Lululemon (LULU): FY26 Q4 earnings call, Mar 17, 2026
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.
UpdatedMarkets
9 words · 6 settled yes · our count agreed on 9 of 9- 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 |
|---|---|---|---|---|---|---|
| Tariff | Yes | 12 | 12 | ✓ | 92%transcripts from the transcript model | – |
| ShowZero | Yes | 5 | 5 | ✓ | 32%transcripts from the transcript model | – |
| AI / Artificial Intelligence | Yes | 5 | 7 | ✓ | 32%transcripts from the transcript model | – |
| Ambassador | Yes | 4 | 4 | ✓ | 80%transcripts from the transcript model | – |
| Unrestricted Power | Yes | 4 | 4 | ✓ | 16%transcripts from the transcript model | – |
| PowerLu | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Membership | No | 0 | 0 | ✓ | 78%transcripts from the transcript model | – |
| Holiday | No | 0 | 0 | ✓ | 48%transcripts from the transcript model | – |
| Amex | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “China”; 5 quoted, at least 25 words apart.
…Let me shift to our international business, where momentum remains strong. In China mainline, our guests responding well to our product assortment in Q4, with…
…increased 3% in Canada and was down 1% in the U.S. In China Mainland, revenue increased 28%, with comparable sales increasing 26%. Results were stronger…
…core updates over the course of the year. We expect revenue in China Mainland to be up approximately 20%, which takes into account our outperformance…
…30 in our international markets, with the majority of these planned for China. While we are taking a disciplined approach to capital spending, we continue…
…U.S. also in that range and Canada tracking slightly lower. We expect China Mainland to increase 25%-30% and rest of world to increase in the…
Where the listed words were said
…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.
…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…
…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…
…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…
…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