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.
UpdatedMarkets
12 words · 7 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi
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 | Market |
|---|---|---|---|---|---|---|
| Tariff | Yes | 8 | 9 | ✓ | 87%transcripts from the transcript model | – |
| Ron | Yes | 5 | 5 | ✓ | 54%transcripts from the transcript model | – |
| ARGOS | Yes | 3 | 4 | ✓ | 65%transcripts from the transcript model | – |
| Advance Reward | Yes | 2 | 2 | ✓ | 64%transcripts from the transcript model | – |
| Good Part | Yes | 2 | 2 | ✓ | 33%transcripts from the transcript model | – |
| LIFO | Yes | 1 | 1 | ✓ | 74%transcripts from the transcript model | – |
| Net Promoter | Yes | 1 | 1 | ✓ | 42%transcripts from the transcript model | – |
| Worldpac | No | 0 | 0 | ✓ | 74%transcripts from the transcript model | – |
| Zebra | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Peak Driving | No | 0 | 0 | ✓ | 53%transcripts from the transcript model | – |
| Same Store | No | 0 | 1 | ✓ | 45%transcripts from the transcript model | – |
| Palantir | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
13 matches for “Headwind”; 5 quoted, at least 25 words apart.
…Our margin outlook balances the tailwind from recent tariff refunds with incremental headwinds stemming from shifts in channel mix and increased commodity costs. We will…
…reduction in discretionary spending compared to last year, and weather-related drivers during Q2 accounted for approximately 100-150 basis points of comps headwind in the quarter.
…Street Pro comp exceeded our total Pro comp by more than 200 basis points, helping offset the headwind created by the optimization of national accounts.
…mix shift due to the slowdown in DIY sales resulted in a headwind of approximately 20 basis points. Second, supply chain expenses, including higher freight…
However, this benefit is being fully offset by the headwind from changes in sales mix compared to our prior forecast and the incremental impact of…
Where the listed words were said
…improved profitability and working capital management, a reduction in cash expenses related to our store optimization activity last year, and the receipt of tariff refunds.
…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…
…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…
…engagement. We are collaborating with vendors on targeted media campaigns, leveraging Advance Rewards, providing store incentives, and optimizing online paid search to stimulate transaction…
…using, what geography of customers we're talking to, and how we get them in there. We're going to continue to promote our Good Parts campaign.
…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