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.
UpdatedMarkets
14 words · 8 settled yes · our count agreed on 14 of 14- 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 |
|---|---|---|---|---|---|---|
| Digital | Yes | 5 | 6 | ✓ | 94%transcripts from the transcript model | – |
| General Merchandise | Yes | 5 | 6 | ✓ | 93%transcripts from the transcript model | – |
| ExpressPay | Yes | 4 | 4 | ✓ | 82%transcripts from the transcript model | – |
| Own Brand | Yes | 4 | 5 | ✓ | 73%transcripts from the transcript model | – |
| Fuel | Yes | 4 | 6 | ✓ | 71%transcripts from the transcript model | – |
| Gasoline | Yes | 3 | 3 | ✓ | 67%transcripts from the transcript model | – |
| Renewal Rate | Yes | 1 | 2 | ✓ | 74%transcripts from the transcript model | – |
| Rotterdam | Yes | 1 | 1 | ✓ | 50%transcripts from the transcript model | – |
| Egg | No | 0 | 0 | ✓ | 69%transcripts from the transcript model | – |
| Curbside | No | 0 | 0 | ✓ | 53%transcripts from the transcript model | – |
| Tally | No | 0 | 0 | ✓ | 45%transcripts from the transcript model | – |
| Diesel | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Ask Bev | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
| Wellesley Farms | 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.
6 matches for “General Merchandise”; 5 quoted, at least 25 words apart.
…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,…
…Our perishable grocery and sundries division comped up 2.8%, led by grocery. General merchandise and services grew 5.3%, driven by strength in consumer electronics and…
…in terms of the three-year stack on the port strikes and the general merchandise build from last year in Q4. But I think if you…
Thank you. Just our follow-up question is on general merchandise. I wondered if you could kind of talk through what we can expect from that…
…the changes in merchandising leadership. Stephanie Reibling has done a fantastic job. General merchandise is where the core of her experience lies. She has got…
Where the listed words were said
…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.…
…some talent beneath Stephanie in this area with a new GMM of general merchandise and a couple new DMMs as well. So, starts with the…
…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…
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…
…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…
…are maintaining our full-year guidance of 2%-3% comparable club sales growth, excluding gasoline. For adjusted EPS, we are raising our range and now expect $4.60-$4.80…
…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…
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