Costco (COST)

EarningsTranscriptsUpdated

As of Oct 24, 2026, Kalshi and Polymarket have settled 118 word markets on Costco’s earnings calls since 2025, on 35 different words; most reliably said: “Expansion” (5 of 5). Next call: Dec 10, 2026 (21 words listed).

Next: Earnings call ·

21 words listed · Occasion page

Who counts: Kalshi: company speakers + operator

Kalshi

Costco: the words listed for Thu, Dec 10, how often each was said on past occasions, and the probability for this one
WordQ1’25Dec '24Q2’25Mar '25Q3’25May '25Q4’25Sep '25Q1’26year agoQ2’26Mar '26Q3’26May '26Q4’26last callTrendLast 8ScriptedAll-timeProbabilityMarket
Inflation4 times: Inflation, Q1’25 Dec '24, counts as said12 times: Inflation, Q2’25 Mar '25, counts as said25 times: Inflation, Q3’25 May '25, counts as said17 times: Inflation, Q4’25 Sep '25, counts as said10 times: Inflation, Q1’26 Dec '25, counts as said12 times: Inflation, Q2’26 Mar '26, counts as said23 times: Inflation, Q3’26 May '26, counts as said37 times: Inflation, Q4’26 Sep '26, counts as saidrising8/8100%8/8100%76/8392%98%n=4+tx from settlement history blended with transcripts92¢ Kalshi
Membership20 times: Membership, Q1’25 Dec '24, counts as said21 times: Membership, Q2’25 Mar '25, counts as said12 times: Membership, Q3’25 May '25, counts as said45 times: Membership, Q4’25 Sep '25, counts as said25 times: Membership, Q1’26 Dec '25, counts as said23 times: Membership, Q2’26 Mar '26, counts as said31 times: Membership, Q3’26 May '26, counts as said43 times: Membership, Q4’26 Sep '26, counts as saidrising8/8100%8/8100%82/8399%98%n=4+tx from settlement history blended with transcripts92¢ Kalshi
Tariff4 times: Tariff, Q1’25 Dec '24, counts as said7 times: Tariff, Q2’25 Mar '25, counts as said27 times: Tariff, Q3’25 May '25, counts as said17 times: Tariff, Q4’25 Sep '25, counts as said6 times: Tariff, Q1’26 Dec '25, counts as said14 times: Tariff, Q2’26 Mar '26, counts as said6 times: Tariff, Q3’26 May '26, counts as said17 times: Tariff, Q4’26 Sep '26, counts as saidsteady8/8100%7/888%15/8318%96%n=5+tx from settlement history blended with transcripts85¢ Kalshi
Renewal11 times: Renewal, Q1’25 Dec '24, counts as said3 times: Renewal, Q2’25 Mar '25, counts as said12 times: Renewal, Q3’25 May '25, counts as said15 times: Renewal, Q4’25 Sep '25, counts as said12 times: Renewal, Q1’26 Dec '25, counts as said13 times: Renewal, Q2’26 Mar '26, counts as said9 times: Renewal, Q3’26 May '26, counts as said11 times: Renewal, Q4’26 Sep '26, counts as saidsteady8/8100%8/8100%82/8399%96%n=4+tx from settlement history blended with transcripts90¢ Kalshi
Kirkland11 times: Kirkland, Q1’25 Dec '24, counts as said9 times: Kirkland, Q2’25 Mar '25, counts as said8 times: Kirkland, Q3’25 May '25, counts as said10 times: Kirkland, Q4’25 Sep '25, counts as said3 times: Kirkland, Q1’26 Dec '25, counts as said3 times: Kirkland, Q2’26 Mar '26, counts as said4 times: Kirkland, Q3’26 May '26, counts as said11 times: Kirkland, Q4’26 Sep '26, counts as saidfalling8/8100%8/8100%42/8351%94%n=5+tx from settlement history blended with transcripts88¢ Kalshi
Expansion1 time: Expansion, Q1’25 Dec '24, counts as said2 times: Expansion, Q2’25 Mar '25, counts as said1 time: Expansion, Q3’25 May '25, counts as said5 times: Expansion, Q4’25 Sep '25, counts as said5 times: Expansion, Q1’26 Dec '25, counts as said3 times: Expansion, Q2’26 Mar '26, counts as said2 times: Expansion, Q3’26 May '26, counts as said1 time: Expansion, Q4’26 Sep '26, counts as saidsteady8/8100%4/850%77/8393%90%n=5+tx from settlement history blended with transcripts80¢ Kalshi
