LVLU · Lulu's Fashion Lounge Holdings, Inc.
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY27 earnings call · Aug 12, 2026TL;DR. Lulus (LVLU) reported Q2 FY26 net revenue down 17% YoY to $67.8M, but delivered 330 bps of gross margin expansion to 48.6%, positive Adjusted EBITDA of $1.0M, a 23% inventory reduction, and reaffirmed full-year guidance for positive Adjusted EBITDA and improving revenue trend.
- + Gross margin expanded 330 bps YoY to 48.6%, the highest Q2 gross margin since 2021.
- + Adjusted EBITDA improved to positive $1.0M from $0.5M, and the company reaffirmed full-year guidance for positive Adjusted EBITDA vs. $(1.2)M in 2025. new
- + Wholesale revenue nearly doubled YoY and the company added two new major wholesale accounts, with Lulus now in all Nordstrom doors and at 100 Dillard's doors. new
- + Inventory declined 23% YoY to $28.6M, including declines of 43% in casual apparel and nearly 58% in footwear, with markdown sales down 38% and casual apparel markdowns down 65%. new
- + Net loss narrowed to $1.5M from $3.0M, operating expenses fell 14%, and free cash flow swung to positive $0.1M from negative $1.9M. new
- − Net revenue declined 17% YoY to $67.8M due to a 17% drop in total orders placed and higher return rates. new
- − Active Customers fell 13% YoY to 2.2 million and declined 5% sequentially from Q1 2026.
- − Return rates remain elevated, driven by higher mix of occasion products and higher average unit retails, and gross profit still declined 11% YoY to $33.0M. new
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Active Customers | 2.2M | Q2 2026 | — |
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| Adjusted EBITDA non-GAAP | $984K | thirteen weeks ended June 28, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net loss and comprehensive loss -1.48M
+1.01M Depreciation and amortization
+302K Interest expense
-9K Income tax provision (benefit)
+628K Equity-based compensation expense
+534K Other non-routine expense
= Adjusted EBITDA 984K
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| Adjusted EBITDA Margin non-GAAP | 1.5% | thirteen weeks ended June 28, 2026 | — |
| Average Order Value | $147 | Q2 2026 | — |
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| Free Cash Flow non-GAAP | $0.1M | Q2 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 586K
-357K Capitalized software development costs
-86K Purchases of property and equipment
= Free Cash Flow 143K
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| Gross Margin | 48.6% | Q2 2026 | — |
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| Inventory balance | $28.6M | Q2 2026 | — |
| Net Debt non-GAAP | -$5.96M | As of June 28, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Total debt -10.08M
+4.12M Cash and cash equivalents
= Net Debt -5.96M
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Apparel Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LVLU
this stock
Lulu's Fashion Lounge Holdings, Inc.
|
$33.14M | +137.5% | -10.6% | — | 0.3% |
|
IDEXF
Industria de Diseno Textil Inditex SA / ADR
|
$192.45B | -8.5% | — | — | 0.0% |
|
TJX
Tjx Companies Inc /De/
|
$143.06B | -12.5% | +6.0% | 24.1 | 1.7% |
|
ROST
Ross Stores, Inc.
|
$75.43B | +25.7% | +7.7% | 28.6 | 3.0% |
|
BURL
Burlington Stores, Inc.
|
$16.96B | -5.9% | +8.8% | 24.3 | 5.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LVLU | +6.5% | +3.9% | +39.0% | -2.8% | +137.6% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | +5.3% | +3.3% | +27.4% | -4.4% | +123.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.