Analyst Consensus ?
ConsensusHold68 ratings
Bullish2638.2%
Neutral3551.5%
Bearish710.3%
1 unmapped firm rating excluded from the percentages.
Lululemon Athletica Inc. · LULU · FY2025 Q4 · Calendar Q1 2026
Lululemon prioritizes North America recovery while China and innovation support growth
The latest call supports a balanced view: international demand, product innovation and operating initiatives provide growth support, while North American full-price recovery, margin pressure and execution risks leave the outlook dependent on delivery.
Reported After market closeNASDAQConsumer Cyclical
$10.92B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$5.01
Consensus $4.76
EPS surprise
+5.3%
Reported versus consensus
Reported revenue
$3.64B
Consensus $3.58B
Revenue surprise
+1.8%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+3.8%
Event window
SPY move
-1.4%
Same window
Abnormal move
+5.2%
Stock minus SPY
Volume
2.9×
Versus trailing sessions
Subsequent drift
-1.5%
Up to 20 sessions
LULUSPY benchmark
Ask FN2 about LULU FY2025 Q4
Transcript, numbers and history already loaded
Why did LULU rise 3.8% after beating EPS estimates in FY2025 Q4?What changed in LULU's guidance and outlook in FY2025 Q4?Give me the bull and bear case for LULU after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, management’s emphasis shifted from preparing the product and store pipeline toward executing a North American full-price recovery, while China and new product launches remained important growth supports. The current analysis also highlights expanded AI-related operating initiatives and continued margin pressure.
Guidance delta
Guidance was maintained; the outlook pairs modest growth with continued margin pressure from tariffs and higher SG&A.
Key takeaways
- Restoring full-price sales in North America is management’s central near-term priority.
- International markets, especially China, remain a key growth engine.
- Product launches, store expansion and AI-enabled operations support the longer-term plan.
- Tariffs, markdowns, SG&A and execution remain the main constraints.
Management priorities
- Improve full-price selling and inventory outcomes in North America.
- Commercialize new product platforms and deepen international expansion.
- Use technology and AI to improve guest experience, supply-chain speed and go-to-market efficiency.
Follow LULU with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$97.06Current
$70Low
$312.32Average
$542High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 1, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Argus Research | Hold | Hold | Maintain | Sep 14, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Sep 9, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Sep 4, 2026 |
| UBS | Neutral | Neutral | Maintain | Sep 4, 2026 |
| Truist Securities | Sell | Sell | Maintain | Sep 4, 2026 |
| Telsey Advisory Group | Market Perform | Market Perform | Maintain | Sep 4, 2026 |
| Stifel | Hold | Hold | Maintain | Sep 4, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | Sep 4, 2026 |
| Needham | Hold | Hold | Maintain | Sep 4, 2026 |
| Morgan Stanley | Underweight | Underweight | Maintain | Sep 4, 2026 |
| Keybanc | Sector Weight | Maintain | Sep 4, 2026 | |
| JP Morgan | Neutral | Neutral | Maintain | Sep 4, 2026 |
| Guggenheim | Neutral | Neutral | Maintain | Sep 4, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Sep 4, 2026 |
| BTIG | Neutral | Neutral | Maintain | Sep 4, 2026 |
| BNP Paribas | Underperform | Underperform | Maintain | Sep 4, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Sep 4, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Sep 4, 2026 |
