Lululemon Athletica Inc NASDAQ:LULU Price, Chart, News & Insight

Lululemon Plunges as Weak Outlook Overshadows Modest Revenue Growth

Lululemon Athletica (LULU) shares fell roughly 12% in premarket trading after the athletic apparel retailer cut its full-year outlook and warned of ongoing challenges in its core North American market.

While first-quarter revenue increased 4% to $2.5 billion and comparable sales rose 1%, investors focused on signs of slowing demand and deteriorating profitability. Revenue in the Americas, which remains Lululemon's largest market, declined 3%, while comparable sales in the region fell 5%. International markets remained a bright spot, with revenue climbing 22% and comparable sales increasing 13%.

Profitability came under significant pressure during the quarter. Gross margin declined 410 basis points to 54.2%, while operating income fell 37% year-over-year. Diluted earnings per share dropped sharply to $1.69 from $2.60 a year earlier, highlighting the impact of weaker margins and slower growth.

The biggest concern for investors was management's updated outlook. Lululemon now expects fiscal 2026 revenue between $11.0 billion and $11.15 billion, implying flat to slightly negative growth for the year. The company also lowered its earnings expectations and projected second-quarter revenue to decline between 2% and 3%.

Management acknowledged ongoing macroeconomic pressures, changing consumer spending patterns, and challenges in reigniting growth in North America. Although the company reported encouraging signs in full-price sales and continued strong international momentum, investors appear concerned that the recovery in its largest market is taking longer than expected.

The sharp selloff reflects disappointment with the lowered guidance rather than the quarter itself. Investors had been hoping for stronger evidence that Lululemon's North American business was stabilizing, but the revised outlook suggests meaningful headwinds may persist through the remainder of 2026.

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Global Finance News 06-05-26

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Global Finance News 01-01-26

lululemon Plans Expansion Into Six New International Markets in 2026

lululemon announced plans to expand its international footprint in 2026 by entering six new markets through franchise partnerships, marking the largest number of market launches by the brand in a single year. The company will open stores in Greece, Austria, Poland, Hungary, and Romania in partnership with Arion Retail Group, and in India through a previously announced agreement with Tata CLiQ.

The expansion will extend lululemon’s athletic and lifestyle apparel and accessories across Europe and Asia Pacific, supporting activities such as yoga, running, training, tennis, and golf. Customers in the five European markets will be able to shop the full product range online via eu*lululemon*com, while Indian consumers will access the brand through Tata CLiQ Luxury and Tata CLiQ Fashion digital platforms.

lululemon said the move builds on strong international demand and follows recent franchise-based market entries in Italy, Denmark, Turkey, and Belgium. The company emphasized that community engagement, including ambassador programs and local events focused on physical, mental, and social wellbeing, will remain central to its market entry strategy.

With operations already spanning more than 30 markets worldwide, the upcoming launches represent a key step in lululemon’s long-term international growth strategy. Further details on store locations, opening timelines, and community initiatives are expected to be shared during 2026.

Source: Business Wire, lululemon athletica inc.

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WS Investor 12-20-25

lululemon athletica said Chief Executive Officer Calvin McDonald will step down effective January 31, 2026, as part of a leadership transition announced in an SEC filing. Board chair Marti Morfitt will become executive chair, while Chief Financial Officer Meghan Frank and President and Chief Commercial Officer Andre Maestrini will serve as interim co-CEOs during the search for a permanent successor. The company also disclosed details of McDonald’s separation agreement, including a $3.05 million cash payment and continued vesting of certain equity awards, and confirmed that its board approved a $1.0 billion increase to the existing share repurchase program earlier in December.

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Global Finance News 12-12-25

lululemon athletica reported third-quarter fiscal 2025 revenue growth but weaker profitability, while its board authorized a $1.0 billion increase to the company’s share repurchase program. The company said revenue rose 7% to $2.6 billion for the quarter ended Nov. 2, 2025, driven by 33% growth in international markets that offset a 2% decline in the Americas, while comparable sales increased 1%, or 2% on a constant-currency basis. Diluted earnings per share fell to $2.59 from $2.87 a year earlier as operating income declined 11% and margins compressed. Lululemon repurchased $189 million of stock during the quarter and now has about $1.6 billion remaining under its buyback authorization. For the fourth quarter, the company forecast revenue of $3.50–$3.59 billion and EPS of $4.66–$4.76, while maintaining full-year 2025 revenue guidance of roughly $11.0 billion and EPS of $12.92–$13.02, noting potential pressure from higher tariffs.

