Lululemon (LULU): FY27 Q1 earnings call, Jun 4, 2026
On its Jun 4, 2026 earnings call (FY27 Q1), Lululemon said 4 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 4 settled yes · our count agreed on 12 of 12- 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 | 8 | 8 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 1 | 2 | ✓ | 78%transcripts from the transcript model | – |
| Ambassador | Yes | 1 | 1 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | Yes | 1 | 1 | ✓ | 67%n=1+tx from settlement history blended with transcripts | – |
| ShowZero | No | 0 | 0 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – |
| Unrestricted Power | No | 0 | 0 | ✓ | 55%n=1+tx from settlement history blended with transcripts | – |
| Membership | No | 0 | 0 | ✓ | 50%n=1+tx from settlement history blended with transcripts | – |
| PowerLu | No | 0 | 0 | ✓ | 41%n=1+tx from settlement history blended with transcripts | – |
| Chip / Wilson | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Holiday | No | 0 | 0 | ✓ | 28%n=1+tx from settlement history blended with transcripts | – |
| Amex | No | 0 | 0 | ✓ | 21%n=1+tx from settlement history blended with transcripts | – |
| Tailwind | No | 0 | 0 | ✓ | 16%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 “Capital”; 4 quoted, at least 25 words apart.
Capital expenditures were approximately $127 million for the quarter, compared to approximately $152 million in the Q1 last year. Q1 spend relates primarily to investments…
While we are taking a disciplined approach to capital spending and looking at all real estate deals on a case-by-case basis, we continue to see…
…levels in 2026 to be in line with 2025. Finally, for the full year, we now expect capital expenditures to be approximately $700 million-$720 million.
…of stores in the North American market. We still see return on capital of one year for our new stores and then two to three…
Where the listed words were said
…last year and was driven primarily by the following. A 330 basis point decline in overall product margin, driven predominantly by tariff impact and markdowns.
…direction. As we closed Q1 and entered Q2, we faced a few headwinds and a moderating sales trend. Based on our early analysis, there are…
…the Great Wall of China, where more than 2,000 guests and 70 ambassadors practiced yoga at the flagship event that launched a series of global…
…price and terms optimization, volume consolidation and rationalization, and implementing new technology, including AI-powered systems and automation to drive efficiencies across the enterprise.
Agents: this page as TSV at /api/v1/appearances/lululemon:2026-06-04:earnings_call · words: /api/v1/brief?appearance=lululemon:2026-06-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP