Lululemon Athletica Inc.'s Stock Analysis

Lululemon Updates Fourth Quarter Revenue and Earnings Expectations

Lululemon Athletica Inc. has revised its expectations for the fourth fiscal quarter of 2025, projecting net revenue to be at the high end of the previous guidance range of $3.500 billion to $3.585 billion, and diluted earnings per share to fall between $4.66 and $4.76. The company has not altered its guidance for gross margin, selling, general and administrative expenses, or the effective tax rate, indicating stable operational expectations despite the revenue increase.

Chief Financial Officer Meghan Frank noted that the anticipated performance is based on the company's results during the holiday season. Lululemon will engage with analysts and investors at the ICR Conference from January 12-14, 2026, further discussing its business strategies and market opportunities.

Jan 12, 2026 16:16:14

Lululemon Responds to Board Nomination and Growth Strategy

Lululemon Athletica has announced that Chip Wilson intends to nominate three candidates for election to the company's Board of Directors at the upcoming 2026 Annual Meeting of Shareholders. The Board has engaged with Wilson in the past and will evaluate his nominees according to its governance process. The company emphasized that shareholders do not need to take any action at this time and will provide a formal recommendation regarding the nominations in the definitive proxy statement prior to the meeting.

The company reported significant growth over the last decade, with revenues expected to reach $11 billion in fiscal year 2025, a substantial increase from $2.1 billion in fiscal year 2015. Income from operations has also grown nearly sixfold during this period. Lululemon's Board of Directors is currently searching for a new CEO to further enhance its growth strategy, while also highlighting the importance of its engaged Board and leadership team in driving long-term shareholder value.

Dec 29, 2025 17:05:42

Lululemon Announces Leadership Changes and Financial Results Update

Lululemon Athletica reported a 7% increase in net revenue to $2.6 billion for the third quarter ending November 2, 2025, despite a 2% decrease in revenue from the Americas and a 33% increase internationally. The company also experienced a decline in diluted earnings per share, which fell to $2.59 from $2.87 year-over-year. Additionally, the board approved a $1.0 billion increase to its stock repurchase program, bringing the total authorized amount to approximately $1.6 billion.

In a leadership transition, Calvin McDonald will step down as CEO effective January 31, 2026, with Meghan Frank and Andre Maestrini appointed as interim co-CEOs. Their compensation packages include significant retention bonuses and equity awards. The company’s financial outlook for the fourth quarter anticipates net revenue between $3.500 billion and $3.585 billion, reflecting a potential decline or modest growth compared to the previous year. Lululemon ended the quarter with $1.0 billion in cash and equivalents and an increase in inventories by 11%.

Dec 11, 2025 16:08:54

Lululemon Announces Leadership Changes with New President Appointment

Celeste Burgoyne, the President of the Americas and Global Guest Innovation at Lululemon, will resign effective December 31, 2025, after nearly 19 years with the company. She has played a significant role in the company's growth and development, particularly in North America. During her transition period, she will assist in ensuring a smooth handover of her responsibilities.

Andre Maestrini has been appointed as the new President and Chief Commercial Officer, effective immediately. Previously serving as Executive Vice President of International, Maestrini has been instrumental in expanding Lululemon's international presence and increasing revenues in various markets. His new role will involve overseeing all regions, stores, and digital channels globally, as well as leading the company's commercial strategy to enhance market expansion and revenue generation.

Nov 21, 2025 16:39:19

Lululemon Secures $600 Million Credit Facility with Extensions

Lululemon Athletica has entered into a Second Amended and Restated Credit Agreement, providing for a $600 million unsecured revolving credit facility with a maturity date of October 15, 2030. The agreement allows for potential increases in commitments up to $1 billion and includes provisions for prepayment and commitment reductions without penalties, subject to customary breakage costs.

The Credit Agreement is backed by Lululemon and its subsidiaries and includes various covenants that limit indebtedness, asset dispositions, and changes in business operations. The borrowing interest rates are tied to alternative benchmarks, with margins determined by the company's credit ratings and financial ratios. The agreement also contains standard representations, warranties, and events of default, ensuring protections for lenders.

Oct 21, 2025 16:16:54

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