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.

3 matches for “Flywheel”; 3 quoted, at least 25 words apart.

Jim Conroycompanyqa · 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?

Chuck Gromanalystqa · 21:36Hear it 21:30, Chuck Grom

…the past year and how it has translated into a stronger vendor flywheel, both in terms of new suppliers entering the mix, but also deeper…

Jim Conroycompanyqa · 46:50Hear it 46:46, Jim Conroy

…All of them work together and we continue to call it this flywheel or the virtuous cycle and we're going to continue to try to…

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…

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