Ulta (ULTA): FY25 Q4 earnings call, Mar 12, 2026
On its Mar 12, 2026 earnings call (FY25 Q4), Ulta said 10 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 10 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi
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 |
|---|---|---|---|---|---|---|
| Space NK | Yes | 16 | 17 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| Holiday | Yes | 14 | 14 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Market Share | Yes | 10 | 10 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | Yes | 9 | 9 | ✓ | 36%transcripts from the transcript model | – |
| Target | Yes | 5 | 5 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| Uncertainty | Yes | 3 | 3 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Luxury | Yes | 2 | 2 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Middle East | Yes | 2 | 2 | ✓ | 56%transcripts from the transcript model | – |
| Reward | Yes | 2 | 2 | ✓ | 30%n=1+tx from settlement history blended with transcripts | – |
| Diamond | Yes | 1 | 1 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
| Traffic | No | 0 | 0 | ✓ | 75%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 74%n=1+tx from settlement history blended with transcripts | – |
| Store Opening | No | 0 | 0 | ✓ | 33%n=1+tx from settlement history blended with transcripts | – |
| Wicked | No | 0 | 0 | ✓ | 16%n=1+tx from settlement history blended with transcripts | – |
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 20, 2026 15:46 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 “Fragrance”; 5 quoted, at least 25 words apart.
…with a curated and powerful holiday assortment, impactful newness, and a leading fragrance offering. Our relentless commitment to operational excellence had store teams quickly restocking…
…new brands this year, including Moroccanoil, Amika, Medicube, Isima, Drake's Better World Fragrance, and Tir Tir among many more. Key elements that supported our merchandising…
…Peach & Lily; influencer-founded makeup brand DIBS; and Gen Z's most loved fragrance brand NOISE. We built and expanded into new growth channels through our…
…a higher mix of skincare sales than our Ulta Beauty, Inc. business. Fragrance was the strongest performing category again this quarter, delivering double-digit comp growth…
…in stores, and better in-stocks successfully positioned Ulta Beauty, Inc. as the fragrance destination this holiday season. The hair care category delivered its best comp…
Where the listed words were said
…Ulta Beauty, Inc. stores. We also opened two new and relocated one Space NK store. For the year, we opened a total of 63 net…
…$25.64. Today, I will start by briefly highlighting our fourth quarter and holiday performance and then discuss our full-year performance and the progress we made…
…growth in reactivated members and strong retention of existing members. We gained market share in both mass and prestige beauty. We delivered greater app engagement…
…through features like Split Card, and increased personalization through the power of AI in our automated marketing engine that delivered relevant, dynamic, and timely content…
…return to sustainable, profitable growth and to deliver against our long-term financial targets in fiscal 2026 and beyond. Before I turn to our plans and…
…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…
…retailer of choice to launch, build, scale, and globalize across the full low-to-luxury portfolio. We will continue to strengthen our appeal to meet guests' evolving…
…venture partner Grupo Axo, and the opening of two stores in the Middle East through our franchise partner Alshaya. Our newly launched marketplace, a curated…
…going to continue to double down and really start to reap the reward of the investments that we made in 2025 and harvest that in…
Agents: this page as TSV at /api/v1/appearances/ulta:2026-03-12:earnings_call · words: /api/v1/brief?appearance=ulta:2026-03-12:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP