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.
4 matches for “Headwind”; 4 quoted, at least 25 words apart.
…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.
…inflection in North America growth? And how are you thinking about the headwind from the removal of markdowns throughout the year and the introduction of…
…the majority of it as you step back. Obviously, we've got some headwinds and tariffs, but we're largely offsetting the year-over-year within the year. I…
Thanks, Paul. I would say we have not seen the headwind we've seen in North America in our international regions in terms of full price.…
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…
…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