earnings
confidence high
sentiment negative
materiality 0.75
lululemon Q4 EPS falls to $5.01 from $6.14; Americas revenue declines 4% YoY; FY2026 EPS guide below prior year
lululemon athletica inc.
2025-FY EPS reported
$13.26
revenue$11,102,600,000
- Q4 net revenue $3.6B +1% YoY; Americas sales -4%; international sales +17%.
- Q4 diluted EPS $5.01 vs $6.14 YoY; gross margin 54.9% down 550bps.
- FY2025 revenue $11.1B +5%; diluted EPS $13.26 vs $14.64 YoY.
- FY2026 guidance: revenue $11.35-$11.50B (2-4% growth); EPS $12.10-$12.30.
- Q4 share repurchases 1.4M shares for $269.1M; FY total 5.0M shares for $1.2B.