Instacart2 times: Instacart, Q1’25 Dec '24, counts as said0 times: Instacart, Q2’25 Mar '250 times: Instacart, Q3’25 May '255 times: Instacart, Q4’25 Sep '25, counts as said3 times: Instacart, Q1’26 Dec '25, counts as said2 times: Instacart, Q2’26 Mar '26, counts as said1 time: Instacart, Q3’26 May '26, counts as said2 times: Instacart, Q4’26 Sep '26, counts as saidsteady6/875%5/862%39/8347%81%n=2+tx from settlement history blended with transcripts76¢ Kalshi
Iran / Middle East1 time: Iran / Middle East, Q1’25 Dec '24, counts as said0 times: Iran / Middle East, Q2’25 Mar '250 times: Iran / Middle East, Q3’25 May '250 times: Iran / Middle East, Q4’25 Sep '250 times: Iran / Middle East, Q1’26 Dec '254 times: Iran / Middle East, Q2’26 Mar '26, counts as said2 times: Iran / Middle East, Q3’26 May '26, counts as said2 times: Iran / Middle East, Q4’26 Sep '26, counts as saidrising4/850%3/838%4/835%75%n=1+tx from settlement history blended with transcripts79¢ Kalshi
Uber / DoorDash1 time: Uber / DoorDash, Q1’25 Dec '24, counts as said0 times: Uber / DoorDash, Q2’25 Mar '250 times: Uber / DoorDash, Q3’25 May '255 times: Uber / DoorDash, Q4’25 Sep '25, counts as said2 times: Uber / DoorDash, Q1’26 Dec '25, counts as said2 times: Uber / DoorDash, Q2’26 Mar '26, counts as said0 times: Uber / DoorDash, Q3’26 May '262 times: Uber / DoorDash, Q4’26 Sep '26, counts as saidrising5/862%4/850%10/8312%68%transcripts from the transcript model47¢ Kalshi
GLP-1 / GLP 10 times: GLP-1 / GLP 1, Q1’25 Dec '240 times: GLP-1 / GLP 1, Q2’25 Mar '250 times: GLP-1 / GLP 1, Q3’25 May '250 times: GLP-1 / GLP 1, Q4’25 Sep '250 times: GLP-1 / GLP 1, Q1’26 Dec '250 times: GLP-1 / GLP 1, Q2’26 Mar '262 times: GLP-1 / GLP 1, Q3’26 May '26, counts as said4 times: GLP-1 / GLP 1, Q4’26 Sep '26, counts as saidrising2/825%2/825%2/832%67%n=1+tx from settlement history blended with transcripts66¢ Kalshi
Holiday3 times: Holiday, Q1’25 Dec '24, counts as said5 times: Holiday, Q2’25 Mar '25, counts as said0 times: Holiday, Q3’25 May '254 times: Holiday, Q4’25 Sep '25, counts as said5 times: Holiday, Q1’26 Dec '25, counts as said0 times: Holiday, Q2’26 Mar '260 times: Holiday, Q3’26 May '261 time: Holiday, Q4’26 Sep '26, counts as saidfalling5/862%4/850%58/8370%66%n=4+tx from settlement history blended with transcripts82¢ Kalshi
Revenue0 times: Revenue, Q1’25 Dec '243 times: Revenue, Q2’25 Mar '25, counts as said0 times: Revenue, Q3’25 May '252 times: Revenue, Q4’25 Sep '25, counts as said4 times: Revenue, Q1’26 Dec '25, counts as said2 times: Revenue, Q2’26 Mar '26, counts as said1 time: Revenue, Q3’26 May '26, counts as said0 times: Revenue, Q4’26 Sep '26steady5/862%4/850%30/8336%62%n=5+tx from settlement history blended with transcripts79¢ Kalshi
Dividend1 time: Dividend, Q1’25 Dec '24, counts as said4 times: Dividend, Q2’25 Mar '25, counts as said0 times: Dividend, Q3’25 May '250 times: Dividend, Q4’25 Sep '250 times: Dividend, Q1’26 Dec '256 times: Dividend, Q2’26 Mar '26, counts as said4 times: Dividend, Q3’26 May '26, counts as said0 times: Dividend, Q4’26 Sep '26rising4/850%2/825%59/8371%61%n=5+tx from settlement history blended with transcripts32¢ Kalshi
Churro0 times: Churro, Q1’25 Dec '240 times: Churro, Q2’25 Mar '250 times: Churro, Q3’25 May '250 times: Churro, Q4’25 Sep '250 times: Churro, Q1’26 Dec '250 times: Churro, Q2’26 Mar '260 times: Churro, Q3’26 May '261 time: Churro, Q4’26 Sep '26, counts as saidrising1/812%1/812%3/834%43%n=1+tx from settlement history blended with transcripts44¢ Kalshi
