Ulta (ULTA): FY25 Q3 earnings call, Dec 4, 2025
On its Dec 4, 2025 earnings call (FY25 Q3), Ulta said 8 of the 12 words Kalshi and Polymarket listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 8 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Holiday | Yes | 20 | 21 | ✓ | 93%transcripts from the transcript model | – |
| Space NK | Yes | 15 | 17 | ✓ | 70%transcripts from the transcript model | – |
| Market Share | Yes | 9 | 10 | ✓ | 85%transcripts from the transcript model | – |
| Tariff | Yes | 4 | 6 | ✓ | 54%transcripts from the transcript model | – |
| Luxury | Yes | 4 | 4 | ✓ | 50%transcripts from the transcript model | – |
| Target | Yes | 3 | 5 | ✓ | 83%transcripts from the transcript model | – |
| Uncertainty | Yes | 2 | 2 | ✓ | 87%transcripts from the transcript model | – |
| Traffic | Yes | 1 | 1 | ✓ | 68%transcripts from the transcript model | – |
| Store Opening | No | 0 | 0 | ✓ | 65%transcripts from the transcript model | – |
| Diamond | No | 0 | 0 | ✓ | 45%transcripts from the transcript model | – |
| Reward | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| Wicked | No | 0 | 0 | ✓ | 39%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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
49 matches for “Growth”; 5 quoted, at least 25 words apart.
…proud of the steps our teams have taken to accelerate our top-line growth, increase our market share, and how these actions continue to resonate with…
…share gains in both brick and mortar and digital channels, loyalty member growth of 4% year over year to a record 46.3 million members, and…
…opportunities to tighten SG&A spend and optimize resources to drive long-term profitable growth which will be a key area of focus as we turn to…
…During the third quarter, both mass and prestige beauty markets delivered mid-single-digit growth, according to Surcana. Turning now to the key drivers of our performance,…
…satisfaction results for the quarter. We drove solid in-store traffic and sales growth, with successful execution of key moments and events, including back to school,…
Where the listed words were said
…60% of our US stores, which we believe positions us to capture holiday demand and beyond for this important and growing category. Skincare, our second…
…excited excited to expand our presence over time. Finally, in The UK, Space NK continues to perform well and our teams are making important progress…
…driving near-term expense pressure, we expect they will support long-term revenue and market share growth. Operating profit was $309 million compared to $319 million last…
…sales declines in personal styling tools, which continues to navigate pressures from tariff-related price increases. From a brand perspective, major new prestige launches from Moroccan…
…strongest growing category, delivering double-digit comp sales growth in Q3. Newness from luxury brands like Valentino and Dolce and Gabbana alongside compelling new-to-market brand launches…
…building a plan that really positions us to deliver against our long-term targets. We're still in the planning process we need to see where 2025…
…this call include forward-looking statements. These statements are subject to risks and uncertainties that could cause our actual results to differ materially from our expectations…
Agents: this page as TSV at /api/v1/appearances/ulta:2025-12-04:earnings_call · words: /api/v1/brief?appearance=ulta:2025-12-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP