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.
10 matches for “Market Share”; 5 quoted, at least 25 words apart.
…and caring for our guests, delivering stronger-than-expected fourth quarter sales, and continued market share gains in mass and prestige beauty. Successful events fueled all of…
…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…
…an attractive and resilient category. Our Ulta Beauty unleashed strategy is fueling market share growth, driving guest engagement, and furthering our differentiation in a competitive…
…exclusive to Ulta Beauty, Inc., delivered strong growth in wellness. We took market share in the makeup category with low single-digit growth in total supported…
…the Ulta Beauty unleashed strategy enabled us to accelerate top-line growth, capture market share faster than expected, and ultimately exceed the commitments we made at…
Where the listed words were said
…with nearly 100 stores in five countries. This included our acquisition of Space NK, a luxury beauty retailer operating more than 80 stores in the…
…efforts to advance the business throughout 2025. We developed a thoughtful cross-functional holiday strategy supported by outstanding in-store and digital execution, bold and relevant marketing…
…As we look to fiscal 2026, we are focused on expanding our market share, driving returns from the investments we have made over the last…
…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…
…to continue our international expansion in the U.K., in Mexico, in the Middle East, through our existing partners. We will thoughtfully expand our wellness and…
…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