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Lululemon Athletica (LULU)
:LULU
Earnings Data
Report Date
May 29, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
2.59Last Year’s EPS
2.54Same Quarter Last Year
Moderate Buy
Based on 27 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 27, 2025
|% Change Since: -23.57%
|Next Earnings Date:May 29, 2025
Earnings Call Sentiment|Neutral
Lululemon's earnings call highlighted strong revenue growth and successful product innovation. However, challenges in the U.S. market due to traffic declines and significant FX and tariff headwinds are expected to pressure margins in 2025.Company Guidance
In the Lululemon Athletica Inc.'s fourth quarter and full-year 2024 financial results conference call, the company provided guidance for 2025, highlighting several key metrics. For the full year of 2025, Lululemon expects revenue to range between $11.15 billion and $11.3 billion, representing a growth of 7% to 8% when excluding the 53rd week. The company plans to open 40 to 45 net new stores, primarily in international markets, contributing to a 10% increase in square footage. Gross margins are anticipated to decrease by approximately 60 basis points due to factors such as foreign exchange headwinds and increased tariffs. SG&A expenses are expected to see a deleverage of 40 to 50 basis points as the company continues to invest in its Power of Three x2 roadmap. Operating margin is projected to decrease by 100 basis points compared to 2024. The effective tax rate is estimated at approximately 30%, and diluted earnings per share are expected to range from $14.95 to $15.15. Lululemon also plans capital expenditures of $740 million to $760 million to support business growth initiatives.Revenue Growth Exceeds Expectations
For Q4, total net revenue rose 13% or 14% in constant currency to $3.6 billion, and excluding the 53rd week, net revenue increased 8% or 9% in constant currency.
Strong International Performance
China Mainland revenue increased 38% or 39% in constant currency with comparable sales increasing 27%. In the Rest of World, revenue grew by 22% or 26% in constant currency.
Product Innovation and Launches
Successful launches of new product lines like Glow Up, Daydrift, BeCalm, and the expansion of the Align franchise indicate strong product innovation.
Share Repurchase Program
In Q4, Lululemon repurchased $332 million of stock, bringing total repurchases in 2024 to $1.6 billion, reflecting confidence in long-term prospects.
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LULU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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LULU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 27, 2025 | $341.53 | $293.06 | -14.19% |
| Dec 05, 2024 | $344.81 | $399.60 | +15.89% |
| Aug 29, 2024 | $259.01 | $259.47 | +0.18% |
| Jun 05, 2024 | $308.27 | $323.03 | +4.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Lululemon Athletica (LULU) report earnings?
Lululemon Athletica (LULU) is schdueled to report earning on May 29, 2025, TBA Not Confirmed.
What is Lululemon Athletica (LULU) earnings time?
Lululemon Athletica (LULU) earnings time is at May 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LULU EPS forecast?
LULU EPS forecast for the fiscal quarter 2025 (Q1) is 2.59.
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