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![wallstengine Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1508426880860704771.png) Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 72.1K followers
Created: 2025-06-05 20:11:45 UTC

$LULU | Lululemon Athletica Q1 Earnings Highlights

๐Ÿ”น Revenue: $2.4B (Est. $2.36B) ๐ŸŸข; UP +7% YoY (or +8% on cc)
๐Ÿ”น EPS: $XXXX (Est. $2.58) ๐ŸŸข
๐Ÿ”น Comparable Sales: UP +1%

FY Guidance
๐Ÿ”น Revenue: $11.15Bโ€“$11.3B (Est. $11.24B) ๐Ÿ”ด
๐Ÿ”น EPS: $14.58โ€“$14.78 (Est. $14.94) ๐Ÿ”ด
๐Ÿ”ธ Full-year revenue growth expected +5% to +7%, or +7% to +8% excluding 53rd week effect
๐Ÿ”ธ Guidance excludes any impact from future share repurchases
๐Ÿ”ธ Forecasts based on managementโ€™s expectations; excludes macro and tariff uncertainties

Q2 Guidance
๐Ÿ”น Revenue: $2.535Bโ€“$2.56B (Est. $2.57B) ๐Ÿ”ด
๐Ÿ”น EPS: $2.85โ€“$2.90 (Est. $3.32) ๐Ÿ”ด
๐Ÿ”ธ Assumes ~30% tax rate
๐Ÿ”ธ Revenue Growth Outlook: +7% to +8% YoY

Q1 Geographic Performance
๐Ÿ”น Americas Revenue: UP +3% YoY (or +4% cc)
๐Ÿ”น International Revenue: UP +19% YoY (or +20% cc)
๐Ÿ”น Americas Comparable Sales: DOWN -X% (or -X% cc)
๐Ÿ”น International Comparable Sales: UP +6% (or +7% cc)

Other Key Q1 Metrics:
๐Ÿ”น Gross Profit: $1.4B; UP +8% YoY
๐Ÿ”น Gross Margin: XXXX% (UP +60 bps YoY)
๐Ÿ”น Operating Income: $438.6M; UP +1% YoY
๐Ÿ”น Operating Margin: XXXX% (DOWN -XXX bps YoY)
๐Ÿ”น Effective Tax Rate: XXXX% (vs. XXXX% YoY)
๐Ÿ”น Shares Repurchased: 1.4M shares for $430.4M
๐Ÿ”น Cash & Cash Equivalents: $1.3B
๐Ÿ”น Total Stores: XXX (Net +3 stores in Q1)
๐Ÿ”น Inventory: $1.7B; UP +23% YoY (UP +16% on unit basis)

CEO & CFO Commentary
๐Ÿ”ธ CEO Calvin McDonald:
โ€œIn the first quarter, we achieved growth across channels, categories, and markets, including the U.S., reflecting the continued strength and agility of our business model. Weโ€™re leveraging our financial strength to play offense, even in a dynamic macroenvironment.โ€

๐Ÿ”ธ CFO Meghan Frank:
โ€œWe delivered revenue at the high end of our Q1 guidance and are pleased with how Q2 has started. We're operating with discipline and remain focused on long-term strategy.โ€


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1930719208645730549/c:line.svg)

**Related Topics**
[$1124b](/topic/$1124b)
[$113b](/topic/$113b)
[$1115b](/topic/$1115b)
[eps](/topic/eps)
[$236b](/topic/$236b)
[$24b](/topic/$24b)
[quarterly earnings](/topic/quarterly-earnings)
[lululemon](/topic/lululemon)

[Post Link](https://x.com/wallstengine/status/1930719208645730549)

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wallstengine Avatar Wall St Engine @wallstengine on x 72.1K followers Created: 2025-06-05 20:11:45 UTC

$LULU | Lululemon Athletica Q1 Earnings Highlights

๐Ÿ”น Revenue: $2.4B (Est. $2.36B) ๐ŸŸข; UP +7% YoY (or +8% on cc) ๐Ÿ”น EPS: $XXXX (Est. $2.58) ๐ŸŸข ๐Ÿ”น Comparable Sales: UP +1%

FY Guidance ๐Ÿ”น Revenue: $11.15Bโ€“$11.3B (Est. $11.24B) ๐Ÿ”ด ๐Ÿ”น EPS: $14.58โ€“$14.78 (Est. $14.94) ๐Ÿ”ด ๐Ÿ”ธ Full-year revenue growth expected +5% to +7%, or +7% to +8% excluding 53rd week effect ๐Ÿ”ธ Guidance excludes any impact from future share repurchases ๐Ÿ”ธ Forecasts based on managementโ€™s expectations; excludes macro and tariff uncertainties

Q2 Guidance ๐Ÿ”น Revenue: $2.535Bโ€“$2.56B (Est. $2.57B) ๐Ÿ”ด ๐Ÿ”น EPS: $2.85โ€“$2.90 (Est. $3.32) ๐Ÿ”ด ๐Ÿ”ธ Assumes ~30% tax rate ๐Ÿ”ธ Revenue Growth Outlook: +7% to +8% YoY

Q1 Geographic Performance ๐Ÿ”น Americas Revenue: UP +3% YoY (or +4% cc) ๐Ÿ”น International Revenue: UP +19% YoY (or +20% cc) ๐Ÿ”น Americas Comparable Sales: DOWN -X% (or -X% cc) ๐Ÿ”น International Comparable Sales: UP +6% (or +7% cc)

Other Key Q1 Metrics: ๐Ÿ”น Gross Profit: $1.4B; UP +8% YoY ๐Ÿ”น Gross Margin: XXXX% (UP +60 bps YoY) ๐Ÿ”น Operating Income: $438.6M; UP +1% YoY ๐Ÿ”น Operating Margin: XXXX% (DOWN -XXX bps YoY) ๐Ÿ”น Effective Tax Rate: XXXX% (vs. XXXX% YoY) ๐Ÿ”น Shares Repurchased: 1.4M shares for $430.4M ๐Ÿ”น Cash & Cash Equivalents: $1.3B ๐Ÿ”น Total Stores: XXX (Net +3 stores in Q1) ๐Ÿ”น Inventory: $1.7B; UP +23% YoY (UP +16% on unit basis)

CEO & CFO Commentary ๐Ÿ”ธ CEO Calvin McDonald: โ€œIn the first quarter, we achieved growth across channels, categories, and markets, including the U.S., reflecting the continued strength and agility of our business model. Weโ€™re leveraging our financial strength to play offense, even in a dynamic macroenvironment.โ€

๐Ÿ”ธ CFO Meghan Frank: โ€œWe delivered revenue at the high end of our Q1 guidance and are pleased with how Q2 has started. We're operating with discipline and remain focused on long-term strategy.โ€

XXXXX engagements

Engagements Line Chart

Related Topics $1124b $113b $1115b eps $236b $24b quarterly earnings lululemon

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