Lowe's (LOW): FY27 Q2 earnings call, Aug 19, 2026

Wed, Aug 19Earnings callSpeaker-labelled transcriptLowe's

On its Aug 19, 2026 earnings call (FY27 Q2), Lowe's said 9 of the 14 words Polymarket listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

14 words · 9 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
Quarter 30+ timesYes5151✓64%transcripts from the transcript modelHear it 1:04, Quarter 30+ times–
Home 25+ timesYes3333✓71%transcripts from the transcript modelHear it 1:21, Home 25+ times–
Tariff Yes2121✓91%n=1+tx from settlement history blended with transcriptsHear it 1:14, Tariff–
Tool 5+ timesYes1414✓80%transcripts from the transcript modelHear it 3:46, Tool 5+ times–
Build / Building Yes1010✓94%transcripts from the transcript modelHear it 2:45, Build / Building–
Outdoor Yes77✓80%transcripts from the transcript modelHear it 9:52, Outdoor–
Electrical Yes55✓62%transcripts from the transcript modelHear it 7:11, Electrical–
Supplier Yes11✓84%transcripts from the transcript modelHear it 14:15, Supplier–
Equipment Yes11✓71%transcripts from the transcript modelHear it 9:53, Equipment–
AI / Artificial Intelligence 5+ timesNo44✓68%transcripts from the transcript modelHear it 3:40, AI / Artificial Intelligence 5+ times–
World 4+ timesNo11✓33%transcripts from the transcript modelHear it 56:21, World 4+ times–
Messi No00✓50%transcripts from the transcript model–
Trillion No00✓50%transcripts from the transcript model–
World Cup No00✓33%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 21, 2026 04:22 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 “World”; 1 quoted, at least 25 words apart.

Marvin Ellisoncompanyqa · 56:23Hear it 56:17, Marvin Ellison

…is that there's so much happening in the macro, in the geopolitical world, that customers are just cautious. Again, the good news for us is…

Where the listed words were said

Marvin Ellisoncompany“Quarter (30+)” · prepared · 1:06Hear it 1:05, Marvin Ellison

Thank you, Shelly. Good morning, everyone. In the second quarter, we delivered sales of $26 billion with comparable sales increasing 0.2%. Despite the heightened competitive…

Marvin Ellisoncompany“Home (25+)” · prepared · 3:49Hear it 3:43, Marvin Ellison

…add value to digitally engaged customers as they ask the tool for help with home improvement projects, product specifications, and solutions to fit their needs.

Marvin Ellisoncompany“Tariff” · prepared · 2:10Hear it 2:04, Marvin Ellison

…transportation, energy, and other input costs, even when excluding the impact of tariff refunds. Later in the call, Bill will provide more detail on our…

Marvin Ellisoncompany“Tool (5+)” · prepared · 4:16Hear it 4:10, Marvin Ellison

…use Mylow is triple that of customers who do not use the tool, reinforcing that a well-designed agentic AI experience can be a clear driver…

Marvin Ellisoncompany“Build / Building” · prepared · 2:47Hear it 2:42, Marvin Ellison

…this momentum. Additionally, we are pleased with the integration progress of Foundation Building Materials, or FBM, and Artisan Design Group, or ADG. Our teams continue…

Bill Boltzcompany“Outdoor” · prepared · 9:54Hear it 9:51, Bill Boltz

…hardscapes, and landscape products. Our attractive credit offers help support demand in outdoor power equipment as our broad assortment and key brands like John Deere,…

Bill Boltzcompany“Electrical” · prepared · 7:13Hear it 7:07, Bill Boltz

…Products, we generated broad-based growth with positive comps in rough plumbing, millwork, electrical, and lumber. These results reflect our strategic investments in Pro and ongoing…

Bill Boltzcompany“Supplier” · prepared · 14:17Hear it 14:14, Bill Boltz

…experience. I'd like to thank our merchants, our MST associates, and our supplier partners for their collaboration, commitment, hard work, and outstanding execution. Their work…

Agents: this page as TSV at /api/v1/appearances/lowes:2026-08-19:earnings_call · words: /api/v1/brief?appearance=lowes:2026-08-19:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP