Lululemon Expects Q4 Revenue and EPS at High End of Guidance
LULU sits 31% above its 52-week low of $159.252.
Summary
Lululemon Athletica Inc. announced it expects its fourth fiscal quarter 2025 net revenue and diluted earnings per share to be at the high end of its previously provided guidance ranges, following strong holiday period performance.
Key Events · Earnings and Guidance · LULU
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Q4 Guidance Update
Lululemon now anticipates net revenue and diluted earnings per share for the fourth fiscal quarter of 2025 to be at the high end of its previously guided ranges of $3.500 billion to $3.585 billion and $4.66 to $4.76, respectively.
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Strong Holiday Performance
The updated expectations are based on the company's performance over the recent holiday period, suggesting robust sales and operational execution.
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No Change to Other Guidance
There is no change to the company's previous guidance for gross margin, selling, general and administrative expenses, or the effective tax rate.
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ICR Conference Presentation
Management will be meeting with analysts and investors at the ICR Conference from January 12-14, 2026, where these updates will likely be discussed.
Analysis · LULU · Manufacturing
Lululemon's update signals stronger-than-expected performance during the critical holiday selling season, indicating robust consumer demand for its products. While not an upward revision of the guidance range itself, achieving the high end of the previously communicated outlook provides a positive affirmation of the company's operational execution and market position. This update may instill investor confidence ahead of the full fourth-quarter earnings report and management's presentations at the ICR Conference.
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At the time of this filing, LULU was trading at $208.50 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $25.6B. The 52-week trading range was $159.25 to $423.32. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.