Valuation0 times: Valuation, Q1’25 Dec '240 times: Valuation, Q2’25 Mar '250 times: Valuation, Q3’25 May '250 times: Valuation, Q4’25 Sep '250 times: Valuation, Q1’26 Dec '251 time: Valuation, Q2’26 Mar '26, counts as said1 time: Valuation, Q3’26 May '26, counts as said0 times: Valuation, Q4’26 Sep '26rising2/825%0/80%4/835%33%n=5+tx from settlement history blended with transcripts18¢ Kalshi
Automated / Automation0 times: Automated / Automation, Q1’25 Dec '240 times: Automated / Automation, Q2’25 Mar '250 times: Automated / Automation, Q3’25 May '250 times: Automated / Automation, Q4’25 Sep '250 times: Automated / Automation, Q1’26 Dec '251 time: Automated / Automation, Q2’26 Mar '26, counts as said0 times: Automated / Automation, Q3’26 May '260 times: Automated / Automation, Q4’26 Sep '26steady1/812%1/812%8/8310%29%transcripts from the transcript model56¢ Kalshi
Buyback / Buy Back0 times: Buyback / Buy Back, Q1’25 Dec '240 times: Buyback / Buy Back, Q2’25 Mar '250 times: Buyback / Buy Back, Q3’25 May '250 times: Buyback / Buy Back, Q4’25 Sep '250 times: Buyback / Buy Back, Q1’26 Dec '251 time: Buyback / Buy Back, Q2’26 Mar '26, counts as said1 time: Buyback / Buy Back, Q3’26 May '26, counts as said0 times: Buyback / Buy Back, Q4’26 Sep '26rising2/825%0/80%34/8341%29%n=1+tx from settlement history blended with transcripts12¢ Kalshi
Hot Dog0 times: Hot Dog, Q1’25 Dec '240 times: Hot Dog, Q2’25 Mar '251 time: Hot Dog, Q3’25 May '25, counts as said4 times: Hot Dog, Q4’25 Sep '25, counts as said0 times: Hot Dog, Q1’26 Dec '250 times: Hot Dog, Q2’26 Mar '261 time: Hot Dog, Q3’26 May '26, counts as said0 times: Hot Dog, Q4’26 Sep '26steady3/838%1/812%22/8327%28%n=5+tx from settlement history blended with transcripts36¢ Kalshi
Google / YouTube0 times: Google / YouTube, Q1’25 Dec '240 times: Google / YouTube, Q2’25 Mar '250 times: Google / YouTube, Q3’25 May '250 times: Google / YouTube, Q4’25 Sep '250 times: Google / YouTube, Q1’26 Dec '250 times: Google / YouTube, Q2’26 Mar '262 times: Google / YouTube, Q3’26 May '26, counts as said0 times: Google / YouTube, Q4’26 Sep '26rising1/812%1/812%21/8325%26%n=1+tx from settlement history blended with transcripts16¢ Kalshi
Gold Bar0 times: Gold Bar, Q1’25 Dec '240 times: Gold Bar, Q2’25 Mar '250 times: Gold Bar, Q3’25 May '250 times: Gold Bar, Q4’25 Sep '250 times: Gold Bar, Q1’26 Dec '252 times: Gold Bar, Q2’26 Mar '26, counts as said0 times: Gold Bar, Q3’26 May '260 times: Gold Bar, Q4’26 Sep '26rising1/812%0/80%3/834%24%n=2+tx from settlement history blended with transcripts10¢ Kalshi
Cannibalization0 times: Cannibalization, Q1’25 Dec '240 times: Cannibalization, Q2’25 Mar '250 times: Cannibalization, Q3’25 May '252 times: Cannibalization, Q4’25 Sep '25, counts as said0 times: Cannibalization, Q1’26 Dec '251 time: Cannibalization, Q2’26 Mar '26, counts as said0 times: Cannibalization, Q3’26 May '260 times: Cannibalization, Q4’26 Sep '26steady2/825%1/812%45/8354%22%n=2+tx from settlement history blended with transcripts8¢ Kalshi
  • times said on that call
  • counted as said (ring)
  • no call
  • probability next time, with n
  • Select a word or a cell for its quotes
What the columns mean
Last N
of the appearances shown, how many counted as said
Trend
how the count moved over these calls
Scripted
calls of the last 8 where it was said in the prepared remarks
All-time
every call on file
Probability
the calibrated probability for the next listing; n is the settled observations behind it when it was computed, '+tx' adds the transcripts, 'new' means too little history

