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Analyst
Janine Stichter
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 6with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 7 of 7 questions from 1 company
LULULululemon Athletica7 questions · 6 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
I think you said you're planning for an increase versus your previous plan this year. Maybe quantify that
Show response
Frank said marketing rises to about 6% to 6.5% of sales versus 5.6%, funding activations; new-store ROC remains about 1 year, optimizations 2-3 years.
Calendar 2025 Q4
Can you speak to how you're thinking about markdowns? They came in a little bit higher than expected in Q3
Show response
Meghan attributed higher markdowns to clearing seasonal inventory from below-plan sales. For 2026, planning inventory units below sales to increase full-price penetration and use chase capabilities. Conservative posture starting Q1.
Calendar 2025 Q3
what should we expect to see in the back half of the year? And then maybe help us understand how much of the assortment, this casual piece
Show response
Calvin detailed the 60/40 performance-to-casual split. Performance activities growing; casual drag from core franchises Scuba, Softstreme, Dance Studio. Two new styles (Loungeful, Big Cozy) coming in H2.
I'm curious what you've seen so far with some of the price increases you've taken
Show response
Meghan confirmed modest price increases on a small portion of assortment are rolling out and they're pleased with results to date. Will continue to evaluate pricing as a lever into H2 and 2026.
Calendar 2025 Q2
I think last quarter you had talked about traffic falling off, but seeing some improvements in transaction size and solid performance in conversion
Show response
Meghan confirmed store traffic declined year-over-year but moderated somewhat from Q4. Conversion slightly lower with uptick in average dollars per transaction. April-to-May trends not materially different.
Calendar 2025 Q1
I was hoping you could just elaborate a bit on your SG&A philosophy
Show response
Meghan noted FX accounts for about 20bps of the 40bps SG&A deleverage and confirmed they have contingency levers but remain focused on investing in Power of Three x2 roadmap.
Calendar 2024 Q4
I want to ask a bit more on the women's business. It picked up nicely from Q2. Maybe a little bit more about what's going on there?
Show response
McDonald noted balanced global growth across women's, men's, and accessories. Gained share in both men's and women's globally and in U.S. premium activewear. Emphasized that newness is primarily color, print, and pattern extensions on proven core franchises and silhouettes, not unproven new items, which supports markdown management.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| LULU Lululemon Athletica | 7 | 0%none of 7 questions |
- LULULululemon Athletica · 7 questions0%none of 7 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Margin2
- Product Launch2
- Capex Investment1
- Inventory1
- Pricing1
- Trade Tariffs1
- Revenue Growth1
- Cost Pressure1