LULU · lululemon athletica inc. · Earnings Call Transcripts & Audio
Market Cap
$10.35B
Shares
105.59M
lululemon athletica inc. Earnings Call Transcripts
Quarterly earnings calls for lululemon athletica inc. (LULU), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲28%
$1.86B
$255.47M
'23 Q3
22-12-08
▲30.2%
$2.77B
$119.81M
'23 Q4
23-03-28
▲24%
$2.00B
$290.40M
'24 Q1
23-06-01
▲18.2%
$2.21B
$341.60M
'24 Q2
23-08-31
▲18.7%
$2.20B
$248.71M
'24 Q3
23-12-07
▲15.6%
$3.21B
$669.47M
'24 Q4
24-03-21
▲10.4%
$2.21B
$321.42M
'25 Q1
24-06-05
▲7.3%
$2.37B
$392.92M
'25 Q2
24-08-29
▲8.7%
$2.40B
$351.87M
'25 Q3
24-12-05
▲12.7%
$3.61B
$748.40M
'25 Q4
25-03-27
▲7.3%
$2.37B
$314.57M
'26 Q1
25-06-05
▲6.5%
$2.53B
$370.90M
'26 Q2
25-09-04
▲7.1%
$2.57B
$306.83M
'26 Q3
25-12-11
▲0.8%
$3.64B
$586.87M
'26 Q4
26-03-17
▲4.3%
$2.47B
$195.05M
'27 Q1
26-06-04
LATEST
▼4.3%
$2.42B
$329.22M
'27 Q2
26-09-03
Earnings call
FY27 · Q2
2026-09-03
lululemon athletica inc. (LULU) Q2 2027 Earnings Call Transcript
Cautious tone
North America Sales Pressure
Product Innovation and Chase
China Mainland Challenges
Revenue
$2.42B
▼ 4.3% YoY Diluted EPS
$2.92
▼ 5.8% YoY Gross margin
60.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY27 · Q1
2026-06-04
lululemon athletica inc. (LULU) Q1 2027 Earnings Call Transcript
Cautious tone
North America performance and headwinds
International growth (China)
Brand and marketing activation
Revenue
$2.47B
▲ 4.3% YoY Diluted EPS
$1.69
▼ 35% YoY Gross margin
54.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-03-17
lululemon athletica inc. (LULU) Q4 2026 Earnings Call Transcript
Balanced tone
North America full-price recovery
Action plan / product creation
Leadership / CEO search
Revenue
$3.64B*
▲ 0.8% YoY Gross margin
54.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2025-12-11
lululemon athletica inc. (LULU) Q3 2026 Earnings Call Transcript
Balanced tone
Product innovation and newness
CEO transition and leadership
Q4 and full-year guidance
Revenue
$2.57B
▲ 7.1% YoY Diluted EPS
$2.59
▼ 9.8% YoY Gross margin
55.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2025-09-04
lululemon athletica inc. (LULU) Q2 2026 Earnings Call Transcript
Cautious tone
Product Assortment and Innovation Reset
Tariffs and De Minimis Impact
International / Global Strength
Revenue
$2.53B
▲ 6.5% YoY Diluted EPS
$3.10
▼ 1.6% YoY Gross margin
58.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-06-05
lululemon athletica inc. (LULU) Q1 2026 Earnings Call Transcript
Balanced tone
Gross margin and operating margin guidance
Product innovation and newness
Tariffs and mitigation
Revenue
$2.37B
▲ 7.3% YoY Diluted EPS
$2.60
▲ 2.4% YoY Gross margin
58.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-03-27
lululemon athletica inc. (LULU) Q4 2025 Earnings Call Transcript
Positive tone
Brand awareness and marketing activations
Margin guidance and operating deleverage
Product innovation and pipeline
Revenue
$3.61B*
▲ 12.7% YoY Gross margin
60.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2024-12-05
lululemon athletica inc. (LULU) Q3 2025 Earnings Call Transcript
Confident tone
US business recovery and newness
International growth momentum
Gross margin and cost management
Revenue
$2.40B
▲ 8.7% YoY Diluted EPS
$2.87
▲ 46.4% YoY Gross margin
58.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-08-29
lululemon athletica inc. (LULU) Q2 2025 Earnings Call Transcript
Positive tone
U.S. women's business underperformance
International growth
Product innovation and pipeline
Revenue
$2.37B
▲ 7.3% YoY Diluted EPS
$3.15
▲ 17.5% YoY Gross margin
59.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-06-05
lululemon athletica inc. (LULU) Q1 2025 Earnings Call Transcript
Confident tone
U.S. women's assortment and inventory misses
Men's business momentum
International growth, especially China
Revenue
$2.21B
▲ 10.4% YoY Diluted EPS
$2.54
▲ 11.4% YoY Gross margin
