Aritzia (ATZAF): FY27 Q2 earnings call, Oct 8, 2026
On its Oct 8, 2026 earnings call (FY27 Q2), Aritzia said 9 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 · 9 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 | 9 | 9 | ✓ | 92%transcripts from the transcript model | – |
| Conversion | Yes | 3 | 3 | ✓ | 78%transcripts from the transcript model | – |
| AI | Yes | 2 | 2 | ✓ | 78%transcripts from the transcript model | – |
| Runway | Yes | 2 | 2 | ✓ | 78%transcripts from the transcript model | – |
| Payback | Yes | 2 | 2 | ✓ | 63%transcripts from the transcript model | – |
| Franchise | Yes | 1 | 1 | ✓ | 72%transcripts from the transcript model | – |
| Flagship | Yes | 1 | 1 | ✓ | 63%transcripts from the transcript model | – |
| New Orleans | Yes | 1 | 1 | ✓ | 63%transcripts from the transcript model | – |
| Super Puff | Yes | 1 | 1 | ✓ | 22%transcripts from the transcript model | – |
| Top of Mind | No | 0 | 0 | ✓ | 72%transcripts from the transcript model | – |
| Influencer | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| Personalization | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| Cashmere | No | 0 | 0 | ✓ | 22%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 22%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.
9 matches for “Tariff”; 5 quoted, at least 25 words apart.
…year. These results, which exclude the benefit of CAD 97 million in tariff refunds, demonstrate the tremendous earnings power of our business model as we…
…was driven by broad-based strength across channels, geographies, and product categories. Excluding tariff refunds, we expanded our adjusted EBITDA margin 590 basis points while continuing…
Excluding the benefit of CAD 97 million from tariff refunds, we delivered second quarter adjusted gross profit of CAD 570 million, an increase of 60%.…
…and savings from our smart spending initiative. Again, excluding the benefit from tariff refunds, adjusted EBITDA was CAD 246 million, an increase of 100% compared…
…margin outlook to an increase of 225-275 basis points. We have assumed U.S. global tariffs of 10%-12.5%. Our guidance excludes any benefit from tariff refunds.
Where the listed words were said
…basis points, and it's driven by continued IMU expansion, which includes lower tariff impacts, as well as occupancy cost leverage. We expect that 100-150 basis…
…sustained monthly downloads and deep client engagement. It continued to drive higher conversion, higher average monthly sessions, and repeat purchase behavior. In addition, the improvements…
…channel expansion and digital marketing optimization. Near-term priorities include, continuing to embed AI into how we work and support clients, ongoing website enhancements, releasing new…
…in the U.S. We remain exceptionally well-positioned to capitalize on our long runway for growth in the U.S. and beyond. This opportunity is underpinned by…
…months, yielding square footage growth in the mid-teens. New store productivity and paybacks remain exceptional. In Q2, we expanded into three new markets, Birmingham, New…
…combined strong performance of our new styles as well as the iconic franchises for which we're well-known and loved. We drove continued client engagement from…
…as our comps continue to grow. Obviously we have stores, like our flagships are much larger than that at 30,000 sq ft plus. But right…
…our brand. This quarter, we're introducing new and exciting styles and colors across cooler weather categories such as tailored outerwear, sweaters, and The Super Puff.
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