Ross Stores (ROST): FY27 Q2 earnings call, Aug 20, 2026

On its Aug 20, 2026 earnings call (FY27 Q2), Ross Stores said 6 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

14 words · 6 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
Off-Price Yes812✓82%transcripts from the transcript modelHear it 22:18, Off-Price–
Home Yes57✓77%transcripts from the transcript modelHear it 3:40, Home–
Closeout Yes45✓77%transcripts from the transcript modelHear it 4:40, Closeout–
Packaway Yes22✓87%transcripts from the transcript modelHear it 4:04, Packaway–
Northeast Yes23✓76%transcripts from the transcript modelHear it 51:52, Northeast–
Flywheel Yes23✓42%transcripts from the transcript modelHear it 15:02, Flywheel–
California No00✓74%transcripts from the transcript model–
New York No00✓72%transcripts from the transcript model–
Bankruptcy No00✓56%transcripts from the transcript model–
Texas No00✓45%transcripts from the transcript model–
Self-Checkout No00✓44%transcripts from the transcript model–
Dress for Less No00✓34%transcripts from the transcript model–
Beauty No01✓33%transcripts from the transcript model–
Korean 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 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.

Where the listed words were said

Jim Conroycompany“Off-Price” · qa · 22:20Hear it 22:15, Jim Conroy

…our growth. The team, and this absolutely predates me, I am learning Off Price. The team under Karen and Ken in each of the divisions…

Jim Conroycompany“Home” · prepared · 3:42Hear it 3:41, Jim Conroy

…was broad-based across both merchandise categories and geographies. In the second quarter, home and cosmetics were our strongest businesses. By geography, we saw strength across…

Jim Conroycompany“Closeout” · prepared · 4:42Hear it 4:36, Jim Conroy

…our inventory and continue to have plenty of flexibility to capitalize on closeout opportunities as we enter the fall season. Turning to store growth. We…

Jim Conroycompany“Packaway” · prepared · 4:06Hear it 4:06, Jim Conroy

Packaway represented 36% of total inventory, compared with 38% last year. We are leveraging our inventory position to not only meet the demand of higher…

Michael Hartshorncompany“Northeast” · qa · 51:54Hear it 51:49, Michael Hartshorn

…In terms of where we're going, clearly, you see us entering the Northeast. We've been very happy with that performance. Our overall new store performance…

Jim Conroycompany“Flywheel” · qa · 15:04Hear it 14:59, Jim Conroy

…sort of two schools of thought. Can you comp the comp versus are you building momentum and can the flywheel continue to grow the business?

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