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.
6 matches for “Tariff”; 5 quoted, at least 25 words apart.
…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…
…many of our brand partners continue to be cautious about passing through tariff-related price changes, we saw more brand-driven price increases in Q3 as compared…
…to work with our brand partners to understand how they're thinking about tariff mitigation going forward and price increases. And they are being very thoughtful,…
…kind of pricing with the price benefit that you had. And the tariff inventory hitting the income statement, should we expect more of a parity,…
…modest price increases like we've seen in other years. And and the tariff the the inventory will not yet fully be expressed with the pressure…
Where the listed words were said
…the Ulta Beauty Unleashed strategy, and discuss our outlook for the upcoming holiday. As I reflect over the past eleven months in my role as…
…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…
…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…
…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