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Global Finance News 12-12-25

Lululemon has unveiled Team Canada’s official athlete kit for the Milano Cortina 2026 Olympic and Paralympic Winter Games, marking the company’s third Games as the team’s Official Outfitter. Developed over two years in collaboration with athletes, the collection emphasizes thermoregulation, adaptive and inclusive design features, and visual themes inspired by Canada’s landscapes. The kit incorporates new adaptive footwear, seated-fit styles, abrasion-resistant materials, magnetic zippers, and braille elements.

Lululemon also expanded its roster of Team Canada Ambassadors, adding Sidney Crosby alongside athletes from bobsleigh, figure skating, snowboarding, para sport, and hockey. The Team Canada x Lululemon retail collection launches online in Canada and the United States on November 18, and in select stores in Canada and Milan on November 19. Proceeds from Future Legacy items will support the Canadian Olympic Foundation and Paralympic Foundation of Canada.

The apparel will be worn by athletes, coaches, and staff throughout ceremonies, travel, media appearances, and daily life during the Games.

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The Investor 11-18-25

Lululemon reported Q2 fiscal 2025 results :

Headline Results (Q2 FY25 vs. Q2 FY24)

• Net revenue rose 7% to $2.5B (6% constant currency).
• Comparable sales increased just 1%.
• International strength: revenue up 22% (20% constant currency); comparable sales up 15% (13% constant currency).
• Americas weakness: revenue up only 1%; comparable sales down 4% (–3% constant currency).
• Gross margin fell 110 bps to 58.5%.
• Operating income slipped 3% to $523.8M; margin down 210 bps to 20.7%.
• Diluted EPS $3.10, slightly below last year’s $3.15.
Balance Sheet & Operations
• Ended quarter with $1.2B cash and $393M revolver capacity.
• Inventories up 21% YoY to $1.7B (13% unit growth).
• Repurchased 1.1M shares for $278.5M.
• Added 14 net new stores, reaching 784.

Outlook
• Q3 FY25: Revenue $2.47–$2.50B (+3–4%), EPS $2.18–$2.23.
• FY25: Revenue $10.85–11.0B (+2–4%, or +4–6% excluding 53rd week in FY24). EPS $12.77–12.97.
• Guidance reflects $240M hit to gross profit from higher U.S. tariffs and the end of the de minimis exemption, even after mitigation efforts.
Management Commentary
• CEO Calvin McDonald acknowledged U.S. underperformance and product execution issues, promising adjustments to merchandise mix and growth plans.
• CFO Meghan Frank noted EPS beat but revenue miss, driven mainly by U.S. weakness, and flagged tariff headwinds as a major challenge.

Overall, lululemon continues to benefit from international momentum, but U.S. softness, tariffs, and inventory build weigh on results and guidance.

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WS Investor 09-06-25

Lululemon Opens First Store in Italy, Expanding European Presence

Lululemon (NASDAQ: LULU) will open its first store in Italy on July 19, 2025, in Milan’s famed shopping district at Vittorio Emanuele II 24/28. The two-floor, 5,700-square-foot space will offer the brand’s full athletic apparel range for men and women, including items for yoga, running, tennis, and golf.

The store features a locally inspired design and a unique 3D-printed sculptural façade echoing Lululemon’s signature Define Jacket. It also includes tech-enhanced shopping via its Endless Aisle system and supports Global Blue tax-free shopping for tourists.

The Milan launch is part of Lululemon’s broader international expansion under its “Power of Three ×2” plan, which targets quadrupling international revenue by 2026. The company already has stores across the UK, Germany, France, and several other European countries. Community engagement efforts in Milan will include partnerships, events, and a local ambassador program.

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The Investor 07-21-25

lululemon athletica inc. (NASDAQ: LULU) today announced that its financial results for the first quarter fiscal 2025 will be released Thursday, June 5, 2025. The company will host a conference call at 4:30 p.m. Eastern time to discuss the financial results.

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European Investor 05-22-25

Dakota Wealth Management senior portfolio manager Robert Pavlik is optimistic about LULU, CMU and PWR.

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WS Investor 01-17-25

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