Will Ulta say “Tariff”?
Ulta did not say “Tariff” on its Aug 27, 2026 call (FY27 Q2); it said it on 4 of its last 8 calls: 0, 1, 2, 1, 4, 0, 0, 0 times. As of Oct 24, 2026, Ulta said “Tariff” on 1 of 4 calls with a settled Kalshi or Polymarket mention market since Dec 4, 2025 (25%), most recently on Dec 4, 2025. Parrot’s p for the next listing is 40% (n=4, from settlement history blended with transcripts), not a forecast.
- Last 10
- 1/4Last 10 settled, oldest to newest: yes no no no
- Streak
- not said the last 3 times
- Counts
- company speakers + operator
Where it was said
quotes of at most 25 words; select an appearanceUlta
Tariff
- Probability
- 40% · n=4
- Settled
- 1/4 (25%)
- Last calls
- said in 4 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
4 counted (2 in prepared remarks, 2 in Q&A); 2 by speakers the rule does not count.
…sales declines in personal styling tools, which continues to navigate pressures from tariff-related price increases. From a brand perspective, major new prestige launches from Moroccan…
…many of our brand partners continue to be cautious about passing through tariff-related price changes, we saw more brand-driven price increases in Q3 as compared…
Counts: company speakers + operator (not listed here; the usual rule)
1 counted (1 in prepared remarks, 0 in Q&A).
…their day-to-day spending and are watchful of pricing trends in response to tariffs. At the same time, beauty enthusiasts tell us that they're prioritizing their…
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.
…in close partnership with our brands to mitigate potential impacts of higher tariffs. In March, I shared our Ulta Beauty, Inc. unleashed plan, which is…
…are thinking about the potential impact on our business from the evolving tariff and global trade landscape. For context, in fiscal 2024, only about 1%…
Every settled listing
newest first · 5 shownQuestions
- How many times did Ulta say “Tariff” on its last earnings call?
- Ulta did not say “Tariff” on its Aug 27, 2026 call (FY27 Q2); it said it on 4 of its last 8 calls: 0, 1, 2, 1, 4, 0, 0, 0 times.
- How often does Ulta say “Tariff”?
- As of Oct 24, 2026, Ulta said “Tariff” on 1 of 4 calls with a settled Kalshi or Polymarket mention market since Dec 4, 2025 (25%), most recently on Dec 4, 2025.
- What is the probability Ulta says “Tariff” next time?
- 40%, from settlement history blended with transcripts (n=4). 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: ‘Tariff’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/ULTA/words/tariff (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=ulta&word=tariff · quotes: /api/v1/quotes?entity=ulta&word=… · columnar JSON in #parrot-data · llms.txt · MCP