57.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-03-21
lululemon athletica inc. (LULU) Q4 2024 Earnings Call Transcript
Confident tone
Guidance and financial outlook
Brand awareness and marketing
Product innovation and franchises
Revenue
$3.21B*
▲ 15.6% YoY Gross margin
59.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2023-12-07
lululemon athletica inc. (LULU) Q3 2024 Earnings Call Transcript
Revenue
$2.20B
▲ 18.7% YoY Diluted EPS
$1.96
▼ 2% YoY Gross margin
57.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-08-31
lululemon athletica inc. (LULU) Q2 2024 Earnings Call Transcript
Revenue
$2.21B
▲ 18.2% YoY Diluted EPS
$2.68
▲ 18.6% YoY Gross margin
58.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-06-01
lululemon athletica inc. (LULU) Q1 2024 Earnings Call Transcript
Revenue
$2.00B
▲ 24% YoY Diluted EPS
$2.28
▲ 54.1% YoY Gross margin
57.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-03-28
lululemon athletica inc. (LULU) Q4 2023 Earnings Call Transcript
Revenue
$2.77B*
▲ 30.2% YoY Gross margin
55.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2022-12-08
lululemon athletica inc. (LULU) Q3 2023 Earnings Call Transcript
Revenue
$1.86B
▲ 28% YoY Diluted EPS
$2.00
▲ 38.9% YoY Gross margin
55.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-09-01
lululemon athletica inc. (LULU) Q2 2023 Earnings Call Transcript
Revenue
$1.87B
▲ 28.8% YoY Diluted EPS
$2.26
▲ 42.1% YoY Gross margin
56.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-06-02
lululemon athletica inc. (LULU) Q1 2023 Earnings Call Transcript
Revenue
$1.61B
▲ 31.6% YoY Diluted EPS
$1.48
▲ 33.3% YoY Gross margin
53.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-03-29
lululemon athletica inc. (LULU) Q4 2022 Earnings Call Transcript
Revenue
$2.13B*
▲ 23.1% YoY Gross margin
58.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2021-12-09
lululemon athletica inc. (LULU) Q3 2022 Earnings Call
Revenue
$1.45B
▲ 29.8% YoY Diluted EPS
$1.44
▲ 30.9% YoY Gross margin
57.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-09-08
lululemon athletica inc. (LULU) Q2 2022 Earnings Call
Revenue
$1.45B
▲ 60.7% YoY Diluted EPS
$1.59
▲ 140.9% YoY Gross margin
58.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-06-03
lululemon athletica inc. (LULU) Q1 2022 Earnings Call
Revenue
$1.23B
▲ 88.1% YoY Diluted EPS
$1.11
▲ 404.5% YoY Gross margin
57.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-03-30
lululemon athletica inc. (LULU) Q4 2021 Earnings Call
Revenue
$1.73B*
▲ 23.8% YoY Gross margin
58.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2020-12-10
lululemon athletica inc. (LULU) Q3 2021 Earnings Call Transcript
Revenue
$1.12B
▲ 22% YoY Diluted EPS
$1.10
▲ 14.6% YoY Gross margin
56.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-09-08
lululemon athletica inc. (LULU) Q2 2021 Earnings Call Transcript
Revenue
$902.94M
▲ 2.2% YoY Diluted EPS
$0.66
▼ 31.2% YoY Gross margin
54.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-06-11
lululemon athletica inc. (LULU) Q1 2021 Earnings Call Transcript
Revenue
$651.96M
▼ 16.7% YoY Diluted EPS
$0.22
▼ 70.3% YoY Gross margin
51.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-03-26
lululemon athletica inc. (LULU) Q4 2020 Earnings Call Transcript
Revenue
$1.40B
▲ 19.7% YoY Diluted EPS
$2.28
▲ 38.2% YoY Gross margin
58.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2019-12-11
lululemon athletica inc. (LULU) Q3 2020 Earnings Call Transcript
Revenue
$916.14M
▲ 22.5% YoY Diluted EPS
$0.96
▲ 35.2% YoY Gross margin
55.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-06-12
lululemon athletica inc. (LULU) Q1 2020 Earnings Call Transcript
Revenue
$782.32M
▲ 20.4% YoY Diluted EPS
$0.74
▲ 34.5% YoY Gross margin
53.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–29 of 29 earnings calls
Key facts
CIK
1397187
CUSIP
550021109
13F (30d)
34 filings
23 filers
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