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.

6 matches for “Digital”; 4 quoted, at least 25 words apart.

Bob Eddycompanyprepared

…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.…

Laura Felicecompanyprepared

…applying it towards profitably growing the business, including investments in membership, merchandising, digital capabilities, and real estate. We ended the quarter with net leverage of…

Gabriella Garranalystqa

…saw a nice 30% growth this quarter. I wanted to ask, as digital becomes a larger part of your business, what are you seeing in…

Bob Eddycompanyqa

…the question you're asking. The folks that engage with each of these digital properties become more valuable over time. They interact with us more. They…

Where the listed words were said

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