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.
78 matches for “Growth”; 5 quoted, at least 25 words apart.
…plans while making important guest-facing investments to position our business for future growth. For the year, we grew net sales by nearly 10%, to $12.4…
…drove meaningful gains in awareness and brand love scores. We drove comp growth across all categories and made gifting easy with a curated and powerful…
…our focus, strengthen our capabilities, and position our business for sustainable, profitable growth in the rapidly evolving beauty market. We began the year with a…
…unleashed strategy, with a clear focus on three priorities: driving core business growth, scaling new businesses, and realigning our foundation for the future. Paired with…
…Z's most loved fragrance brand NOISE. We built and expanded into new growth channels through our international expansion beyond the U.S. with nearly 100 stores…
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…
…of our performance including Black Friday and Cyber Monday, along with key post-holiday events like our fan favorite Love Your Skin and Jumbo Love promotions.…
…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…
…brand partners to fuel the innovation pipeline with new products like Fenty's Diamond Collection and Morphe eyeshadow palettes, a new elevated go-to-market approach that established…
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