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LULU · lululemon athletica inc.
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$104.06 +7.53 (+7.80%) At close · Oct 22
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$10.99B
Shares
105.59M
Volume · Oct 22 6.81M Avg daily vol (3M) 4.89M
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Earnings call · FY2026 Q2

lululemon athletica inc. (LULU) Q2 2026 Earnings Call

Concluded Sep 4, 2025
Sep 4, 2025 0 turns
Period
FY2026 Q2
Runtime
—
Sources
2 artifacts
Revenue $2.53B +6.5% YoY
Diluted EPS $3.10 -1.6% YoY
Gross margin 58.5% -1.1 pp YoY
Net income $370.90M -5.6% YoY
Open full screen 8-K 10-Q

Executive readout · one minute

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Product Assortment and Innovation Reset 47 Tariffs and De Minimis Impact 45 International / Global Strength 39 Performance Apparel Growth 19 Tariff and Margin Cost Pressures 14 Membership and Guest Loyalty 6

Management tone

Cautious

Net tone -35 · moderate hedging

Grounding quotes
  • “while EPS this quarter exceeded our expectations, Revenue fell short of our guidance, and we are reducing our revenue and earnings expectations for the year”
  • “we're not happy with the current results in the U.S. business”
  • “we have let our product life cycles run too long within many of our core categories, particularly in lounge and social”
  • “The increased rates and removal of the de minimis provision have played a large part in our guidance reduction for the year”

Forward guidance

4 guided metrics

Management's latest ranges and targets are included below.

Research coverage

2 live sources

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Research materials

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8-K earnings release Filed Sep 4, 2025 10-Q report Filed Sep 4, 2025

Forward guidance

From the 8-K filed Sep 4, 2025.

Metric Guided
Net revenue
third quarter of 2025
 $2.47B – $2.5B
Net revenue
2025
 $10.85B – $11B
Diluted earnings per share
third quarter of 2025
 $2.18 – $2.23
Diluted earnings per share
2025
 $12.77 – $12.97

Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

Americas Segment$1.76B +1% YoY
China Mainland Segment$392.90M +25.1% YoY
Other Country Segment$374.10M +18.6% YoY

Capital returned

Buybacks · derived
$281.23M
Shares repurchased
1.13M
Full-screen source Call document

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