Will Lululemon say “Tariff”?
Lululemon said “Tariff” 15 times on its Sep 3, 2026 call (FY27 Q2), and on each of its last 8 calls: 2, 8, 30, 24, 15, 12, 8, 15 times. As of Oct 24, 2026, Lululemon said “Tariff” on 3 of 3 calls with a settled Kalshi or Polymarket mention market since Mar 17, 2026 (100%), most recently on Sep 3, 2026. Parrot’s p for the next listing is 96% (n=3, from settlement history blended with transcripts), not a forecast.
- Last 10
- 3/3Last 10 settled, oldest to newest: yes yes yes
- Streak
- said the last 3 times
- Counts
- company speakers + operator
Where it was said
quotes of at most 25 words; select an appearance
Lululemon
Tariff
- Probability
- 96% · n=3
- Settled
- 3/3 (100%)
- Last calls
- said in 8 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
13 counted (12 in prepared remarks, 1 in Q&A); 2 by speakers the rule does not count.
…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…
…network. Foreign exchange had 20 basis points of favorable impact. Excluding the tariff refund, gross margin was 50 basis points better than our guidance for…
Counts: company speakers + operator
8 counted (8 in prepared remarks, 0 in Q&A).
…last year and was driven primarily by the following. A 330 basis point decline in overall product margin, driven predominantly by tariff impact and markdowns.
…between dollar inventory growth and unit inventory growth relates predominantly to higher tariff rates relative to last year and foreign exchange. We repurchased approximately 2.2…
Counts: company speakers + operator
12 counted (11 in prepared remarks, 1 in Q&A).
…expenses, we've been particularly vigilant over the last two years as sales trends in the U.S. have faced headwinds and tariff policy has added pressure.
Every settled listing
newest first · 4 shown
Polymarket
KalshiQuestions
- How many times did Lululemon say “Tariff” on its last earnings call?
- Lululemon said “Tariff” 15 times on its Sep 3, 2026 call (FY27 Q2), and on each of its last 8 calls: 2, 8, 30, 24, 15, 12, 8, 15 times.
- How often does Lululemon say “Tariff”?
- As of Oct 24, 2026, Lululemon said “Tariff” on 3 of 3 calls with a settled Kalshi or Polymarket mention market since Mar 17, 2026 (100%), most recently on Sep 3, 2026.
- What is the probability Lululemon says “Tariff” next time?
- 96%, from settlement history blended with transcripts (n=3). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: company speakers + operator.
Cite parrot.markets, “Lululemon: ‘Tariff’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/LULU/words/tariff (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=lululemon&word=tariff · quotes: /api/v1/quotes?entity=lululemon&word=… · columnar JSON in #parrot-data · llms.txt · MCP