Urban Outfitters (URBN): FY27 Q2 earnings call, Aug 26, 2026
On its Aug 26, 2026 earnings call (FY27 Q2), Urban Outfitters said 10 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 10 settled yes · our count agreed on 14 of 14- 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 | 11 | 12 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| Beauty | Yes | 5 | 7 | ✓ | 60%n=1+tx from settlement history blended with transcripts | – |
| Back to School | Yes | 4 | 4 | ✓ | 59%transcripts from the transcript model | – |
| Headwind | Yes | 3 | 3 | ✓ | 75%n=1+tx from settlement history blended with transcripts | – |
| Refund | Yes | 3 | 3 | ✓ | 47%transcripts from the transcript model | – |
| International / Internationally | Yes | 2 | 4 | ✓ | 64%n=1+tx from settlement history blended with transcripts | – |
| Middle East | Yes | 2 | 2 | ✓ | 46%n=1+tx from settlement history blended with transcripts | – |
| IEEPA | Yes | 2 | 2 | ✓ | 31%transcripts from the transcript model | – |
| Holiday | Yes | 1 | 1 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| Supply Chain | Yes | 1 | 1 | ✓ | 23%n=1+tx from settlement history blended with transcripts | – |
| Store Opening | No | 0 | 0 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| Claude | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| DoorDash | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Gemini | No | 0 | 0 | ✓ | 33%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.
7 matches for “Beauty”; 4 quoted, at least 25 words apart.
…you looking to expand into? When I think about, I think the beauty category, whether it was Urban and Free People, what is your thoughts…
Tricia, you want to take the beauty question?
…consistently, delivered high single-digit comps in Q2. We continue to expand the beauty assortment and our store footprint really thoughtfully. It's now in 23 stores,…
…the most to our customers, along with assortment breadth. We really believe beauty and wellness represent a new opportunity given how naturally they complement our…
Where the listed words were said
…adjusted basis, which does exclude one-time benefits related to refunds for IEEPA tariffs previously paid, associated interest income, and a tax benefit related to the…
…reach on platforms like TikTok, Search, Reddit, and ChatGPT. Additionally, for the back-to-school season, Urban Outfitters launched its first-ever connected TV commercial themed All Together…
…the team's exceptional execution, we were able to offset all of these headwinds and deliver an improved gross profit margin rate. Additionally, as you will…
…discuss tariffs. During the second quarter, we received substantially all of our refund relating to the incremental IEEPA tariffs imposed beginning in the spring of…
Yeah. Marni, thank you. Free People continues to see strong momentum internationally. We started the growth with DTC over a decade ago, in our first…
…expenses driven by fuel surcharges associated with the ongoing war in the Middle East. These additional costs had a negative impact of approximately 50 basis…
…products. This well-received event enabled the team to get strong fall and holiday season product reads, which the brand continues to distort into for the…
…enabling and hardening some of these more impactful AI use cases across supply chain, creative, design, marketing, inventory teams, and even other areas, and we're…
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