[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Intern Pierre [@internpierre](/creator/twitter/internpierre) on x 1188 followers Created: 2025-07-18 04:05:58 UTC As the U.S. athleisure market shows signs of saturation, Lululemon is turning to category expansion and global growth to attempt to sustain momentum. In Q1 FY25, the brand reported just X% comp sales growth and X% U.S. revenue growth. New lines like No Line Align, Daydrift, and BeCalm are broadening its reach across yoga, run, train, golf, and tennis. By shifting away from seasonal colors toward more technical silhouettes and franchise style product drops, Lululemon is creating demand even as U.S. store traffic softens. International markets are providing a much needed boost, with China sales up XX% and global growth of XX% outside North America. As domestic shoppers become more selective, Lululemon’s success may hinge on its ability to scale globally and lead in underpenetrated categories. Meanwhile, rivals like Nike and Under Armour are struggling, Nike saw a XX% revenue decline in Q4 FY25, while Under Armour’s North America sales dropped 10%, with both brands facing headwinds in the lifestyle segment where $LULU excels. Here is one of a few call transcripts on Lululemon with a former executive that provide details and insights into this: XXX engagements  **Related Topics** [away from](/topic/away-from) [quarterly earnings](/topic/quarterly-earnings) [momentum](/topic/momentum) [intern](/topic/intern) [$lulu](/topic/$lulu) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [Post Link](https://x.com/internpierre/status/1946058842875507156)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Intern Pierre @internpierre on x 1188 followers
Created: 2025-07-18 04:05:58 UTC
As the U.S. athleisure market shows signs of saturation, Lululemon is turning to category expansion and global growth to attempt to sustain momentum. In Q1 FY25, the brand reported just X% comp sales growth and X% U.S. revenue growth. New lines like No Line Align, Daydrift, and BeCalm are broadening its reach across yoga, run, train, golf, and tennis. By shifting away from seasonal colors toward more technical silhouettes and franchise style product drops, Lululemon is creating demand even as U.S. store traffic softens.
International markets are providing a much needed boost, with China sales up XX% and global growth of XX% outside North America. As domestic shoppers become more selective, Lululemon’s success may hinge on its ability to scale globally and lead in underpenetrated categories. Meanwhile, rivals like Nike and Under Armour are struggling, Nike saw a XX% revenue decline in Q4 FY25, while Under Armour’s North America sales dropped 10%, with both brands facing headwinds in the lifestyle segment where $LULU excels.
Here is one of a few call transcripts on Lululemon with a former executive that provide details and insights into this:
XXX engagements
Related Topics away from quarterly earnings momentum intern $lulu stocks consumer cyclical