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.

Every word

1–16 of 16, most settled first
Costco: every word with settled markets, most settled first
WordQ1’25Dec '24Q2’25Mar '25Q3’25May '25Q4’25Sep '25Q1’26Dec '25Q2’26Mar '26Q3’26May '26Q4’26last callTrendLast 8ScriptedAll-timeProbability
Spending2 times: Spending, Q1’25 Dec '24, counts as said3 times: Spending, Q2’25 Mar '25, counts as said2 times: Spending, Q3’25 May '25, counts as said1 time: Spending, Q4’25 Sep '25, counts as said0 times: Spending, Q1’26 Dec '251 time: Spending, Q2’26 Mar '26, counts as said3 times: Spending, Q3’26 May '26, counts as said8 times: Spending, Q4’26 Sep '26, counts as saidrising7/888%5/862%52/8363%85%n=5+tx from settlement history blended with transcripts
Labor2 times: Labor, Q1’25 Dec '24, counts as said2 times: Labor, Q2’25 Mar '25, counts as said0 times: Labor, Q3’25 May '253 times: Labor, Q4’25 Sep '25, counts as said1 time: Labor, Q1’26 Dec '25, counts as said1 time: Labor, Q2’26 Mar '26, counts as said0 times: Labor, Q3’26 May '261 time: Labor, Q4’26 Sep '26, counts as saidfalling6/875%4/850%59/8371%50%n=5+tx from settlement history blended with transcripts
Inventory5 times: Inventory, Q1’25 Dec '24, counts as said3 times: Inventory, Q2’25 Mar '25, counts as said11 times: Inventory, Q3’25 May '25, counts as said3 times: Inventory, Q4’25 Sep '25, counts as said7 times: Inventory, Q1’26 Dec '25, counts as said2 times: Inventory, Q2’26 Mar '26, counts as said3 times: Inventory, Q3’26 May '26, counts as said6 times: Inventory, Q4’26 Sep '26, counts as saidsteady8/8100%8/8100%77/8393%92%n=4+tx from settlement history blended with transcripts
Automation0 times: Automation, Q1’25 Dec '240 times: Automation, Q2’25 Mar '250 times: Automation, Q3’25 May '250 times: Automation, Q4’25 Sep '250 times: Automation, Q1’26 Dec '250 times: Automation, Q2’26 Mar '261 time: Automation, Q3’26 May '26, counts as said0 times: Automation, Q4’26 Sep '26steady1/812%0/80%6/837%10%n=4+tx from settlement history blended with transcripts
Black Friday2 times: Black Friday, Q1’25 Dec '24, counts as said0 times: Black Friday, Q2’25 Mar '250 times: Black Friday, Q3’25 May '250 times: Black Friday, Q4’25 Sep '251 time: Black Friday, Q1’26 Dec '25, counts as said0 times: Black Friday, Q2’26 Mar '260 times: Black Friday, Q3’26 May '260 times: Black Friday, Q4’26 Sep '26falling2/825%2/825%16/8319%36%n=1+tx from settlement history blended with transcripts
Consumer1 time: Consumer, Q1’25 Dec '24, counts as said4 times: Consumer, Q2’25 Mar '25, counts as said5 times: Consumer, Q3’25 May '25, counts as said2 times: Consumer, Q4’25 Sep '25, counts as said1 time: Consumer, Q1’26 Dec '25, counts as said2 times: Consumer, Q2’26 Mar '26, counts as said5 times: Consumer, Q3’26 May '26, counts as said11 times: Consumer, Q4’26 Sep '26, counts as saidrising8/8100%6/875%61/8373%91%n=1+tx from settlement history blended with transcripts
Gold2 times: Gold, Q1’25 Dec '24, counts as said2 times: Gold, Q2’25 Mar '25, counts as said1 time: Gold, Q3’25 May '25, counts as said6 times: Gold, Q4’25 Sep '25, counts as said6 times: Gold, Q1’26 Dec '25, counts as said9 times: Gold, Q2’26 Mar '26, counts as said6 times: Gold, Q3’26 May '26, counts as said3 times: Gold, Q4’26 Sep '26, counts as saidrising8/8100%8/8100%65/8378%93%n=1+tx from settlement history blended with transcripts
Growth31 times: Growth, Q1’25 Dec '24, counts as said18 times: Growth, Q2’25 Mar '25, counts as said21 times: Growth, Q3’25 May '25, counts as said32 times: Growth, Q4’25 Sep '25, counts as said37 times: Growth, Q1’26 Dec '25, counts as said42 times: Growth, Q2’26 Mar '26, counts as said42 times: Growth, Q3’26 May '26, counts as said50 times: Growth, Q4’26 Sep '26, counts as saidrising8/8100%8/8100%76/8392%97%n=1+tx from settlement history blended with transcripts
