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.

1 match for “PowerLu”; 1 quoted, at least 25 words apart.

Meghan Frankcompanyprepared

…a new training collection for women and men. It is constructed from PowerLu, our newest technical fabric innovation, which uses our highest filament yarn count…

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

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…

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

…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…

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