LULU

Wall Street expects a year-over-year decline in earnings on higher revenues when Lululemon (LULU) reports results for the quarter ended April 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on June 4. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This athletic apparel maker is expected to post quarterly earnings of $1.67 per share in its upcoming report, which represents a year-over-year change of -35.8%. Revenues are expected to be $2.43 billion, up 2.6% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.45% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is signific...

lululemon athletica inc. LULU is likely to witness a bottom-line decline when it reports first-quarter fiscal 2026 results on Jun. 4, after market close. The Zacks Consensus Estimate for fiscal first-quarter revenues is pegged at $2.4 billion, indicating 2.6% growth from the year-ago quarter's reported figure.The consensus estimate for the company's fiscal first-quarter earnings is pegged at $1.67 per share, suggesting a 35.8% decline from the year-ago quarter’s actual. Earnings estimates have moved down by a penny in the past seven days.The Vancouver-based company has been reporting steady earnings outcomes, as evident from its bottom-line surprise trends in the past several quarters. lululemon has a trailing four-quarter earnings surprise of 7.9%, on average. Given its positive record, the question is, can LULU maintain the momentum? Our proven model does not conclusively predict an earnings beat for LULU this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.lululemon has an Earnings ESP of -6.40% and a Zacks Rank #3. You can see the complete list of today's Zacks #1 Rank stocks here. lululemon continues to benefit from the progress with its Power of Three X2 growth strategy. The plan focuses on three key growth drivers — product innovation, guest experience and market expansion. LULU is expected to deliver solid revenue growth in the fiscal first quarter through product innovation, enhanced guest experience and aggressive international expansion under the plan.International markets, led by Mainland China, continue to post outsized growth, while the men’s category is gaining share. Digital investments are strengthening the omnichannel ecosystem and disciplined store expansion is supporting brand visibility. On the last reported quarter’s earnings call, the company noted that trends in Mainland China have been strong in the first quarter of fiscal 2026, driven by a shift of the Chinese New Year into the quarter.On the last reported quarter’s earnings call, the company continued to make steady progress in executing its action plan, with a clear emphasis on improving the sales quality in North America by driving a higher mix of full-pr...

This article first appeared on GuruFocus. Lululemon Athletica (LULU, Financials) is heading into its June 4 earnings report with traders expecting a big move. Warning! GuruFocus has detected 2 Warning Sign with LULU. Is LULU fairly valued? Test your thesis with our free DCF calculator. Options data points to a possible 9.4% swing after the results. For Lululemon, that kind of move would not be unusual. The stock has beaten the options-implied move in six of its past eight earnings reports. Some reactions were sharp. Shares jumped 12.4% in December 2025, but fell 18.4% in September and 16% after the June 2025 report. That history shows how sensitive investors are to Lululemon's updates. The brand is still strong, but Wall Street wants clearer signs that demand, margins and guidance are holding up. This report is really about confidence. Investors want to know whether shoppers are still willing to pay premium prices in a tougher retail market.

Lululemon’s stock price has taken a beating over the past six months, shedding 25.9% of its value and falling to $124.61 per share. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation. Following the pullback, is now an opportune time to buy LULU? Find out in our full research report, it’s free. Originally serving yogis and hockey players, Lululemon (NASDAQ:LULU) is a designer, distributor, and retailer of athletic apparel for men and women. Same-store sales is a key performance indicator used to measure organic growth at brick-and-mortar shops for at least a year. Lululemon’s demand has been healthy for a retailer over the last two years. On average, the company has grown its same-store sales by a robust 2.6% per year. We prefer higher gross margins because they not only make it easier to generate more operating profits but also indicate product differentiation, negotiating leverage, and pricing power. Lululemon has best-in-class unit economics for a retailer, enabling it to invest in areas such as marketing and talent. As you can see below, it averaged an elite 57.9% gross margin over the last two years. That means Lululemon only paid its suppliers $42.12 for every $100 in revenue. Operating margin is a key profitability metric because it accounts for all expenses necessary to run a store, including wages, inventory, rent, advertising, and other administrative costs. Lululemon has been a well-oiled machine over the last two years. It demonstrated elite profitability for a consumer retail business, boasting an average operating margin of 21.7%. This result isn’t surprising as its high gross margin gives it a favorable starting point. These are just a few reasons why we think Lululemon is a high-quality business. After the recent drawdown, the stock trades at 9.7× forward P/E (or $124.61 per share). Is now a good time to initiate a position? See for yourself in our in-depth research report, it’s free. ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren't just high-quality businesses. Something is happening with them right now. Elite fundamentals meeting near-term momentum - both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week's Strong Momentum stocks - FREE. G...

