Lululemon Stock Price, News & Analysis

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.

Lululemon (NASDAQ: LULU) has scheduled its fourth quarter and full year fiscal 2024 earnings conference call for Thursday, March 27, 2025, at 4:30 p.m. Eastern time. The company will host a conference call to discuss financial results, accessible via phone by dialing (844) 763-8274 for domestic calls or (647) 484-8814 for international participants. Interested parties should dial in approximately 10 minutes before the call starts.

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

Lululemon (NASDAQ:LULU) has updated its Q4 fiscal 2024 guidance, projecting stronger performance than previously anticipated. The company now expects net revenue between $3.560-3.580 billion, representing 11-12% growth compared to Q4 fiscal 2023, or 6-7% excluding the 53rd week of 2024. This exceeds their previous guidance of $3.475-3.510 billion.

The company raised its diluted EPS guidance to $5.81-5.85, up from $5.56-5.64. Gross margin is now expected to increase by approximately 30 basis points compared to Q4 fiscal 2023, an improvement from the previous forecast of a 20-30 basis point decrease. SG&A expense deleverage is projected at 80-90 basis points, slightly better than the previous 90-100 basis points guidance.

According to CFO Meghan Frank, the improved outlook reflects strong customer response to their product offering during the holiday season.

Dutch Bros Coffee (NYSE: BROS) has appointed Venki Krishnababu as their new Chief Technology and Information Officer, effective December 16, 2024. Krishnababu brings nearly 30 years of experience in technology leadership, previously serving as Chief Technology Officer at lululemon athletica, Premera Blue Cross, and holding various leadership roles at Nordstrom.

The appointment aligns with Dutch Bros' strategy to enhance customer experience through technology investment. The company, which operates more than 950 locations across 18 states as of September 30, 2024, focuses on serving hand-crafted beverages with speed and superior service. CEO Christine Barone highlighted Krishnababu's expertise in data analytics, cybersecurity, and digital transformations, as well as his people-centric leadership approach.