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.
9 matches for “Tax”; 3 quoted, at least 25 words apart.
…of net revenue, compared to 28.9% of net revenue in Q4 2024. Tax expense for the quarter was $226 million or 27.8% of pre-tax earnings,…
…versus last year. For the full year 2026, we expect our effective tax rate to be approximately 30%, an increase from the 2025 effective tax…
…be in the range of $1.63-$1.68 versus EPS of $2.60 a year ago. We expect our effective tax rate in Q1 to be approximately 31.5%.
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.
…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