Ulta (ULTA): FY27 Q2 earnings call, Aug 27, 2026
On its Aug 27, 2026 earnings call (FY27 Q2), Ulta said 15 of the 23 words Kalshi and Polymarket listed; Parrot’s count agreed with all 23 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
23 words · 15 settled yes · our count agreed on 23 of 23- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Growth 30+ times | Yes | 80 | 80 | ✓ | 79%transcripts from the transcript model | Hear it 1:50, Growth 30+ times | – |
| Fragrance | Yes | 13 | 13 | ✓ | 90%transcripts from the transcript model | Hear it 5:31, Fragrance | – |
| TikTok | Yes | 8 | 8 | ✓ | 71%transcripts from the transcript model | Hear it 5:18, TikTok | – |
| AI / Artificial Intelligence | Yes | 7 | 7 | ✓ | 84%n=2+tx from settlement history blended with transcripts | Hear it 14:36, AI / Artificial Intelligence | – |
| Uncertainty | Yes | 4 | 4 | ✓ | 91%n=3+tx from settlement history blended with transcripts | Hear it 1:02, Uncertainty | – |
| Traffic | Yes | 3 | 3 | ✓ | 61%n=3+tx from settlement history blended with transcripts | Hear it 2:41, Traffic | – |
| Healthy | Yes | 2 | 2 | ✓ | 85%transcripts from the transcript model | Hear it 19:31, Healthy | – |
| Luxury | Yes | 2 | 2 | ✓ | 82%n=3+tx from settlement history blended with transcripts | Hear it 21:20, Luxury | – |
| Reward | Yes | 2 | 2 | ✓ | 65%n=3+tx from settlement history blended with transcripts | Hear it 10:27, Reward | – |
| Rare Beauty | Yes | 2 | 2 | ✓ | 60%n=1+tx from settlement history blended with transcripts | Hear it 8:31, Rare Beauty | – |
| Google / Gemini | Yes | 2 | 2 | ✓ | 48%n=1+tx from settlement history blended with transcripts | Hear it 15:20, Google / Gemini | – |
| Holiday | Yes | 1 | 3 | ✓ | 87%n=3+tx from settlement history blended with transcripts | Hear it 32:11, Holiday | – |
| Iran / Middle East | Yes | 1 | 1 | ✓ | 69%transcripts from the transcript model | Hear it 11:56, Iran / Middle East | – |
| Headwind | Yes | 1 | 1 | ✓ | 30%n=1+tx from settlement history blended with transcripts | Hear it 47:12, Headwind | – |
| Store Opening | Yes | 1 | 1 | ✓ | 25%n=3+tx from settlement history blended with transcripts | Hear it 12:00, Store Opening | – |
| Fiscal 10+ times | No | 8 | 8 | ✓ | 45%transcripts from the transcript model | Hear it 0:07, Fiscal 10+ times | – |
| Product 20+ times | No | 8 | 8 | ✓ | 15%transcripts from the transcript model | Hear it 6:17, Product 20+ times | – |
| Cosmetic | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – | |
| Tariff | No | 0 | 0 | ✓ | 46%n=3+tx from settlement history blended with transcripts | – | |
| Times Square | No | 0 | 0 | ✓ | 35%transcripts from the transcript model | – | |
| Medicine | No | 0 | 0 | ✓ | 35%transcripts from the transcript model | – | |
| Diamond | No | 0 | 0 | ✓ | 29%n=3+tx from settlement history blended with transcripts | – | |
| Tailwind | No | 0 | 0 | ✓ | 16%n=1+tx from settlement history blended with transcripts | – |
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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
Where the listed words were said
…Beauty team delivered another quarter of impressive results, including 8.9% net sales growth, 10.1% operating profit growth, and 13.3% diluted earnings per share growth. Our…
…official grand opening campaign and the addition of several new brands to the shop, including TikTok's first live celebrity fragrance launch by rapper Ice Spice.
…attracting significant attention from brand partners who are interested in joining our TikTok Shop assortment and from creators who are interested in collaborating with the…
In addition, our AI-powered sourcing capabilities continue to optimize omnichannel inventory across all nodes, allowing us to meet greater guest and customer demand more efficiently…
…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…
At the same time, we strategically leveraged promotions to drive traffic and sales, fueled incremental sales through personalization, and increased app engagement, with the app…
…performance reflects the power of our Ulta Beauty Unleashed strategy, which drove healthy revenue, operating profit, and earnings growth. This performance was enabled by effective…
…marketing support for key fragrance moments and a thoughtfully curated assortment of both breakthrough exclusive newness and beloved luxury fragrance icons continue to drive momentum.
…active members, remains central to inspiring members through personalized experiences, meaningful rewards, and exclusive benefits that deepen engagement and build lasting relationships with…
…brands over time. From a broader newness perspective, newly launched brands like Rare Beauty, Amika, and Moroccanoil contributed nicely to performance. During the quarter, we…
…for beauty discovery, inspiration, and expertise. We also leveraged our partnership with Google Gemini to launch first-to-market capabilities, including multi-SKU purchases. At the same time,…
…Q3 and Q4 as we invest in Q3 to prepare for the holiday season, and therefore, would expect less EPS growth in Q3 versus Q4.…
Agents: this page as TSV at /api/v1/appearances/ulta:2026-08-27:earnings_call · words: /api/v1/brief?appearance=ulta:2026-08-27:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP