Core Insights - Lululemon reported $3.61 billion in revenue for the quarter ended January 2025, marking a year-over-year increase of 12.7% and an EPS of $6.14 compared to $5.29 a year ago, exceeding both revenue and EPS consensus estimates [1] Financial Performance - Revenue surprise was +0.90% over the Zacks Consensus Estimate of $3.58 billion, while the EPS surprise was +4.96% over the consensus estimate of $5.85 [1] - Total stores increased to 767, surpassing the average estimate of 764 [4] - Total Gross Square Footage reached 3,372 Ksq ft, exceeding the estimated 3,296.19 Ksq ft [4] Sales Metrics - Total Comparable Sales (in constant dollars) were 4%, slightly below the estimated 4.8% [4] - Total Comparable Sales were 3%, compared to the average estimate of 5.2% [4] - Geographic Revenues in the Americas were $2.79 billion, above the estimated $2.73 billion [4] - Geographic Revenues from China Mainland were $425.02 million, exceeding the estimate of $409.93 million [4] - Geographic Revenues from the Rest of the World were $392.40 million, slightly below the estimate of $397.02 million [4] - Geographic Revenues in the United States were $2.30 billion, surpassing the average estimate of $2.22 billion, with a year-over-year change of +5.2% [4] Revenue by Channel - E-commerce revenue was $1.81 billion, slightly above the estimated $1.80 billion, representing an +8.1% year-over-year change [4] - Revenue from company-operated stores was $1.51 billion, exceeding the estimate of $1.47 billion, with a +17.9% year-over-year change [4] - Other revenue was $291.04 million, below the average estimate of $298.90 million, but still showing a +17% year-over-year change [4] Revenue by Category - Revenue from other categories was $472.19 million, slightly below the estimate of $478.83 million, with a +13% year-over-year change [4]

Core Insights - Lululemon reported quarterly earnings of $6.14 per share, exceeding the Zacks Consensus Estimate of $5.85 per share, and up from $5.29 per share a year ago, representing an earnings surprise of 4.96% [1] - The company achieved revenues of $3.61 billion for the quarter ended January 2025, surpassing the Zacks Consensus Estimate by 0.90% and increasing from $3.21 billion year-over-year [2] - Lululemon has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The sustainability of Lululemon's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.74 on revenues of $2.39 billion, and for the current fiscal year, it is $15.36 on revenues of $11.33 billion [7] Industry Context - The Textile - Apparel industry, to which Lululemon belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Lululemon's stock performance [5][6]

Lululemon Athletica exceeded earnings and revenue expectations, driven by international growth and product innovation. Upscale athletic apparel specialist Lululemon Athletica (LULU 1.18%) reported fourth-quarter 2024 earnings on Thursday, March 27, that topped analysts' consensus expectations. Earnings per share (EPS) was an impressive $6.14, eclipsing the $5.85 estimate. Meanwhile, Lululemon's revenue climbed to $3.61 billion, exceeding the forecasted $3.58 billion. The company's strategic focus on global ...

lululemon athletica inc. (LULU) Q4 2024 Earnings Conference Call March 27, 2025 04:30 PM ET Company Participants Jeff Walker - Vice President at the Howard GroupRandy Boomhauer - CEO and President of SimatrixMJ Kent - CFO of Simatrix Jeff Walker Looks like everyone's coming in. So first, thank you everybody for joining us today. I'm Jeff Walker, Vice President at the Howard Group. We're speaking with Randy Boomhauer, CEO and President, and MJ Kent, who is CFO of Simatrix. We'll go through the presentation d ...

Lululemon store in Manhattan, New York City, U.S., on July 15, 2024.Lululemon beat Wall Street expectations for fiscal fourth-quarter earnings and revenue, but issued 2025 guidance that disappointed analysts.Shares of the apparel company fell about 6% in extended trading.Here's how the company did compared with what Wall Street was expecting for the quarter ended Feb. 2, based on a survey of analysts by LSEG:Earnings per share: $6.14 vs. $5.85 expectedRevenue: $3.61 billion vs. $3.57 billion expectedFourth- ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________ Form 10-K _______________________________________ ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended February 2, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-33608 lululemon athletica inc. (Exact name of r ...

Exhibit 99.1 LULULEMON ATHLETICA INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR FISCAL 2024 RESULTS Fourth quarter revenue increased 13% to $3.6 billion. Diluted EPS of $6.14 Full year revenue increased 10% to $10.6 billion. Diluted EPS of $14.64 Vancouver, British Columbia - March 27, 2025 - lululemon athletica inc. (NASDAQ:LULU) today announced financial results for the fourth quarter and fiscal year ended February 2, 2025. Calvin McDonald, Chief Executive Officer, stated: "Our fourth quarter results exceede ...

Fourth quarter results from Lululemon (LULU)  will highlight this week’s earnings lineup with the apparel retailer set to release its Q4 report after-market hours on Thursday, March 27.At times, the yoga-inspired athletic gear provider has etched out wonderful gains for investors, but LULU shares have fallen 11% year to date and have performed virtually flat over the last three years. Although Lululemon has taken market share from historic athletic apparel leaders such as Nike (NKE) , investors have been sk ...

Core Insights - Lululemon is set to announce its Q4 earnings on March 27th, with analysts projecting an EPS of $5.87 and revenue of $3.59 billion, reflecting an approximate year-over-year increase of 11% for both metrics [1] Financial Performance - Expected EPS: $5.87, up around 11% year-over-year [1] - Expected revenue: $3.59 billion, also up around 11% year-over-year [1]