Margin18 times: Margin, Q1’25 Dec '24, counts as said11 times: Margin, Q2’25 Mar '25, counts as said21 times: Margin, Q3’25 May '25, counts as said16 times: Margin, Q4’25 Sep '25, counts as said8 times: Margin, Q1’26 Dec '25, counts as said19 times: Margin, Q2’26 Mar '26, counts as said22 times: Margin, Q3’26 May '26, counts as said13 times: Margin, Q4’26 Sep '26, counts as saidsteady8/8100%8/8100%82/8399%96%n=1+tx from settlement history blended with transcripts
Middle East1 time: Middle East, Q1’25 Dec '24, counts as said0 times: Middle East, Q2’25 Mar '250 times: Middle East, Q3’25 May '250 times: Middle East, Q4’25 Sep '250 times: Middle East, Q1’26 Dec '254 times: Middle East, Q2’26 Mar '26, counts as said2 times: Middle East, Q3’26 May '26, counts as said2 times: Middle East, Q4’26 Sep '26, counts as saidrising4/850%3/838%4/835%75%n=1+tx from settlement history blended with transcripts
Protein1 time: Protein, Q1’25 Dec '24, counts as said1 time: Protein, Q2’25 Mar '25, counts as said0 times: Protein, Q3’25 May '252 times: Protein, Q4’25 Sep '25, counts as said1 time: Protein, Q1’26 Dec '25, counts as said1 time: Protein, Q2’26 Mar '26, counts as said8 times: Protein, Q3’26 May '26, counts as said2 times: Protein, Q4’26 Sep '26, counts as saidrising7/888%6/875%30/8336%86%n=1+tx from settlement history blended with transcripts
Quarter15+ times50 times: Quarter 15+ times, Q1’25 Dec '24, counts as said56 times: Quarter 15+ times, Q2’25 Mar '25, counts as said87 times: Quarter 15+ times, Q3’25 May '25, counts as said52 times: Quarter 15+ times, Q4’25 Sep '25, counts as said64 times: Quarter 15+ times, Q1’26 Dec '25, counts as said46 times: Quarter 15+ times, Q2’26 Mar '26, counts as said53 times: Quarter 15+ times, Q3’26 May '26, counts as said63 times: Quarter 15+ times, Q4’26 Sep '26, counts as saidsteady8/8100%8/8100%82/8399%89%n=1+tx from settlement history blended with transcripts
Customer10+ times3 times: Customer 10+ times, Q1’25 Dec '24, below the threshold1 time: Customer 10+ times, Q2’25 Mar '25, below the threshold1 time: Customer 10+ times, Q3’25 May '25, below the threshold1 time: Customer 10+ times, Q4’25 Sep '25, below the threshold3 times: Customer 10+ times, Q1’26 Dec '25, below the threshold1 time: Customer 10+ times, Q2’26 Mar '26, below the threshold5 times: Customer 10+ times, Q3’26 May '26, below the threshold4 times: Customer 10+ times, Q4’26 Sep '26, below the thresholdrising0/80%0/80%3/834%10%n=1+tx from settlement history blended with transcripts
SNAP / Food Stamp0 times: SNAP / Food Stamp, Q1’25 Dec '240 times: SNAP / Food Stamp, Q2’25 Mar '250 times: SNAP / Food Stamp, Q3’25 May '250 times: SNAP / Food Stamp, Q4’25 Sep '250 times: SNAP / Food Stamp, Q1’26 Dec '250 times: SNAP / Food Stamp, Q2’26 Mar '260 times: SNAP / Food Stamp, Q3’26 May '260 times: SNAP / Food Stamp, Q4’26 Sep '26steady0/80%0/80%5/836%14%n=1+tx from settlement history blended with transcripts
Peptidenever said0 times: Peptide, Q1’25 Dec '240 times: Peptide, Q2’25 Mar '250 times: Peptide, Q3’25 May '250 times: Peptide, Q4’25 Sep '250 times: Peptide, Q1’26 Dec '250 times: Peptide, Q2’26 Mar '260 times: Peptide, Q3’26 May '260 times: Peptide, Q4’26 Sep '26steady0/80%0/80%0/830%12%n=1+tx from settlement history blended with transcripts
Retail Media9 times: Retail Media, Q1’25 Dec '24, counts as said4 times: Retail Media, Q2’25 Mar '25, counts as said1 time: Retail Media, Q3’25 May '25, counts as said1 time: Retail Media, Q4’25 Sep '25, counts as said4 times: Retail Media, Q1’26 Dec '25, counts as said3 times: Retail Media, Q2’26 Mar '26, counts as said9 times: Retail Media, Q3’26 May '26, counts as said0 times: Retail Media, Q4’26 Sep '26falling7/888%4/850%9/8311%73%n=1+tx from settlement history blended with transcripts
What the columns mean
Last N
of the appearances shown, how many counted as said
Trend
how the count moved over these calls
Scripted
calls of the last 8 where it was said in the prepared remarks
All-time
every call on file
Probability
the calibrated probability for the next listing; n is the settled observations behind it when it was computed, '+tx' adds the transcripts, 'new' means too little history