VANCOUVER, British Columbia, May 21, 2026--(BUSINESS WIRE)--lululemon athletica inc. (NASDAQ: LULU) today announced that its financial results for the first quarter fiscal 2026 will be released Thursday, June 4, 2026. The company will host a conference call at 4:30 p.m. Eastern time to discuss the financial results. If you would like to participate in the call, please dial (833) 752-3550 or (647) 846-8290, if calling internationally, approximately 10 minutes prior to the start of the call. A live webcast of the conference call will be available online at: https://corporate.lululemon.com/investors/news-and-events/events-and-presentations. A replay will be made available online approximately 2 hours following the live call. About lululemon athletica inc. lululemon athletica inc. (NASDAQ:LULU) is a technical athletic apparel, footwear, and accessories company for yoga, running, training, and most other activities, creating transformational products and experiences that build meaningful connections, unlocking greater possibility and wellbeing for all. Setting the bar in innovation of fabrics and functional designs, lululemon works with yogis and athletes in local communities around the world for continuous research and product feedback. For more information, visit lululemon.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260521029481/en/ Contacts Investors: lululemon athletica inc.Howard Tubin1-604-732-6124orICR, Inc.Joseph Teklits1-203-682-8200 Media: lululemon athletica inc.Madi Wallace1-604-732-6124

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Lululemon (LULU). This company, which is in the Zacks Textile - Apparel industry, shows potential for another earnings beat. This athletic apparel maker has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 10.96%. For the last reported quarter, Lululemon came out with earnings of $5.01 per share versus the Zacks Consensus Estimate of $4.76 per share, representing a surprise of 5.25%. For the previous quarter, the company was expected to post earnings of $2.22 per share and it actually produced earnings of $2.59 per share, delivering a surprise of 16.67%. With this earnings history in mind, recent estimates have been moving higher for Lululemon. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Lululemon currently has an Earnings ESP of +0.47%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric. Many companies en...

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report lululemon athletica inc. (LULU) : Free Stock Analysis Report Strategic Education Inc. (STRA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Most US softline retailers are expected to report upcoming quarterly earnings either in line or abov

A month has gone by since the last earnings report for Lululemon (LULU). Shares have lost about 1.6% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Lululemon due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for lululemon athletica inc. before we dive into how investors and analysts have reacted as of late. lululemon reported fourth-quarter fiscal 2025 results, with revenues and earnings per share (EPS) surpassing the Zacks Consensus Estimate. The company delivered year-over-year top-line growth, supported by strength in its international business. However, the bottom line declined from the prior year, reflecting margin pressure from higher markdowns, tariff-related costs and elevated SG&A expenses. lululemon’s fiscal fourth-quarter EPS of $5.01 declined 18.4% from $6.14 in the prior-year quarter. However, the bottom line surpassed the Zacks Consensus Estimate of $4.77. The company’s quarterly revenues rose 1% year over year to $3.64 billion and were flat on a constant-dollar basis. Revenues beat the Zacks Consensus Estimate of $3.58 billion. Net revenues declined 4% in the Americas (down 5% on a constant-dollar basis) and increased 17% internationally (up 14% in constant dollars). Excluding the 53rd week of fiscal 2024, net revenues rose 6% year over year and 4% in constant dollars. Total comparable sales (comps) rose 3% year over year and improved 2% on a constant-dollar basis. Comps in the Americas rose 1% on a reported basis and 2% on a constant-dollar basis. Internationally, comps increased 20% on a reported basis and 16% on a constant-dollar basis. Within the Americas segment, revenues rose 1% year over year in Canada (down 1% in constant dollars) and declined 6% in the United States, on both reported and constant-dollar basis. In the International segment, revenues rose 24% in Mainland China (up 21% in constant dollars) and 10% in the Rest of the World (up 6% in constant dollars). Comps improved 30% in Mainland China (up 26% in constant dollars) and 9% in the Rest of the World (up 5% in constant dollars) in the fiscal fourth quarter. In the store channel, the company’s total sales were down 5% year over year, and flat on a constant-dollar basis. Digital revenues improv...

