lululemon(US:LULU) ZACKS·2025-12-12 00:01Core Insights - Lululemon reported revenue of $2.57 billion for the quarter ended October 2025, reflecting a year-over-year increase of 7.1% and a surprise of +3.4% over the Zacks Consensus Estimate of $2.48 billion [1] - The company's EPS was $2.59, down from $2.87 in the same quarter last year, but exceeded the consensus estimate of $2.22 by +16.67% [1] Financial Performance Metrics - Total stores reached 796, slightly below the average estimate of 798 [4] - Total Gross Square Footage was 3,630.00 Ksq ft, surpassing the average estimate of 3,597.12 Ksq ft [4] - Total Comparable Sales increased by 2% in constant dollars, outperforming the estimated 0% [4] - Geographic Revenues from China Mainland were $465.36 million, exceeding the average estimate of $395.35 million, marking a +46.2% year-over-year change [4] - Geographic Revenues from the Rest of World totaled $367.18 million, above the average estimate of $359.25 million, with a +19.2% year-over-year increase [4] - Geographic Revenues from the Americas were $1.73 billion, slightly below the average estimate of $1.74 billion, reflecting a -2.1% year-over-year decline [4] - Geographic Revenues from the United States were $1.38 billion, compared to the average estimate of $1.4 billion, indicating a -3% year-over-year decrease [4] Revenue by Channel - E-commerce revenue was $1.07 billion, exceeding the estimated $981.41 million, with a +12.9% year-over-year increase [4] - Revenue from company-operated stores was $1.21 billion, below the average estimate of $1.26 billion, showing a -0.3% year-over-year change [4] - Other channels generated $292.61 million, surpassing the estimated $260.68 million, with a +21.2% year-over-year increase [4] Revenue by Category - Revenue from Accessories and other categories was $324.73 million, slightly above the average estimate of $321.46 million, reflecting a +12.2% year-over-year change [4]