lululemon(US:LULU) ZACKS·2025-03-27 23:00Core 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]