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.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

lululemon athletica inc. reported fiscal year 2026 results: revenue $11.350 billion to $11.500 billion, EPS $12.10 to $12.30. Guidance initiated.

Period: fiscal year 2026
Revenue: $11.350 billion to $11.500 billion
EPS: $12.10 to $12.30
Guidance: initiated
Result: guidance update

Exact text from the filing

For 2026, the Company expects net revenue to be in the range of $11.350 billion to $11.500 billion, representing growth of 2% to 4%. Diluted earnings per share are expected to be in the range of $12.10 to $12.30 for the year.

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

lululemon athletica inc. reported the fiscal year ended February 1, 2026 results: revenue $11.1 billion, EPS $13.26.

Period: the fiscal year ended February 1, 2026
Revenue: $11.1 billion
EPS: $13.26
Result: reported results

Exact text from the filing

Full year revenue increased 5% to $11.1 billion. Diluted EPS of $13.26

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

lululemon athletica inc. reported the fourth quarter of 2025 results: revenue $3.6 billion, EPS $5.01.

Period: the fourth quarter of 2025
Revenue: $3.6 billion
EPS: $5.01
Result: reported results

Exact text from the filing

Fourth quarter revenue increased 1% to $3.6 billion. Diluted EPS of $5.01

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

lululemon athletica inc. reported the first quarter of 2026 results: revenue $2.400 billion to $2.430 billion, EPS $1.63 to $1.68. Guidance initiated.

Period: the first quarter of 2026
Revenue: $2.400 billion to $2.430 billion
EPS: $1.63 to $1.68
Guidance: initiated
Result: guidance update

Exact text from the filing

For the first quarter of 2026, the Company expects net revenue to be in the range of $2.400 billion to $2.430 billion, representing growth of 1% to 3%. Diluted earnings per share are expected to be in the range of $1.63 to $1.68 for the quarter.

View on SEC.gov

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Source: SEC EDGAR

accession 0001397187-26-000019

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