Will Costco say “Cannibalization”?
Costco did not say “Cannibalization” on its Sep 24, 2026 call (FY26 Q4); it said it on 2 of its last 8 calls: 0, 0, 0, 2, 0, 1, 0, 0 times. As of Oct 24, 2026, Costco did not say “Cannibalization” on any of the 2 calls with a settled Kalshi mention market since May 28, 2026. Parrot’s p for the next listing is 22% (n=2, from settlement history blended with transcripts), not a forecast.
- Last 10
- 0/2Last 10 settled, oldest to newest: no no
- Streak
- not said the last 2 times
- Counts
- company speakers + operator
- Market
- 7¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Costco
Cannibalization
- Probability
- 22% · n=2
- Settled
- 0/2 (0%)
- Last calls
- said in 2 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator (not listed here; the usual rule)
1 counted (1 in prepared remarks, 0 in Q&A).
…the strongest results in China, Taiwan and Korea. The negative impact of cannibalization was approximately 60 basis points for the total company. Moving to merchandise…
Counts: company speakers + operator (not listed here; the usual rule)
2 counted (0 in prepared remarks, 2 in Q&A); 1 by speakers the rule does not count.
…expand the company, and our operators have done a very good job dealing with the cannibalization we've dealt with in the existing markets we're in.
Sure. Yeah. Thanks for the questions. On cannibalization, it's really a reflection of our continued investment in filling warehouses to really make sure that we're…
Every settled listing
newest first · 2 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Sep 24, 2026 | Cannibalization |  Kalshi | No | 0 |
| May 28, 2026 | Cannibalization | Kalshi | No | 0 |
Questions
- How many times did Costco say “Cannibalization” on its last earnings call?
- Costco did not say “Cannibalization” on its Sep 24, 2026 call (FY26 Q4); it said it on 2 of its last 8 calls: 0, 0, 0, 2, 0, 1, 0, 0 times.
- How often does Costco say “Cannibalization”?
- As of Oct 24, 2026, Costco did not say “Cannibalization” on any of the 2 calls with a settled Kalshi mention market since May 28, 2026.
- What is the probability Costco says “Cannibalization” next time?
- 22%, from settlement history blended with transcripts (n=2). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: company speakers + operator.
Cite parrot.markets, “Costco: ‘Cannibalization’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/COST/words/cannibalization (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=costco&word=cannibalization · quotes: /api/v1/quotes?entity=costco&word=… · columnar JSON in #parrot-data · llms.txt · MCP