Lululemon Athletica Inc.'s Stock Analysis

Lululemon Reports Q2 2025 Earnings and Revenue Growth Details

For the second quarter of fiscal 2025, Lululemon Athletica reported a revenue increase of 7% to $2.5 billion, with a 1% rise in comparable sales. The Americas saw a modest revenue increase of 1%, while international revenues surged by 22%. Despite the overall revenue growth, the company's diluted earnings per share decreased slightly to $3.10 from $3.15 in the previous year, and income from operations fell by 3% to $523.8 million. The company also repurchased 1.1 million shares for $278.5 million and opened 14 new stores, bringing the total to 784 locations.

Looking ahead, Lululemon revised its full-year revenue guidance to between $10.85 billion and $11 billion, representing a growth rate of 2% to 4%. The diluted earnings per share for the year are now expected to be between $12.77 and $12.97. The company highlighted challenges in its U.S. market and the impact of higher tariffs on its financial outlook. As of the end of the second quarter, Lululemon had $1.2 billion in cash and cash equivalents, with a 21% increase in inventory year-over-year.

Sep 04, 2025 16:10:29

Lululemon Reports 7% Revenue Increase in Q1 Fiscal 2025

Lululemon Athletica Inc. announced its financial results for the first quarter of fiscal 2025, reporting a 7% increase in net revenue to $2.4 billion, with a comparable sales increase of 1%. The company noted a 3% revenue increase in the Americas and a 19% increase internationally. Diluted earnings per share rose to $2.60, compared to $2.54 in the same quarter last year. The gross profit increased by 8% to $1.4 billion, with a gross margin of 58.3%. The company also repurchased 1.4 million shares for $430.4 million during the quarter and opened three new stores, bringing the total to 770 locations.

The company ended the quarter with $1.3 billion in cash and cash equivalents, while inventories rose by 23% year-over-year to $1.7 billion. For the second quarter of 2025, Lululemon expects net revenue to range between $2.535 billion and $2.560 billion, reflecting a growth of 7% to 8%. The company anticipates diluted earnings per share of $2.85 to $2.90 for the quarter, maintaining a tax rate of approximately 30%. Overall, Lululemon continues to focus on its growth strategy amid a dynamic macroeconomic environment.

Jun 05, 2025 16:10:27

Lululemon Reports Revenue Growth and Increased Earnings for 2024

Lululemon athletica inc. reported a 13% increase in fourth quarter revenue, reaching $3.6 billion, and a 10% increase in full year revenue to $10.6 billion. The company also saw a rise in diluted earnings per share, which were $6.14 for the fourth quarter and $14.64 for the full year. Additionally, gross profit increased by 15% to $2.2 billion, and the company repurchased 0.9 million shares for $332.2 million during the quarter, ending the year with 767 stores after opening 18 new locations.

On the downside, comparable sales for the Americas remained flat, with a 1% decrease noted for the full year, while the effective income tax rate increased from 28.1% in the previous year to 29.2% in the fourth quarter. Inventories rose by 9% to $1.4 billion, and although the company added 56 net new stores, the increase in selling, general, and administrative expenses as a percentage of revenue was noted at 31.5%, compared to 30.9% in the previous year.

Mar 27, 2025 16:10:00

lululemon Projects Q4 Revenue of $3.56 to $3.58 Billion

lululemon athletica inc. has raised its revenue expectations for the fourth quarter of fiscal 2024, now anticipating net revenue between $3.560 billion and $3.580 billion, reflecting an 11% to 12% growth compared to the previous year. The company also expects diluted earnings per share to be in the range of $5.81 to $5.85, an increase from earlier guidance. Additionally, lululemon anticipates a slight improvement in gross margin, now expected to increase by approximately 30 basis points from the previous year, contrasting with earlier projections of a decrease.

On the downside, the company is still facing challenges with selling, general, and administrative expenses, which are expected to see a deleverage of 80 to 90 basis points, although this is an improvement from the previous forecast of 90 to 100 basis points. There are no changes to the guidance for the effective tax rate. Overall, while lululemon's revenue and earnings forecasts have improved, the company continues to navigate complexities in managing its expenses.

