Lululemon (LULU): FY27 Q2 earnings call, Sep 3, 2026
On its Sep 3, 2026 earnings call (FY27 Q2), Lululemon said 17 of the 34 words Kalshi and Polymarket listed; Parrot’s count agreed with all 34 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
34 words · 17 settled yes · our count agreed on 34 of 34- 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 |
|---|---|---|---|---|---|---|---|
| China 5+ times | Yes | 25 | 25 | ✓ | 81%transcripts from the transcript model | Hear it 2:30, China 5+ times | – |
| Quarter 15+ times | Yes | 25 | 25 | ✓ | 62%transcripts from the transcript model | Hear it 0:10, Quarter 15+ times | – |
| Growth 10+ times | Yes | 21 | 21 | ✓ | 80%transcripts from the transcript model | Hear it 2:52, Growth 10+ times | – |
| Tariff | Yes | 13 | 15 | ✓ | 95%n=2+tx from settlement history blended with transcripts | Hear it 22:20, Tariff | – |
| Tax | Yes | 9 | 9 | ✓ | 89%transcripts from the transcript model | Hear it 24:33, Tax | – |
| Innovation 5+ times | Yes | 7 | 7 | ✓ | 75%transcripts from the transcript model | Hear it 5:18, Innovation 5+ times | – |
| Marathon | Yes | 6 | 6 | ✓ | 59%transcripts from the transcript model | Hear it 10:10, Marathon | – |
| Capital | Yes | 4 | 4 | ✓ | 89%transcripts from the transcript model | Hear it 25:13, Capital | – |
| Design | Yes | 4 | 4 | ✓ | 84%transcripts from the transcript model | Hear it 7:36, Design | – |
| Outerwear | Yes | 3 | 3 | ✓ | 69%transcripts from the transcript model | Hear it 9:01, Outerwear | – |
| Exchange | Yes | 2 | 2 | ✓ | 83%transcripts from the transcript model | Hear it 22:58, Exchange | – |
| Waterline | Yes | 2 | 2 | ✓ | 51%transcripts from the transcript model | Hear it 45:31, Waterline | – |
| Lifestyle | Yes | 1 | 1 | ✓ | 78%transcripts from the transcript model | Hear it 36:13, Lifestyle | – |
| Headwind | Yes | 1 | 1 | ✓ | 78%n=1+tx from settlement history blended with transcripts | Hear it 6:24, Headwind | – |
| Energy | Yes | 1 | 1 | ✓ | 77%transcripts from the transcript model | Hear it 10:30, Energy | – |
| AI / Artificial Intelligence | Yes | 1 | 1 | ✓ | 75%n=2+tx from settlement history blended with transcripts | Hear it 11:58, AI / Artificial Intelligence | – |
| Iran / Middle East | Yes | 1 | 1 | ✓ | 38%transcripts from the transcript model | Hear it 19:36, Iran / Middle East | – |
| Profit 10+ times | No | 1 | 1 | ✓ | 8%transcripts from the transcript model | Hear it 22:02, Profit 10+ times | – |
| Fiscal 20+ times | No | 1 | 1 | ✓ | 4%transcripts from the transcript model | Hear it 31:44, Fiscal 20+ times | – |
| Daydrift | No | 0 | 0 | ✓ | 68%transcripts from the transcript model | – | |
| ShowZero | No | 0 | 0 | ✓ | 46%n=2+tx from settlement history blended with transcripts | – | |
| Membership | No | 0 | 0 | ✓ | 39%n=2+tx from settlement history blended with transcripts | – | |
| Iran | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – | |
| Like New | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – | |
| Holiday | No | 0 | 0 | ✓ | 24%n=2+tx from settlement history blended with transcripts | – | |
| PowerLu | No | 0 | 0 | ✓ | 24%n=2+tx from settlement history blended with transcripts | – | |
| Amex | No | 0 | 0 | ✓ | 18%n=2+tx from settlement history blended with transcripts | – | |
| Anthropic | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Churn | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Crisis | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Lawsuit | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Newsletter | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Trump | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Alo / Vuori | No | 0 | 0 | ✓ | 15%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 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.
25 matches for “China”; 5 quoted, at least 25 words apart.
…and I will spend most of our time discussing North America and China mainland, what has happened since our last earnings call, and the actions…
…revenue came in below our expectations, with the shortfall driven predominantly by China mainland, where revenue grew 4%. North America finished down 8% for Q2,…
…we will be updating also our product detail page. Shifting now to China Mainland. As Meghan mentioned, we have seen several issues impacting brand sentiment…
…call related to an event we held on the Great Wall of China. These factors have contributed to softness in both our store and digital…
…on a constant currency basis, well below our expectation. As you know, we have experienced rapid growth in China Mainland over the last several years.
Where the listed words were said
…teams, our strategy, the underlying strength of our brand, and the opportunity China Mainland continues to hold for Lululemon's future. End of Q2, we were…
Thank you and good afternoon. Welcome to Lululemon's Second Quarter Earnings Conference Call. Joining me today are Meghan Frank, interim co-CEO and CFO, and André…
…activation, and enterprise enablement. A key objective of our plan is to strengthen our full price sales trajectory and position the company for long-term growth.
…driven primarily by the following. 560 basis points of benefit from IEEPA tariff refunds, a 150 basis point decline in overall product margin, driven predominantly…
…20.7% of net revenue in Q2 2025. This result includes $134.5 million pre-tax benefit from IEEPA tariff refunds, which added 560 basis points to operating…
…believe our greatest opportunity is to build on this foundation through continued investment in product innovation, reinforcing our premium positioning, and the long-term brand health.
…cities in the U.S. and Canada. More recently, in August, we brought back our SeaWheeze Half Marathon and Festival for the first time since 2019.
…Tariff refunds and associated interests net of tax contributed $0.86 to EPS. Capital expenditures were approximately $150 million for the quarter, compared to approximately $178…
…Min Woo Lee. We are also pleased with the halo effect our design for golf tops are having on our ABC bottoms, as they pair…
…activities. You'll see updates across run with new cold weather innovations, and outerwear featuring Wunder Puff and our Featherweight Down franchise, and a new version…
…additional fulfillment costs as we optimize our North America DC network. Foreign exchange had 20 basis points of favorable impact. Excluding the tariff refund, gross…
…Q3, so a slight moderation. Then we are up against a high water line in Q4. So we are expecting markdowns to be approximately flat…
Agents: this page as TSV at /api/v1/appearances/lululemon:2026-09-03:earnings_call · words: /api/v1/brief?appearance=lululemon:2026-09-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP