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.

0 matches for “Chip / Wilson”.

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“Ambassador” · prepared

…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 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