Advance Auto Parts: FY26 Q2 earnings call, Aug 20, 2026

On its Aug 20, 2026 earnings call (FY26 Q2), Advance Auto Parts said 7 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.

Updated

Markets

12 words · 7 settled yes · our count agreed on 12 of 12

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 speakersAgreesProbabilityMarket
Tariff Yes89✓87%transcripts from the transcript model–
Ron Yes55✓54%transcripts from the transcript model–
ARGOS Yes34✓65%transcripts from the transcript model–
Advance Reward Yes22✓64%transcripts from the transcript model–
Good Part Yes22✓33%transcripts from the transcript model–
LIFO Yes11✓74%transcripts from the transcript model–
Net Promoter Yes11✓42%transcripts from the transcript model–
Worldpac No00✓74%transcripts from the transcript model–
Zebra No00✓54%transcripts from the transcript model–
Peak Driving No00✓53%transcripts from the transcript model–
Same Store No01✓45%transcripts from the transcript model–
Palantir No00✓26%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 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

2 matches for “Advance Reward”; 2 quoted, at least 25 words apart.

Shane O'Kellycompanyprepared

…engagement. We are collaborating with vendors on targeted media campaigns, leveraging Advance Rewards, providing store incentives, and optimizing online paid search to stimulate transaction…

Shane O'Kellycompanyqa

Here's what's going on with that. We've got our Advance Rewards program that's been recently launched. We'll continue to reach out to that cohort of…

Where the listed words were said

Shane O'Kellycompany“Tariff” · prepared

…to trends during Q2. Our margin outlook balances the tailwind from recent tariff refunds with incremental headwinds stemming from shifts in channel mix and increased…

Ryan Grimslandcompany“Ron” · qa

…to give specific guidance for next year. But I'll tell you what Ron's doing in supply chain, because the bulk of this year is supply…

Shane O'Kellycompany“ARGOS” · qa

…in our stores. We know that value plays are important. We've got ARGOS, which is our private brand of oil, and we're now expanding across…

Ryan Grimslandcompany“LIFO” · prepared

…headwinds were offset by approximately 40 basis points of tailwind from immaterial LIFO and warehousing expenses in the quarter, compared to a headwind in the…

Shane O'Kellycompany“Net Promoter” · prepared

…quarter provided further evidence of progress on our store-based initiatives. NPS, or Net Promoter Scores, have improved to nearly 80 points from the high 60-point…

Agents: this page as TSV at /api/v1/appearances/advance-auto-parts:2026-08-20:earnings_call · words: /api/v1/brief?appearance=advance-auto-parts:2026-08-20:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP