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.
12 matches for “Tariff”; 5 quoted, at least 25 words apart.
…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…
…will then dive into some detailed notes by brand, followed by a tariff and fuel cost update. Overall, our teams delivered another outstanding quarter, exceeding…
…were partially offset by higher initial merchandise costs due to higher year-over-year tariff costs, inbound freight fuel surcharges, and slightly higher markdowns at the Anthropologie…
…third quarter. The last topic I want to address is the overall tariff and freight environment and its impact on our business. First, let's discuss…
…expect to see a corresponding reduction in these expenses. Next, let's discuss tariffs. During the second quarter, we received substantially all of our refund relating…
Where the listed words were said
…to the second half of the year, we begin to anniversary higher tariffs in the prior year, and despite the recently enacted Section 301 tariffs,…
Tricia, you want to take the beauty question?
…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…
…double-digit operating income rate, which I am especially proud of this quarter given the IMU challenges our team faced with tariff and transportation cost headwinds.
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…
…year. We are assuming that current oil surcharges related to the ongoing Middle East war remain in effect for the remainder of FY 2027. These…
…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…
Agents: this page as TSV at /api/v1/appearances/urban-outfitters:2026-08-26:earnings_call · words: /api/v1/brief?appearance=urban-outfitters:2026-08-26:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP