you maybe just touch…
Not counted under the usual rule (company speakers + operator); this word was not listed here.
Counts: company speakers + operator (not listed here; the usual rule)
3 counted (0 in prepared remarks, 3 in Q&A); 3 by speakers the rule does not count.
…that gosh, I've been doing this for a long time now, and competition just keeps getting better. That's kinda factored into our plan. Like, what…
…continue. So I, you know, I read just like you do what's happening at competition, but we stay focused on what's happening with the customer.
Counts: company speakers + operator (not listed here; the usual rule)
3 counted (0 in prepared remarks, 3 in Q&A); 1 by speakers the rule does not count.
…used to, being in China and Mexico recently, we have some strong competitors there and the ones we're focused on and learning from are different…
Every settled listing
newest first · 2 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Aug 20, 2026 | Competition / Competitor |  Polymarket | No | 0 |
| Aug 20, 2026 | Competition / Competitor |  Kalshi | No | 0 |
Questions
- How many times did Walmart say “Competition / Competitor” on its last earnings call?
- Walmart did not say “Competition / Competitor” on its Aug 20, 2026 call (FY27 Q2); it said it on 3 of its last 8 calls: 3, 0, 0, 3, 0, 1, 0, 0 times.
- How often does Walmart say “Competition / Competitor”?
- As of Oct 24, 2026, Walmart did not say “Competition / Competitor” at the only occasion with a settled Kalshi or Polymarket mention market so far, on Aug 20, 2026.
- What is the probability Walmart says “Competition / Competitor” next time?
- 25%, from settlement history blended with transcripts (n=1). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: company speakers + operator.
Cite parrot.markets, “Walmart: ‘Competition / Competitor’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/WMT/words/competition-or-competitor (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=walmart&word=competition%20%2F%20competitor · quotes: /api/v1/quotes?entity=walmart&word=… · columnar JSON in #parrot-data · llms.txt · MCP