Lululemon Stock Price, News & Analysis

lululemon (NASDAQ:LULU) unveiled the Team Canada athlete kit for the Milano Cortina 2026 Olympic and Paralympic Winter Games in partnership with the Canadian Olympic Committee and Canadian Paralympic Committee. The kit, built from two years of athlete collaboration and lab testing, emphasizes thermoregulation, adaptive and inclusive features (including adaptive footwear, seated-fit styles, abrasion-resistant fabrics, braille and magnetic zippers), and designs inspired by Canadian landscapes.

lululemon named a roster of Team Canada Ambassadors including Sidney Crosby and nine others, launches the retail collection online in Canada and the U.S. on November 18, 2025 (in select stores in Canada and Milan on November 19, 2025), and will donate 10% of Future Legacy item sales to the Canadian Olympic Foundation and Paralympic Foundation of Canada.

lululemon (NASDAQ:LULU) launched lululemon Gives, a global impact initiative focused on movement and mindfulness that aims to equip 20 million people by 2030 with mental health and wellbeing resources.

The company plans to contribute $100 million USD through 2030, building on a prior $75 million USD investment over five years and recent reach of 10 million people. Programs will use strategic partnerships, localized grants, employee volunteering, and matched giving to expand access to counseling, trainings, and community-led movement programming.

Notable partnership impacts cited include reaching >3 million with crisis support, equipping 700,000 students, delivering ~50,000 trainings, and connecting 1.4 million people to movement programming.

lululemon (NASDAQ:LULU) reported mixed Q2 2025 financial results with revenue increasing 7% to $2.5 billion, while diluted EPS declined to $3.10 from $3.15 year-over-year. The company faced challenges in its U.S. business, with Americas comparable sales declining 4%, while international revenue showed strength with a 22% increase.

The company's gross margin decreased 110 basis points to 58.5%, and operating margin fell 210 basis points to 20.7%. In response to underperformance and industry challenges, including higher tariffs, lululemon revised its full-year 2025 outlook, now expecting revenue between $10.85-$11.0 billion (2-4% growth) and diluted EPS of $12.77-$12.97.

During Q2, lululemon repurchased 1.1 million shares for $278.5 million and added 14 net new stores, ending with 784 locations. The company maintains a strong balance sheet with $1.2 billion in cash.

lululemon (NASDAQ:LULU) has appointed Ranju Das as its first Chief AI & Technology Officer, effective September 2, 2025. Das brings over 20 years of technology leadership experience, including roles as CEO of Swan AI Studios and OptumLabs, and General Manager for Amazon AI Services.

Das will lead lululemon's technology organization and spearhead the company's AI and technology strategy, reporting directly to CEO Calvin McDonald. The appointment aims to enhance product innovation, improve market agility, and increase customer engagement through AI and technology integration.

The company also announced that current Chief Information Officer Julie Averill will depart in September 2025 after eight years with the company.

lululemon athletica (NASDAQ: LULU) has scheduled its second quarter fiscal 2025 earnings conference call for September 4, 2025 at 4:30 p.m. Eastern time. Investors can participate by dialing (833) 752-3550 for domestic calls or (647) 846-8290 for international calls, approximately 10 minutes before the start time.

A live webcast will be available on the company's investor relations website, and a replay will be accessible online approximately 2 hours after the live call concludes.

lululemon (NASDAQ:LULU) announced its expansion into Italy with the opening of its first store in Milan's iconic shopping district on July 19, 2025. The new 5,700-square-foot store, located at Vittorio Emanuele II 24/28, will span two floors featuring the brand's men's and women's collections.

The store will showcase a locally inspired architectural design, including the distinctive lululemon Glide sculptural façade. The location will offer an omni-channel experience with Endless Aisle BBR solution and Global Blue Tax-Free Shopping. This expansion is part of lululemon's Power of Three ×2 growth strategy, which aims to quadruple international revenue from 2021 levels by year-end 2026.

lululemon athletica (NASDAQ:LULU) reported Q1 fiscal 2025 results with revenue growing 7% to $2.4 billion and diluted EPS of $2.60. The company saw mixed regional performance with Americas net revenue up 3% but comparable sales down 2%, while International revenue grew 19% with comparable sales up 6%. Gross profit increased 8% to $1.4 billion with margin expanding 60 basis points to 58.3%. Operating margin declined 110 basis points to 18.5%. The company repurchased 1.4 million shares for $430.4 million and added three net new stores. For Q2 2025, LULU expects revenue of $2.535-2.560 billion and EPS of $2.85-2.90. Full-year 2025 guidance maintains revenue outlook of $11.150-11.300 billion with EPS projected at $14.58-14.78.

Lululemon (NASDAQ:LULU) reported strong Q4 and full-year fiscal 2024 results, with Q4 revenue rising 13% to $3.6 billion and diluted EPS of $6.14. Full-year revenue increased 10% to $10.6 billion with diluted EPS of $14.64.

Q4 highlights include international revenue growth of 38%, gross profit increase of 15% to $2.2 billion, and operating margin improvement of 40 basis points to 28.9%. The company opened 18 net new stores in Q4, ending with 767 locations.

For fiscal 2025, Lululemon projects Q1 revenue between $2.335-2.355 billion (6-7% growth) and full-year revenue of $11.15-11.3 billion (5-7% growth). The company maintains its Power of Three ×2 growth plan, aiming to double 2021's revenue to $12.5 billion by 2026.

lululemon (NASDAQ: LULU) has announced its Centre for Social Impact has reached its goal of providing 10 million people with access to wellbeing resources by 2025. The company is introducing a new cohort of 100 non-profit organizations as part of its 2025 Community Wellbeing Grant program.

The initiative focuses on three key areas: building community resilience, supporting movement-based activities, and expanding mental health support access. The program has awarded over $4 million USD in grants, with an average grant of $43,000 USD per organization, aiming to impact more than 500,000 individuals globally.

Since launching in 2021, the Centre has partnered with nearly 300 organizations across 18 markets to advance inclusive access to wellbeing. The company plans to announce its 2030 Impact goals later this year.