Ulta (ULTA): FY27 Q1 earnings call, Jun 2, 2026
On its Jun 2, 2026 earnings call (FY27 Q1), Ulta said 10 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
16 words · 10 settled yes · our count agreed on 16 of 16- 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 |
|---|---|---|---|---|---|---|
| Space NK | Yes | 11 | 11 | ✓ | 92%n=2+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | Yes | 7 | 7 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| Uncertainty | Yes | 5 | 5 | ✓ | 92%n=2+tx from settlement history blended with transcripts | – |
| Target | Yes | 3 | 3 | ✓ | 88%n=2+tx from settlement history blended with transcripts | – |
| Luxury | Yes | 3 | 3 | ✓ | 77%n=2+tx from settlement history blended with transcripts | – |
| Rare Beauty | Yes | 3 | 3 | ✓ | 35%transcripts from the transcript model | – |
| Middle East | Yes | 2 | 2 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| Reward | Yes | 2 | 2 | ✓ | 52%n=2+tx from settlement history blended with transcripts | – |
| Traffic | Yes | 2 | 3 | ✓ | 52%n=2+tx from settlement history blended with transcripts | – |
| Google / Gemini | Yes | 2 | 2 | ✓ | 17%transcripts from the transcript model | – |
| Holiday | No | 0 | 0 | ✓ | 95%n=2+tx from settlement history blended with transcripts | – |
| Headwind | No | 0 | 0 | ✓ | 58%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 55%n=2+tx from settlement history blended with transcripts | – |
| Diamond | No | 0 | 0 | ✓ | 44%n=2+tx from settlement history blended with transcripts | – |
| Store Opening | No | 0 | 0 | ✓ | 31%n=2+tx from settlement history blended with transcripts | – |
| Tailwind | No | 0 | 1 | ✓ | 22%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.
6 matches for “Healthy”; 5 quoted, at least 25 words apart.
…the business. First, our core U.S. business is fundamentally strong in delivering healthy sales growth. Second, the strategic initiatives we are driving to scale new…
…investments to position our business to deliver consistent double-digit earnings growth. Next, growth in the beauty category remains healthy even as consumers are increasingly value-focused.
…Space NK, which operates stores in the U.K. and Ireland, continues to deliver healthy, well-balanced growth, expand its loyal customer base, and gain market share.
…in the beginning of my remarks, the beauty and wellness categories remain healthy, and engagement is strong. At the same time, consumers continue to face…
…by strong performance in prestige haircare. New brands amika and Moroccanoil drove healthy growth, and exclusive brand Cécred continue to resonate with guests, driving robust…
Where the listed words were said
…to $2.8 billion last year. Total sales growth, excluding the impact of Space NK, was in the high single-digit range. During the quarter, we opened…
In addition, we continue to leverage AI to optimize our business. From a guest-facing perspective, we introduced an online shopping agent, Ulta AI, to enhance…
…this call include forward-looking statements. These statements are subject to risks and uncertainties that could cause our actual results to differ materially from our expectations…
…growth was partially offset by lower royalty income from our partnership with Target Corporation. Comparable sales for the period increased 5.3%, driven by a 3.7%…
…and have multiple levers to satisfy guests' value needs, including a diverse mass-to-luxury assortment that provides our guests with choices for every budget. Omnichannel accessibility…
…Tinted, and held several workshops to support education for brands like Redken, Rare Beauty, and Lancôme. As we look to Q2, we will stay focused…
…In addition, our franchise partner, Alshaya, opened our third store in the Middle East at the Dubai Mall, one of the largest and most visited…
During the quarter, we expanded our Ulta Beauty Rewards loyalty program to nearly 47 million members, up 4% year-over-year. We are leveraging our vast first-party…
…environment. We are really focused on how we can continue to drive traffic. We're very confident in our marketing and our merchandising plans to really…
Agents: this page as TSV at /api/v1/appearances/ulta:2026-06-02:earnings_call · words: /api/v1/brief?appearance=ulta:2026-06-02:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP