Lululemon (LULU): FY26 Q4 earnings call, Mar 17, 2026

Tue, Mar 17Earnings callSpeaker-labelled transcriptLululemon

On its Mar 17, 2026 earnings call (FY26 Q4), Lululemon said 6 of the 9 words Kalshi listed; Parrot’s count agreed with all 9 settlements. Quotes below are at most 25 words each.

Updated

Markets

9 words · 6 settled yes · our count agreed on 9 of 9

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Tariff Yes1212✓92%transcripts from the transcript model–
ShowZero Yes55✓32%transcripts from the transcript model–
AI / Artificial Intelligence Yes57✓32%transcripts from the transcript model–
Ambassador Yes44✓80%transcripts from the transcript model–
Unrestricted Power Yes44✓16%transcripts from the transcript model–
PowerLu Yes11✓16%transcripts from the transcript model–
Membership No00✓78%transcripts from the transcript model–
Holiday No00✓48%transcripts from the transcript model–
Amex No00✓34%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 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

4 matches for “Ambassador”; 4 quoted, at least 25 words apart.

Meghan Frankcompanyprepared

…of ShowZero was developed in collaboration with professional tennis player and Lululemon ambassador Frances Tiafoe and debuted at the BNP Paribas Open at Indian Wells…

Meghan Frankcompanyprepared

…to include more product-focused campaigns across social channels, which will leverage Lululemon ambassadors and other influencers to help ensure our guests are aware of new…

Meghan Frankcompanyqa

…think you'll see us shift more into utilizing brand appropriate influencers and ambassadors as we move throughout the year. We are really focused on our…

Meghan Frankcompanyqa

…guest activations we discussed, as well as utilizing brand appropriate influencers and ambassadors as we move throughout this year. I would say a little bit…

Where the listed words were said

Meghan Frankcompany“Tariff” · prepared

…expenses, we've been particularly vigilant over the last two years as sales trends in the U.S. have faced headwinds and tariff policy has added pressure.

Meghan Frankcompany“ShowZero” · prepared

…few of these for you, including Unrestricted Power, our newest iteration of ShowZero, and ThermaZen. Unrestricted Power is a new training collection for women and…

Meghan Frankcompany“AI / Artificial Intelligence” · prepared

…chain, and non-merchandise procurement, and reducing complexity while capitalizing on automation and AI opportunities. We know we must improve our performance in North America while…

Meghan Frankcompany“Unrestricted Power” · qa

…mentioned some of these in terms of some new innovations. We launched Unrestricted Power, ThermoZen, and ShowZero, which will be commercialized later this year. We…

Agents: this page as TSV at /api/v1/appearances/lululemon:2026-03-17:earnings_call · words: /api/v1/brief?appearance=lululemon:2026-03-17:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP