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.
11 matches for “Space NK”; 5 quoted, at least 25 words apart.
…U.S., we opened a handful of new stores across our international markets. Space NK, which operates stores in the U.K. and Ireland, continues to deliver…
…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…
…to improving inventory turns and the impact of favorable category mix from Space NK. Although elevated fuel prices resulted in higher-than-planned transportation costs, productivity and…
…billion, primarily reflecting additional inventory to support new brands, the acquisition of Space NK, and the impact of 70 net new Ulta Beauty stores. On…
…reflecting our strong Q1 performance and the benefit from the acquisition of Space NK. Given our strong Q1 performance, we are maintaining our comp sales…
Where the listed words were said
…expected double-digit growth in the first half. That was largely attributable to Space NK, and the anniversarying of Ulta Beauty Unleashed investments we made in…
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…
Ulta Beauty's diverse assortment, omnichannel convenience, and compelling loyalty rewards program uniquely positions us to meet our guests' evolving needs. Finally, we are staying focused…
…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