lululemon(US:LULU) Xin Lang Cai Jing·2026-01-12 20:38Core Viewpoint - Lululemon (LULU) shares rose 2.5% as the company provided optimistic guidance for its upcoming Q4 2025 earnings, indicating that profits and revenues are expected to be at the high end of previous forecasts [1][2] Financial Performance - The company reaffirmed its Q4 revenue guidance of $3.5 billion to $3.585 billion and earnings per share (EPS) guidance of $4.66 to $4.76, with the upper end of the revenue range slightly exceeding Wall Street expectations, although EPS remains slightly below market consensus [1][2] Recent Trends - This optimism follows a strong Q3 performance, where Lululemon reported revenues of $2.57 billion and EPS of $2.59, both exceeding expectations [1][2] Sales Dynamics - Despite the positive outlook, North American sales declined, with U.S. revenue down 3%, offset by a significant 33% growth in international business [1][2] Management Changes - Uncertainty remains as CEO Calvin McDonald is set to step down later this year, with founder Chip Wilson pushing for a board overhaul, raising investor concerns about whether the positive momentum during the holiday season can stabilize the core U.S. business [1][2]