Will Walmart say “Tariff”?

Walmart said “Tariff” 13 times on its Aug 20, 2026 call (FY27 Q2), and on 7 of its last 8 calls: 0, 4, 40, 8, 5, 3, 6, 13 times. As of Oct 24, 2026, Walmart said “Tariff” at 4 of 5 occasions with a settled Kalshi or Polymarket mention market since Nov 20, 2025 (80%), most recently on Aug 20, 2026. Parrot’s p for the next listing is 89% (n=5, from settlement history blended with transcripts), not a forecast.

89%from settlement history blended with transcripts · n=5Next: Earnings call, Nov 19, 2026 · counts: company speakers + operator
Last 10
4/5Last 10 settled, oldest to newest: yes yes yes yes no
Streak
not said last time
Counts
company speakers + operator
Market
78¢ Kalshi (may be delayed)
Updated

Where it was said

quotes of at most 25 words; select an appearance

Walmart

Tariff

Probability
89% · n=5
Settled
4/5 (80%)
Last calls
said in 7 of 8

Next listing counts: company speakers + operator

FY27 Q2 earnings call, Aug 20, 2026 · said 13 times (counts)

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Counts: company speakers + operator

13 counted (11 in prepared remarks, 2 in Q&A); 4 by speakers the rule does not count.

John Furnercompanyprepared · 5:02Hear it 4:59, John Furner In transcript

…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…

John David Raineycompanyprepared · 13:59Hear it 13:59, John David Rainey In transcript

…our sales and operating income growth guidance for the year. With the tariff refunds, there are some idiosyncrasies to this quarter's results, so I'll provide…

Every match in the transcript

FY27 Q1 earnings call, May 21, 2026 · said 6 times (counts)

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Counts: company speakers + operator

6 counted (2 in prepared remarks, 4 in Q&A); 2 by speakers the rule does not count.

John David RaineycompanypreparedIn transcript

…to note that our guidance does not assume any impact from IEEPA tariff refunds. We felt it best to provide guidance that reflects our expectations…

John David RaineycompanyqaIn transcript

Greg, on tariffs, we are availing ourselves of the process to get refunds. We would definitely bias and try to prioritize price investment for that,…

Every match in the transcript

FY26 Q4 earnings call, Feb 19, 2026 · said 3 times (counts)

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Counts: company speakers + operator

3 counted (3 in prepared remarks, 0 in Q&A); 1 by speakers the rule does not count.

John RaineycompanypreparedIn transcript

…300 basis point headwind from increased claims expenses and navigating a bumpy tariff environment. This was the third consecutive year that we grew profits at…

Every match in the transcript

FY26 Q3 earnings call, Nov 20, 2025 · said 5 times (counts)

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FY26 Q2 earnings call, Aug 21, 2025 · said 8 times (counts)

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FY26 Q1 earnings call, May 15, 2025 · said 40 times (counts)

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FY25 Q4 earnings call, Feb 20, 2025 · said 4 times (counts)

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FY25 Q3 earnings call, Nov 19, 2024 · not said

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Every settled listing

newest first · 7 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Sep 15, 2026TariffKalshiNo–
Aug 20, 2026TariffPolymarketYes17
Aug 20, 2026TariffKalshiYes13
May 21, 2026TariffKalshiYes6
Feb 19, 2026TariffKalshiYes3
Nov 20, 2025TariffPolymarketYes11
Nov 20, 2025TariffKalshiYes5

Questions

How many times did Walmart say “Tariff” on its last earnings call?
Walmart said “Tariff” 13 times on its Aug 20, 2026 call (FY27 Q2), and on 7 of its last 8 calls: 0, 4, 40, 8, 5, 3, 6, 13 times.
How often does Walmart say “Tariff”?
As of Oct 24, 2026, Walmart said “Tariff” at 4 of 5 occasions with a settled Kalshi or Polymarket mention market since Nov 20, 2025 (80%), most recently on Aug 20, 2026.
What is the probability Walmart says “Tariff” next time?
89%, from settlement history blended with transcripts (n=5). 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: ‘Tariff’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/WMT/words/tariff (CC BY 4.0)

Agents: this page as TSV at /api/v1/word?entity=walmart&word=tariff · quotes: /api/v1/quotes?entity=walmart&word=… · columnar JSON in #parrot-data · llms.txt · MCP