Target (TGT): FY27 Q2 earnings call, Aug 19, 2026
On its Aug 19, 2026 earnings call (FY27 Q2), Target said 10 of the 22 words Kalshi and Polymarket listed; Parrot’s count agreed with all 22 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
22 words · 10 settled yes · our count agreed on 22 of 22- 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 |
|---|---|---|---|---|---|---|---|
| Question 20+ times | Yes | 30 | 30 | ✓ | 68%transcripts from the transcript model | Hear it 0:12, Question 20+ times | – |
| Back to School | Yes | 18 | 20 | ✓ | 55%transcripts from the transcript model | Hear it 14:26, Back to School | – |
| Beauty | Yes | 16 | 16 | ✓ | 96%n=3+tx from settlement history blended with transcripts | Hear it 9:05, Beauty | – |
| Tariff | Yes | 15 | 16 | ✓ | 81%n=1+tx from settlement history blended with transcripts | Hear it 29:13, Tariff | – |
| Remodel | Yes | 8 | 9 | ✓ | 92%transcripts from the transcript model | Hear it 20:27, Remodel | – |
| Grocery | Yes | 4 | 4 | ✓ | 56%transcripts from the transcript model | Hear it 4:30, Grocery | – |
| Revenue | Yes | 2 | 3 | ✓ | 59%n=3+tx from settlement history blended with transcripts | Hear it 28:49, Revenue | – |
| Roundel | Yes | 1 | 1 | ✓ | 82%transcripts from the transcript model | Hear it 28:42, Roundel | – |
| Target Plus | Yes | 1 | 1 | ✓ | 82%transcripts from the transcript model | Hear it 28:43, Target Plus | – |
| Circle 360 | Yes | 1 | 1 | ✓ | 74%n=3+tx from settlement history blended with transcripts | Hear it 28:47, Circle 360 | – |
| Sale 25+ times | No | 15 | 15 | ✓ | 43%transcripts from the transcript model | Hear it 9:25, Sale 25+ times | – |
| Million / Billion 15+ times | No | 9 | 9 | ✓ | 43%transcripts from the transcript model | Hear it 8:00, Million / Billion 15+ times | – |
| Retail 5+ times | No | 4 | 4 | ✓ | 69%transcripts from the transcript model | Hear it 6:09, Retail 5+ times | – |
| Nintendo Switch | No | 0 | 0 | ✓ | 60%transcripts from the transcript model | – | |
| Synthetic Color | No | 0 | 0 | ✓ | 51%n=2+tx from settlement history blended with transcripts | – | |
| Competition | No | 0 | 0 | ✓ | 25%n=3+tx from settlement history blended with transcripts | – | |
| Inflation | No | 0 | 0 | ✓ | 25%n=3+tx from settlement history blended with transcripts | – | |
| Taylor Swift | No | 0 | 0 | ✓ | 22%transcripts from the transcript model | – | |
| Autonomous / Automation | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – | |
| Grand Theft Auto / GTA | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| SNAP / Food Stamp | No | 0 | 0 | ✓ | 10%n=3+tx from settlement history blended with transcripts | – | |
| Fiscal 10+ times | No | 0 | 0 | ✓ | 6%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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
9 matches for “Remodel”; 5 quoted, at least 25 words apart.
…of Target Beauty Studio, opened 17 new stores, advanced more than 100 remodels across the country, and prepared for and kicked off one of our…
…far this year, and now we have more than 100 full store remodels underway, on our way to around 130 this year. These investments allow…
…a year ago, reflecting intentional incremental investments in new stores, full store remodels, in our supply chain and technology capabilities. We continue to expect approximately…
…Is there a good sub-segment of the store base that's still underperforming the company average and can be lifted with remodels or some other factors?
…of our thinking to every single store. That's why those investments in remodels are so important. That's why the change we're doing that touches the…
Where the listed words were said
…a listen-only mode. Afterwards, we will invite you to participate in a question-and-answer session. At the close of prepared remarks, we will open the queue…
As we entered the back-to-school season, we built on that momentum with our exclusive partnership with LoveShackFancy. This offering ended up being the largest limited…
…importance with busy families. As a reminder, they include building a leading beauty destination, expanding our role in health and wellness, being food forward, celebrating…
…second quarter gross margin rate of 33.7% was 4.7 percentage points higher than last year, including 3.7 percentage points of benefit from IEPA tariff refunds.
We know we see a reliable, strong guest response to when we remodel a store, and the lifts we see in those stores are so…
Those changes included layout changes encompassing nearly half of our center store grocery assortment, a complete reimagination of our Fun 101 floor pad, replacing nearly…
…to see strong growth beyond our first-party business. Specifically, gross billings from Roundel grew nearly 20%, Target Plus marketplace GMV grew more than 40%, and…
Agents: this page as TSV at /api/v1/appearances/target:2026-08-19:earnings_call · words: /api/v1/brief?appearance=target:2026-08-19:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP