PresentationAt this time, I'd like to turn the conference over to Lulu's General Counsel and Corporate Secretary, Naomi Beckman-Straus. Thank you. You may begin.Naomi Beckman-StrausGeneral Counsel & Corporate Secretary Good afternoon, everyone, and thank you for joining us to discuss Lulu's Fourth Quarter and Fiscal Year 2025 results. Before we begin, we would like to remind you that this conference call will include forward-looking statements within the meaning of the Private Securities Litigation Reform A ...

Lulu's Fashion Lounge (NasdaqGM:LVLU) Q4 2025 Earnings call March 30, 2026 05:00 PM ET Company ParticipantsCrystal Landsem - CEOHeidi Crane - CFOMark Vos - President and CIONaomi Beckman-Straus - General Counsel and Corporate SecretaryOperatorGood afternoon, and welcome to Lulu's Fashion Lounge fourth quarter 2025 earnings conference call. Today's call is being recorded. At this time, I'd like to turn the conference over to Lulu's General Counsel and Corporate Secretary, Naomi Beckman-Straus. Thank you. You ...

Lulu's Fashion Lounge (NasdaqGM:LVLU) Q4 2025 Earnings call March 30, 2026 05:00 PM ET Company ParticipantsCrystal Landsem - CEOHeidi Crane - CFOMark Vos - President and CIONaomi Beckman-Straus - General Counsel and Corporate SecretaryOperatorGood afternoon, and welcome to Lulu's Fashion Lounge fourth quarter 2025 earnings conference call. Today's call is being recorded. At this time, I'd like to turn the conference over to Lulus' General Counsel and Corporate Secretary, Naomi Beckman-Straus. Thank you. You ...

Lulu's Fashion Lounge (NasdaqGM:LVLU) Q4 2025 Earnings call March 30, 2026 05:00 PM ET Speaker4Good afternoon, and welcome to Lulu's Fashion Lounge fourth quarter 2025 earnings conference call. Today's call is being recorded. At this time, I'd like to turn the conference over to Lulu's General Counsel and Corporate Secretary, Naomi Beckman-Straus. Thank you. You may begin.Speaker3Good afternoon, everyone, and thank you for joining us to discuss Lulu's fourth quarter and fiscal year 2025 results. Before we b ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 28, 2025 or Lulu's Fashion Lounge Holdings, Inc. (Exact Name of Registrant as Specified in its Charter) (State or other jurisdiction of incorporation or organization) 195 Humboldt Avenue Chico, California 95928 Delaware 20-8442468 (I.R.S. Employer Identification No.) (Address of ...

Exhibit 99.1 Lulus Reports Fourth Quarter and Fiscal Year 2025 Results Gross profit increased 11% in Q4'25 vs Q4'24 Fourth Quarter 2025 Highlights: Note: "*" represents a non-GAAP financial measure. See "Use of Non-GAAP Financial Measures and Other Operating Metrics" section below for definitions of these metrics. Fiscal Year 2025 Highlights: 1 ● Gross profit increased 11% to $27.9 million and Gross Margin increased 640 basis points to 44.3%, in each case compared to the same period last year. ● Net revenue ...

Gross profit increased 11% in Q4’25 vs Q4’24CHICO, Calif., March 30, 2026 (GLOBE NEWSWIRE) -- Lulu’s Fashion Lounge Holdings, Inc. (“Lulus” or the “Company”) (Nasdaq: LVLU) today reported financial results for the fourth quarter and fiscal year ended December 28, 2025 and issued its financial outlook for the fiscal year ending January 3, 2027. Crystal Landsem, CEO of Lulus, said: “Our fourth quarter results highlight the significant, steady progress we delivered in 2025, and represent another proof point of ...

Core Insights - Lulus Fashion Lounge Holdings, Inc. is expanding its wholesale strategy by launching a dedicated Amazon Storefront and partnering with Victoria's Secret to enhance brand reach and revenue [1][2][3] Group 1: Expansion Strategy - The company has recently expanded into all Nordstrom stores nationwide, indicating a strategic shift towards a wholesale model aimed at increasing market presence [2][5] - The Amazon Storefront features a curated assortment of dresses, with many styles exclusive to Amazon, allowing Lulus to attract new customers and leverage Amazon's extensive reach [3][4] Group 2: Product Offerings - Lulus has introduced an online-only dress assortment at Victoria's Secret, available in standard sizes from XS to XL, targeting a digitally engaged audience [4] - The curated assortments across different platforms are designed to align with customer shopping behaviors, enhancing the overall shopping experience [3][5] Group 3: Brand Positioning - As Lulus approaches its 30th anniversary, the company is focused on disciplined expansion and building long-term brand equity through strategic partnerships [5] - The recent launches at Amazon and Victoria's Secret are expected to position Lulus as a digitally fluent brand with growing influence in the contemporary fashion landscape [5]

Core Viewpoint - Lulu's Fashion Lounge Holdings, Inc. will release its fourth quarter and full year 2025 financial results on March 30, 2026, after market close, followed by a conference call at 5:00 p.m. Eastern Time [1] Company Information - Lulu's is a women's clothing brand headquartered in California, offering modern, feminine styles at accessible prices for various occasions [4] - The company aims to enhance customer confidence and beauty for significant moments, utilizing direct customer feedback to refine product offerings [4] - Founded in 1996, Lulu's provides fresh styles almost daily and emphasizes personalized service through its stylists and customer care team [4]

Core Insights - Lulu's Fashion Lounge Holdings, Inc. (LVLU) has outperformed the industry with a 65.6% share price increase over the past year, compared to the industry's 18.3% growth, while competitors Deckers Outdoor Corporation (DECK) and Stitch Fix, Inc. (SFIX) have seen declines of 19.3% and 29.3% respectively [1] Company Overview - Lulus is a digitally native luxury fashion brand targeting women, focusing on modern feminine designs at accessible prices for key life occasions, primarily serving Millennial and Gen Z customers [3] - The company emphasizes community engagement through personalized styling services and active digital platform interactions, utilizing a data-driven "test, learn, and reorder" model to launch new styles and manage inventory effectively [3][4] Key Tailwinds - Strong positioning as a digitally native brand focused on occasion wear creates opportunities for repeat purchases and long-term customer relationships [4] - The improving merchandise mix and product margins are supported by reduced markdowns and a higher proportion of full-price sales, with proprietary and exclusive designs contributing to profitability [5] - Expansion of distribution strategy through partnerships with wholesale retailers, including a recent milestone of entering all Nordstrom stores, enhances brand awareness and customer reach [6] Market Demand - The demand for event-driven fashion categories, such as dresses for weddings and proms, is expected to remain resilient as consumer spending on experiences recovers, positioning the company well within this niche [7] Challenges - The company faces macroeconomic pressures, including inflation and declining consumer confidence, which can impact discretionary spending on apparel [8] - Sales have been affected by lower order volumes and shifting product mix, leading to declining revenue and increased return rates, alongside rising borrowing levels and operating losses [8] Valuation - LVLU is currently undervalued, trading at 0.14X trailing 12-month EV/sales, significantly below the industry average of 2.05X and lower than Deckers Outdoor's 2.51X, matching Stitch Fix's valuation [9] Conclusion - The company's strong brand positioning, data-driven merchandising strategy, and expanding wholesale partnerships provide a solid foundation for long-term growth, despite ongoing macroeconomic challenges and operating losses [11]