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.
25 matches for “Growth”; 5 quoted, at least 25 words apart.
…how we are executing our action plan to strengthen our brand, re-accelerate growth, and create value for shareholders. André and I are working side by…
…team as we enter the year is returning to full price sales growth in North America through a series of steps that include the inflection…
…and focus on scaling more effectively while continuing to invest in key growth initiatives. Key work streams are increasing efficiencies across inventory management, supply chain,…
…We have already taken decisive actions to position the business for sustainable growth. Looking forward, we have clear priorities and are moving with focus, speed,…
…relevance metrics will all remain solid in 2025. Let me speak to three of the strategies we are implementing to unlock growth in the region.
Where the listed words were said
…A 560 basis point decline in overall product margin, driven predominantly by tariff impact and higher markdowns. Tariffs had a gross negative impact of 520…
…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…
…shifts. In terms of CapEx, we do have some investments in the AI space, you know, shoring up our data and baseline so that we…
…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…
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