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Sentiment · FY2026 Q1
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Matt Boss | JPMorgan | 11 (0%) |
| Brooke Roach | Goldman Sachs | 9 (0%) |
| Janine Stichter | BTIG | 7 (0%) |
| Mike Binetti | Evercore ISI | 7 (0%) |
| Paul Lejuez | Citigroup | 6 (0%) |
| Lorraine Hutchinson | Bank of America | 6 (0%) |
| Jay Sole | UBS | 6 (17%) |
| Dana Telsey | Telsey Advisory Group | 5 (0%) |
| Alex Straton | Morgan Stanley | 4 (0%) |
| Brian Nagel | Oppenheimer | 4 (25%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 11 (0%) |
| Goldman Sachs | 1 | 9 (0%) |
| Evercore ISI | 1 | 7 (0%) |
| BTIG | 1 |
| 7 (0%) |
| Citigroup | 1 | 6 (0%) |
| UBS | 1 | 6 (17%) |
| Bank of America | 1 | 6 (0%) |
| Telsey Advisory Group | 1 | 5 (0%) |
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.
Demand | Margin | Product Launch | Competitive Dynamics | Geographic Expansion | Revenue Growth | Trade Tariffs | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q3 | 6 | 3 | 3 | 2 | 1 | 1 | 1 | 2 |
| 2024Q4 | 6 | 4 | 1 | 2 | 4 | 1 | 1 | |
| 2025Q1 | 5 | 3 | 3 | 3 | 4 | 3 | ||
| 2025Q2 | 5 | 2 | 3 | 3 | 1 | 2 | 3 | 1 |
| 2025Q3 | 4 | 3 | 3 | 5 | 1 | 1 | 1 | 1 |
| 2025Q4 | 4 | 6 | 5 | 3 | 1 | 2 | 1 | |
| 2026Q1 | 9 | 2 | 3 | 2 | 3 | 3 | 2 |
| '24Q3 | '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|---|
| Demand | 6 | 6 | 5 | 5 | 4 | 4 | 9 |
| Margin | 3 | 4 | 3 | 2 | 3 | 6 | 2 |
| Product Launch | 3 | 1 | 3 | 3 | 3 | 5 | 3 |
| Competitive Dynamics | 2 | 2 | 3 | 5 | 3 | 2 | |
| Geographic Expansion | 1 | 4 | 3 | 1 | 1 | 1 | 3 |
| Revenue Growth | 1 | 1 | 4 | 2 | 1 | 2 | 3 |
| Trade Tariffs | 1 | 1 | 3 | 3 | 1 | ||
| Innovation & R&D | 2 | 1 | 1 | 1 | 2 |
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“The engagement with Lululemon, the engagement with Resy, the engagement with the hotel credit was pretty quick with our existing customers.”
Lululemon is a benefit partner on the refreshed Platinum card; Amex cites fast customer uptake of the Lululemon credit as evidence of strong engagement.
“how quickly you made some of those credits, like the Resi and Lululemon available, probably stimulated some spend”
A Lululemon statement credit added to the refreshed Platinum card is expected to steer incremental cardmember spend toward Lululemon, a positive read-through for the partner.
“These include the updates we've recently rolled out to our membership program and our new partnership with the Amex Platinum Card.”
Lululemon launched a new co-brand partnership with the Amex Platinum Card as a high-value guest engagement lever.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LULU Lululemon Athletica | 3 | +4.3% | |
| ROST Ross Stores | 10 | +20.6% |
| TJX TJX Companies | 9 | +9.2% |