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.
14 matches for “Innovation”; 5 quoted, at least 25 words apart.
…for great product and experiences. We have strong teams who are motivated and excited to bring our new innovations and product assortments to our guests.
…are raising the bar on product design, delivering a consistent pulse of innovation, improving our speed to market, and ensuring a relentless focus on product…
…women and men. It is constructed from PowerLu, our newest technical fabric innovation, which uses our highest filament yarn count and offers a remarkably soft…
These are just some of the innovations that our team has been developing, and we are encouraged by the response from guests to these offerings.…
…and ensure all guests are made aware of our latest styles and innovations. Let me highlight two of our most recent activations for you, which…
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.
Next, we recently announced an updated version of our ShowZero no-show sweat technology meant for high sweat activities. This newest iteration of ShowZero was developed…
…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…
…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…
…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