lululemon(US:LULU) ZACKS·2026-03-18 00:00Core Insights - Lululemon reported revenue of $3.64 billion for the quarter ended January 2026, marking a year-over-year increase of 0.8% and exceeding the Zacks Consensus Estimate of $3.58 billion by 1.65% [1] - The company's EPS for the same period was $5.01, down from $6.14 a year ago, but it surpassed the consensus EPS estimate of $4.76 by 5.25% [1] Financial Performance Metrics - Total Comparable Sales increased by 2%, outperforming the estimated -0.9% [4] - Total stores remained at 811, matching the average estimate [4] - Total Gross Square Footage was reported at 3,736.00 Ksq ft, slightly above the average estimate of 3,725.78 Ksq ft [4] - Geographic Revenues from China Mainland reached $528.44 million, exceeding the estimated $486.4 million and reflecting a 24.3% year-over-year increase [4] - Geographic Revenues from the Rest of World were $431.48 million, compared to the estimated $470.81 million, showing a 10% year-over-year increase [4] - Geographic Revenues from the Americas totaled $2.68 billion, slightly above the $2.64 billion estimate, but represented a 4.1% decline year-over-year [4] - United States revenues were $2.17 billion, below the average estimate of $2.2 billion, indicating a 5.5% year-over-year decline [4] Revenue by Channel - Company-operated stores generated $1.44 billion, exceeding the $1.41 billion estimate, but reflecting a 5% year-over-year decline [4] - Other channels reported $307.71 million, slightly below the $311.36 million estimate, with a year-over-year increase of 5.7% [4] - E-commerce revenues reached $1.9 billion, surpassing the $1.84 billion estimate, with a year-over-year growth of 4.9% [4] Revenue by Category - Women's apparel sales were $2.27 billion, exceeding the estimated $2.24 billion, and showing a 1.9% year-over-year increase [4] Stock Performance - Lululemon shares have returned -9.4% over the past month, compared to the Zacks S&P 500 composite's -1.9% change, with a current Zacks Rank of 3 (Hold) [3]