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.
10 matches for “Market Share”; 5 quoted, at least 25 words apart.
…steps our teams have taken to accelerate our top-line growth, increase our market share, and how these actions continue to resonate with our guests and…
…categories and channels with notable double-digit strength in our e-commerce results, continued market share gains in mass and prestige beauty including prestige market share gains…
…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…
…it's sort of indicative of, you know, really strong wallet share and market share performance. So just trying to gain conviction around you know, what's…
…that we have a long-term plan that really our business and taking market share and being a profitable business over time. So bottom line I…
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…
…make sure I cover all of the points. But in regards to market share, you know, prestige beauty, the industry grew in mid-single digits, and…
…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…
…into improving guest satisfaction results for the quarter. We drove solid in-store traffic and sales growth, with successful execution of key moments and events, including…
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