Will Ulta say “Headwind”?

Ulta said “Headwind” 1 time on its Aug 27, 2026 call (FY27 Q2), and on 5 of its last 8 calls: 3, 2, 2, 0, 0, 1, 0, 1 times. As of Oct 24, 2026, Ulta said “Headwind” on 1 of 2 calls with a settled Kalshi mention market since Jun 2, 2026 (50%), most recently on Aug 27, 2026. Parrot’s p for the next listing is 53% (n=2, from settlement history blended with transcripts), not a forecast.

53%from settlement history blended with transcripts · n=2counts: company speakers + operator
Last 10
1/2Last 10 settled, oldest to newest: no yes
Streak
said last time
Counts
company speakers + operator
Updated

Where it was said

quotes of at most 25 words; select an appearance

Ulta

Headwind

Probability
53% · n=2
Settled
1/2 (50%)
Last calls
said in 5 of 8

Next listing counts: company speakers + operator

FY27 Q2 earnings call, Aug 27, 2026 · said 1 time (counts)

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Counts: company speakers + operator

1 counted (0 in prepared remarks, 1 in Q&A).

Chris Del Oreficecompanyqa · 47:14Hear it 47:12, Chris Del Orefice In transcript

…strong growth from our store fixed costs. This is inclusive of absorbing headwinds like increased fuel costs as well. The team across the board has…

FY27 Q1 earnings call, Jun 2, 2026 · not said

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FY25 Q4 earnings call, Mar 12, 2026 · said 1 time (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

1 counted (1 in prepared remarks, 0 in Q&A).

Chris Del OrfuscompanypreparedIn transcript

…channel mix and deleverage of store fixed costs and other revenue. These headwinds were mostly offset by lower inventory shrink and leverage of supply chain…

FY25 Q3 earnings call, Dec 4, 2025 · not said

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FY25 Q2 earnings call, Aug 28, 2025 · not said

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FY25 Q1 earnings call, May 29, 2025 · said 2 times (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

2 counted (2 in prepared remarks, 0 in Q&A); 2 by speakers the rule does not count.

Kecia SteelmancompanypreparedIn transcript

…exclusive brand Morphe and Ulta Beauty, Inc. collection did not fully offset headwinds from certain brands, which lapsed strong newness and social engagement in the…

Christopher HorversanalystqaIn transcript

…stores. So you know, some of that is the fading of that headwind, which you've talked about for a while now. Some of that seems…

Not counted under the usual rule (company speakers + operator); this word was not listed here.

Every match in the transcript

FY24 Q4 earnings call, Mar 13, 2025 · said 2 times (counts)

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FY24 Q3 earnings call, Dec 5, 2024 · said 3 times (counts)

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Every settled listing

newest first · 2 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Aug 27, 2026HeadwindKalshiYes1
Jun 2, 2026HeadwindKalshiNo0

Questions

How many times did Ulta say “Headwind” on its last earnings call?
Ulta said “Headwind” 1 time on its Aug 27, 2026 call (FY27 Q2), and on 5 of its last 8 calls: 3, 2, 2, 0, 0, 1, 0, 1 times.
How often does Ulta say “Headwind”?
As of Oct 24, 2026, Ulta said “Headwind” on 1 of 2 calls with a settled Kalshi mention market since Jun 2, 2026 (50%), most recently on Aug 27, 2026.
What is the probability Ulta says “Headwind” next time?
53%, from settlement history blended with transcripts (n=2). 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, “Ulta: ‘Headwind’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/ULTA/words/headwind (CC BY 4.0)

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