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.
5 matches for “Innovation”; 5 quoted, at least 25 words apart.
…new creative energy into our key franchises, deliver a consistent flow of innovation, increase our speed to market, and ensure a relentless focus on product…
Our product teams are focused on bringing new innovations to our guests, updating our iconic franchises, and leveraging our increased speed to market capabilities to…
…limited edition race kits for several of these events and featured additional innovation across our Swiftly, Mile Maker, and Go Further product collections. We are…
…15% fewer SKU, which allows us to better highlight new styles and innovation. Second, a sharper focus on merchandising by performance and lifestyle products, which…
…presentation of our products featuring these 15% fewer SKUs. That, as a matter of fact, allows us to better highlight the new styles and innovation.
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