Appearances and settled record

latest 12

Our transcript counts matched how 118 of 118 settled words resolved (100.0%). How we check.

Recent appearances and how their listed words settled
DateAppearanceTextWordsSettledOur count agreed
Sep 24, 2026Earnings call FY26 Q4Speaker-labelled transcript3620 yes · 16 no36/36 (100%)
May 28, 2026Earnings call FY26 Q3Speaker-labelled transcript1813 yes · 5 no18/18 (100%)
Mar 5, 2026Earnings call FY26 Q2Speaker-labelled transcript1511 yes · 4 no15/15 (100%)
Dec 11, 2025Earnings call FY26 Q1Speaker-labelled transcript3322 yes · 11 no33/33 (100%)
Sep 25, 2025Earnings call FY25 Q4Speaker-labelled transcript1614 yes · 2 no16/16 (100%)
May 29, 2025Earnings call FY25 Q3Speaker-labelled transcript0––
Mar 6, 2025Earnings call FY25 Q2Speaker-labelled transcript0––
Dec 12, 2024Earnings call FY25 Q1Speaker-labelled transcript0––
Sep 26, 2024Earnings call FY24 Q4Speaker-labelled transcript0––
May 30, 2024Earnings call FY24 Q3Speaker-labelled transcript0––
Mar 7, 2024Earnings call FY24 Q2Speaker-labelled transcript0––
Dec 14, 2023Earnings call FY24 Q1Speaker-labelled transcript0––

Citeparrot.markets, “Costco (COST): earnings call word history”, as of Oct 24, 2026, https://parrot.markets/earnings/COST (CC BY 4.0)

Agents: this page as TSV at /api/v1/entity/costco · words: /api/v1/history?entity=costco · columnar JSON in #parrot-data · llms.txt · MCP