BJ's Wholesale (BJ): FY27 Q2 earnings call, Aug 21, 2026

On its Aug 21, 2026 earnings call (FY27 Q2), BJ's Wholesale said 8 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.

Updated

Markets

14 words · 8 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 speakersAgreesProbabilityMarket
Digital Yes56✓94%transcripts from the transcript model–
General Merchandise Yes56✓93%transcripts from the transcript model–
ExpressPay Yes44✓82%transcripts from the transcript model–
Own Brand Yes45✓73%transcripts from the transcript model–
Fuel Yes46✓71%transcripts from the transcript model–
Gasoline Yes33✓67%transcripts from the transcript model–
Renewal Rate Yes12✓74%transcripts from the transcript model–
Rotterdam Yes11✓50%transcripts from the transcript model–
Egg No00✓69%transcripts from the transcript model–
Curbside No00✓53%transcripts from the transcript model–
Tally No00✓45%transcripts from the transcript model–
Diesel No00✓39%transcripts from the transcript model–
Ask Bev No00✓26%transcripts from the transcript model–
Wellesley Farms 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.

Where the listed words were said

Bob Eddycompany“Digital” · prepared

…penetration, in particular, continues to grow, and members who engage with our digital conveniences spend significantly more with us and are more loyal over time.…

Bob Eddycompany“General Merchandise” · prepared

…with the momentum we're building in this part of the business. Our general merchandise and services division sustained comp growth of 5.3% in the quarter,…

Bob Eddycompany“ExpressPay” · qa

…they order BOPIC or same-day delivery, they become better. If they use ExpressPay, where you check out in the clubs, they become even better than…

Bob Eddycompany“Own Brand” · qa

Yeah. We haven't talked about own brands in a while, but certainly a big business for us. Several billion dollars of our sales are done…

Bob Eddycompany“Fuel” · prepared

…Strong volume growth, combined with favorable pullback from peak gas prices, drove fuel profit dollars ahead of plan, which was a meaningful contributor to our…

Laura Felicecompany“Gasoline” · prepared

…year-over-year. Total comparable club sales increased 11.9%, and excluding the impact of gasoline sales, merchandise comparable sales increased 3.1%, driven by a balance of traffic…

Bob Eddycompany“Renewal Rate” · qa

…certainly want to renew all those members, and we had a fantastic renewal rate performance during the quarter as well. We now are at another…

Bill Wernercompany“Rotterdam” · qa

We're excited for the Q3 clubs to get our Rotterdam club relocated and open for our members, as well as opening up our second Alabama…

Agents: this page as TSV at /api/v1/appearances/bjs-wholesale:2026-08-21:earnings_call · words: /api/v1/brief?appearance=bjs-wholesale:2026-08-21:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP