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Sentiment · FY2026 Q1
As of FY2025 Q4, the Tellvest earnings-call sentiment score for Lululemon Athletica (LULU) is 6/10.
Q4 revenue rose 1%, or 6% excluding the 53rd week comparison, with EPS of $5.01 declining 19% as gross margin contracted 550 basis points driven by tariffs and elevated markdowns. North America revenue was flat ex-53rd week with U.S. down 1%, while China mainland grew 28%. Management introduced FY2026 EPS guidance of $12.10-$12.30, pointing to continued margin pressure from the tariff environment.
Scored from Lululemon Athletica’s FY2025 Q4 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.61B | +12.7% | $6.14 | +16.1% | 60.4% | 28.9% | 20.7% | $1.17B |
| FY2025 Q1 | $2.37B | +7.3% | $2.60 | +2.4% | 58.3% | 18.5% | 13.3% | $-271M |
| FY2025 Q2 | $2.53B | +6.5% | $3.10 | -1.6% | 58.5% | 20.7% | 14.7% | $151M |
| FY2025 Q3 | $2.57B | +7.1% | $2.59 | -9.8% | 55.6% | 17.0% | 12.0% | $82M |
| FY2025 Q4 | $3.64B | +0.8% | $4.97 | -19.1% | 54.9% | 22.1% | 16.1% | $960M |
| FY2026 Q1 | $2.47B | +4.3% | $1.69 | -35.0% | 54.2% | 11.2% | 7.9% | $87M |
On August 13, 2026, Ranju Das ceased to serve as Chief AI & Technology Officer of lululemon athletica. The company stated it has transition plans in place for his responsibilities. The filing did not name a successor.