Will Costco say “Renewal”?

Costco said “Renewal” 11 times on its Sep 24, 2026 call (FY26 Q4), and on each of its last 8 calls: 11, 3, 12, 15, 12, 13, 9, 11 times. As of Oct 24, 2026, Costco said “Renewal” on 4 of 4 calls with a settled Kalshi or Polymarket mention market since Sep 25, 2025 (100%), most recently on May 28, 2026. Parrot’s p for the next listing is 96% (n=4, from settlement history blended with transcripts), not a forecast.

96%from settlement history blended with transcripts · n=4Next: Earnings call, Dec 10, 2026 · counts: company speakers + operator
Last 10
4/4Last 10 settled, oldest to newest: yes yes yes yes
Streak
said the last 4 times
Counts
company speakers + operator
Market
90¢ Kalshi (may be delayed)
Updated

Where it was said

quotes of at most 25 words; select an appearance

Costco

Renewal

Probability
96% · n=4
Settled
4/4 (100%)
Last calls
said in 8 of 8

Next listing counts: company speakers + operator

FY26 Q4 earnings call, Sep 24, 2026 · said 11 times (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

11 counted (5 in prepared remarks, 6 in Q&A).

Ron Vachriscompanyprepared · 7:35Hear it 7:35, Ron Vachris In transcript

Executive member penetration reached an all-time high in fiscal year 2026. Renewal rates showed improvements again this quarter, with the increasing executive penetration likely to…

Gary Millerchipcompanyprepared · 13:07Hear it 13:06, Gary Millerchip In transcript

…last year, and 150.4 million cardholders up 3.6% year-over-year. In terms of renewal rates at Q4 end, our U.S. and Canada renewal rate was 92.3%,…

Every match in the transcript

FY26 Q3 earnings call, May 28, 2026 · said 9 times (counts)

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Counts: company speakers + operator

9 counted (4 in prepared remarks, 5 in Q&A).

Gary Millerchipcompanyprepared · 10:13Hear it 10:12, Gary Millerchip In transcript

…last year, and 148.5 million cardholders up 4% year-over-year. In terms of renewal rates at Q3 end, our U.S. and Canada renewal rate was 92.2%,…

Gary Millerchipcompanyprepared · 10:42Hear it 10:36, Gary Millerchip In transcript

…than warehouse sign-ups. As this population has grown as a percentage of our total base, this creates some downward pressure on the overall renewal rate.

Every match in the transcript

FY26 Q2 earnings call, Mar 5, 2026 · said 13 times (counts)

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Counts: company speakers + operator

13 counted (4 in prepared remarks, 9 in Q&A); 3 by speakers the rule does not count.

Gary MillerchipcompanypreparedIn transcript

…last year and 147.2 million cardholders, up 4.7% year-over-year. In terms of renewal rates, at Q2 end, our U.S. and Canada renewal rate was 92.1%,…

Every match in the transcript

FY26 Q1 earnings call, Dec 11, 2025 · said 12 times (counts)

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FY25 Q4 earnings call, Sep 25, 2025 · said 15 times (counts)

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FY25 Q3 earnings call, May 29, 2025 · said 12 times (counts)

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FY25 Q2 earnings call, Mar 6, 2025 · said 3 times (counts)

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FY25 Q1 earnings call, Dec 12, 2024 · said 11 times (counts)

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Every settled listing

newest first · 5 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
May 28, 2026RenewalKalshiYes9
Mar 5, 2026RenewalKalshiYes13
Dec 11, 2025RenewalPolymarketYes17
Dec 11, 2025RenewalKalshiYes12
Sep 25, 2025RenewalKalshiYes15

Questions

How many times did Costco say “Renewal” on its last earnings call?
Costco said “Renewal” 11 times on its Sep 24, 2026 call (FY26 Q4), and on each of its last 8 calls: 11, 3, 12, 15, 12, 13, 9, 11 times.
How often does Costco say “Renewal”?
As of Oct 24, 2026, Costco said “Renewal” on 4 of 4 calls with a settled Kalshi or Polymarket mention market since Sep 25, 2025 (100%), most recently on May 28, 2026.
What is the probability Costco says “Renewal” next time?
96%, from settlement history blended with transcripts (n=4). 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: ‘Renewal’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/COST/words/renewal (CC BY 4.0)

Agents: this page as TSV at /api/v1/word?entity=costco&word=renewal · quotes: /api/v1/quotes?entity=costco&word=… · columnar JSON in #parrot-data · llms.txt · MCP