Looking back on apparel retailer stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Lululemon (NASDAQ:LULU) and its peers. Apparel sales are not driven so much by personal needs but by seasons, trends, and innovation, and over the last few decades, the category has shifted meaningfully online. Retailers that once only had brick-and-mortar stores are responding with omnichannel presences. The online shopping experience continues to improve and retail foot traffic in places like shopping malls continues to stall, so the evolution of clothing sellers marches on. The 9 apparel retailer stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 1.4% while next quarter’s revenue guidance was in line. Luckily, apparel retailer stocks have performed well with share prices up 12.1% on average since the latest earnings results. Originally serving yogis and hockey players, Lululemon (NASDAQ:LULU) is a designer, distributor, and retailer of athletic apparel for men and women. Lululemon reported revenues of $3.64 billion, flat year on year. This print exceeded analysts’ expectations by 1.8%. Despite the top-line beat, it was still a slower quarter for the company with EPS guidance for next quarter missing analysts’ expectations significantly and full-year EPS guidance missing analysts’ expectations. Unsurprisingly, the stock is down 4.5% since reporting and currently trades at $152.10. Is now the time to buy Lululemon? Access our full analysis of the earnings results here, it’s free. With an emphasis on skate and surf culture, Tilly’s (NYSE:TLYS) is a specialty retailer that sells clothing, footwear, and accessories geared towards fashion-forward teens and young adults. Tilly's reported revenues of $155.1 million, up 5.3% year on year, outperforming analysts’ expectations by 4.3%. The business had an incredible quarter with EPS guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates. Tilly's scored the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 162% since reporting. It currently trades at $4.27. Is now the time to buy Tilly's? Access our full analysis of the earnings results here, it’s free. Founded as an outdoor and sporting brand, Abercrombie & Fitch (NYSE:ANF) evolved to become a specialty retai...

Lululemon’s fourth quarter saw management address persistent challenges in its core North American market, with particular focus on restoring full-price sales and managing the impact of higher tariffs. Interim Co-CEO and CFO Meghan Frank pointed to new product launches such as Unrestricted Power and ThermoZen as drivers of “great green shoots,” but acknowledged that markdowns and tariff headwinds continued to weigh on margins. Interim Co-CEO Andre Maestrini emphasized the importance of enhancing guest experience both in stores and online, stating, “We are evolving the experience to better reflect the premium positioning of the lululemon brand.” Despite international strength, the market responded negatively, reflecting investor concern over flat overall sales and significant operating margin compression. Is now the time to buy LULU? Find out in our full research report (it’s free). Revenue: $3.64 billion vs analyst estimates of $3.57 billion (flat year on year, 1.8% beat) EPS (GAAP): $5.01 vs analyst estimates of $4.78 (4.8% beat) Adjusted EBITDA: $946.8 million vs analyst estimates of $934.1 million (26% margin, 1.4% beat) Revenue Guidance for Q1 CY2026 is $2.42 billion at the midpoint, below analyst estimates of $2.47 billion EPS (GAAP) guidance for the upcoming financial year 2026 is $12.20 at the midpoint, missing analyst estimates by 2.8% Operating Margin: 22.3%, down from 28.9% in the same quarter last year Locations: 811 at quarter end, up from 767 in the same quarter last year Same-Store Sales rose 3% year on year, in line with the same quarter last year Market Capitalization: $19 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Brooke Roach (Goldman Sachs): Asked when North American growth would inflect, and CEO Meghan Frank explained improvement should be evident in Q2, with a return to positive growth in the second half of the year. Lorraine Hutchinson (Bank of America): Inquired about marketing strategy changes. Frank confirmed a shift towards influencer-led campaigns and more impactful guest activations, especially in underpenetrated markets. Adrienne Yih (Barclays): Questioned the composition of...

US softline retailers are likely to post better-than-expected earnings this year as consumer spendin