Jan 13, 2025 16:11:38

Lululemon Reports $2.4 Billion Revenue with Increased Buyback Program

Lululemon athletica inc. reported a 9% increase in revenue for the third quarter of fiscal 2024, totaling $2.4 billion, alongside a 4% rise in comparable sales. The company experienced notable growth in international markets, with a 33% increase in international net revenue. The gross profit also rose by 12%, and diluted earnings per share reached $2.87, up from $1.96 in the same quarter last year. Additionally, Lululemon's board authorized a $1.0 billion increase in its stock repurchase program, bringing the total remaining authorization to approximately $1.8 billion.

Conversely, the Americas region saw a decrease in comparable sales by 2%, and the company’s effective income tax rate rose to 30.2% from 28.5% compared to the previous year. Furthermore, inventories increased by 8% year-over-year, which may raise concerns about stock management. The company also faced challenges with its U.S. business, indicating a need for further engagement to enhance brand awareness domestically.

Dec 05, 2024 16:11:50

Lululemon Reports Strong Q2 Growth Amid Challenges

Lululemon athletica inc. announced a 7% increase in revenue for the second quarter of fiscal 2024, reaching $2.4 billion. The company saw a significant boost in international sales, which rose by 29%, while comparable sales increased by 2%. Earnings per share also rose to $3.15, up from $2.68 in the previous year. The company’s gross profit and operating income both showed positive growth, indicating effective management and operational efficiency. Additionally, Lululemon repurchased 1.9 million shares, reflecting confidence in their financial position.

However, the U.S. market faced some challenges, with a 3% decline in comparable sales, highlighting potential weaknesses in domestic performance. Despite this, the overall results were bolstered by strong international growth, particularly in markets like China. The company ended the quarter with a solid cash position of $1.6 billion, but inventory levels decreased, suggesting a need for careful management of stock levels moving forward. Overall, while there are areas of concern domestically, the international success and strong financials paint a positive picture for Lululemon's future.

Aug 29, 2024 16:13:03

Lululemon Athletica Q1 2024: Revenue Up 10%, $1B Stock Repurchase

Lululemon Athletica's Q1 2024 showed a 10% revenue increase to $2.2 billion, with a 6% rise in comparable sales. The company authorized a $1 billion stock repurchase program increase. Despite a strong international market performance, Americas net revenue grew 3%. The company expects Q2 revenue of $2.4 billion and full-year revenue of $10.7-$10.8 billion, with a focus on sustainable growth.

Jun 05, 2024 16:10:16

lululemon Restructures Leadership for Growth

lululemon announces a new organizational structure with key leadership changes, including the departure of the Chief Product Officer. The Global Creative Director will now lead product design, while a Chief Brand & Product Activation Officer role is introduced. The company aims to accelerate growth, enhance product innovation, and improve go-to-market strategies. The CEO expresses confidence in the new leadership team's ability to address customer needs effectively.

May 21, 2024 17:01:45

Lululemon Reports Strong Revenue Growth in Q4 and FY 2023

Lululemon's fourth quarter revenue rose by 16%, reaching $3.2 billion, with diluted EPS of $5.29. Full-year revenue increased by 19% to $9.6 billion, with diluted EPS of $12.20. The company saw growth in net revenue, gross profit, and income from operations. It opened 25 new stores in Q4 and 56 in 2023. The CFO highlighted the resilience of their operating model. Cash reserves grew to $2.2 billion, and inventory decreased by 9%. The company projects a 9-10% revenue increase for Q1 2024 and an 11-12% growth for the year.

Mar 21, 2024 16:09:39

lululemon Raises Q4 Revenue and Earnings Expectations

lululemon athletica expects a 14-15% increase in net revenue and higher diluted earnings per share for Q4 fiscal 2023. Gross margin expectations have also been raised. The CFO attributes the strong holiday season performance to positive guest response and balanced sales trend. The company will discuss these updates at the ICR Conference.

Jan 08, 2024 16:10:44