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lululemon athletica Updates Revenue and Earnings Expectations

lululemon athletica inc. (LULU) | January 12, 2026

By Ian Walker

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lululemon athletica inc. announces expected net revenue and diluted earnings per share for the fourth quarter of fiscal 2025 to be toward the high end of previously guided ranges.

No changes to previous guidance for gross margin, selling, general and administrative expenses, or the effective tax rate.

Meghan Frank, CFO, expressing optimism based on holiday period performance.

Revenue and Earnings Expectations

Expectations for net revenue and diluted earnings per share in Q4 of fiscal 2025 revised to higher end of the ranges.

Holiday Performance

Positive holiday season performance driving expectations towards the upper end of guidance.

Management Outlook

Focus on the execution of action plan to drive improvement in the U.S. business with confidence in future opportunities.

  • lululemon expects to achieve strong results in net revenue and earnings per share based on holiday performance.
  • Management's optimistic outlook reflects confidence in the company's strategy execution and business improvement plans.

lululemon athletica's revised expectations for the fourth quarter of fiscal 2025 indicate positive performance and strategic focus on growth and enhancement.