| Baird | Neutral | Neutral | Maintain | Sep 4, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Sep 4, 2026 |
| Jefferies | Hold | Hold | Maintain | Jun 5, 2026 |
| Freedom Broker | Hold | Sell | Upgrade | Jun 5, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Jun 5, 2026 |
| HSBC | Hold | Buy | Downgrade | Sep 11, 2025 |
| William Blair | Market Perform | Outperform | Downgrade | Sep 5, 2025 |
| Oppenheimer | Perform | Outperform | Downgrade | Sep 5, 2025 |
| CICC | Market Perform | Outperform | Downgrade | Jun 9, 2025 |
| BMO Capital | Market Perform | Market Perform | Maintain | Jun 6, 2025 |
| Raymond James | Market Perform | Outperform | Downgrade | Mar 28, 2025 |
| Deutsche Bank | Hold | Hold | Maintain | Dec 9, 2024 |
| TD Cowen | Buy | Buy | Maintain | Aug 30, 2024 |
| Wedbush | Outperform | Outperform | Maintain | Aug 28, 2024 |
| Exane BNP Paribas | Underperform | Neutral | Downgrade | Feb 9, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | Mar 29, 2023 |
| TD Securities | Outperform | Outperform | Maintain | Mar 24, 2023 |
| Redburn Partners | Sell | Sell | Maintain | Mar 16, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Dec 5, 2022 |
| B. Riley Securities | Buy | Buy | Maintain | Jun 3, 2022 |
| MKM Partners | Buy | Buy | Maintain | Sep 7, 2021 |
| RBC Capital | Outperform | Outperform | Maintain | Mar 31, 2021 |
| B. Riley FBR | Buy | Buy | Maintain | Aug 18, 2020 |
| B. Riley | Buy | Neutral | Upgrade | Apr 3, 2020 |
| CFRA | Buy | Buy | Maintain | Mar 27, 2020 |
| PiperJaffray | Overweight | Overweight | Maintain | Dec 12, 2019 |
| Bank of America | Buy | Buy | Maintain | Dec 9, 2019 |
| Piper Jaffray | Overweight | Overweight | Maintain | Sep 23, 2019 |
| Stifel Nicolaus | Buy | Buy | Maintain | Jun 13, 2019 |
| Canaccord Genuity | Buy | Buy | Maintain | Jun 13, 2019 |
| Macquarie | Neutral | Underperform | Upgrade | May 7, 2019 |
| DA Davidson | Neutral | Neutral | Maintain | Mar 28, 2019 |
| Nomura | Neutral | Buy | Downgrade | Feb 19, 2019 |
| Buckingham Research | Buy | Neutral | Upgrade | Jan 9, 2019 |
| Buckingham | Buy | Neutral | Upgrade | Jan 9, 2019 |
| Argus | Buy | Hold | Upgrade | Aug 16, 2018 |
| Susquehanna | Positive | Neutral | Upgrade | Sep 5, 2017 |
| CLSA | Underperform | Underperform | Maintain | Jan 19, 2017 |
| FBR Capital | Market Perform | Underperform | Upgrade | Dec 12, 2016 |
| Mizuho | Buy | Neutral | Upgrade | Dec 8, 2016 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Jun 9, 2016 |
| Wolfe Research | Perform | Peer Perform | Maintain | Aug 17, 2015 |
| Sterne Agee | Buy | Neutral | Upgrade | Apr 8, 2015 |
| Brean Capital | Buy | Buy | Maintain | Oct 23, 2014 |
| D.A. Davidson | Neutral | Buy | Downgrade | Aug 28, 2014 |
| Janney Montgomery Scott | Neutral | Buy | Downgrade | Jan 27, 2014 |
| Janney Capital | Neutral | Buy | Downgrade | Jan 27, 2014 |
| ISI Group | Neutral | Strong Buy | Downgrade | Jan 20, 2014 |
| Topeka | Buy | Buy | Maintain | Dec 19, 2013 |
| Credit Agricole | Underperform | Sell | Maintain | Jun 7, 2013 |
| Auriga | Buy | Buy | Maintain | Mar 14, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $97.06. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| BMO Capital | Analyst unavailable | $70 | $103.19 | -27.9% | Sep 8, 2026 |
| Bernstein | Aneesha Sherman | $115 | $121.77 | +18.5% | Sep 4, 2026 |
| Robert W. Baird | Analyst unavailable | $115 | $121.77 | +18.5% | Sep 4, 2026 |
| Stifel Nicolaus | Analyst unavailable | $100 | $121.77 | +3.0% | Sep 4, 2026 |
| Piper Sandler | Analyst unavailable | $80 | $121.77 | -17.6% | Sep 4, 2026 |
| Morgan Stanley | Alex Straton | $83 | $121.77 | -14.5% | Sep 4, 2026 |
| UBS | Jay Sole | $106 | $121.77 | +9.2% | Sep 4, 2026 |
| Wells Fargo | Ike Boruchow | $95 | $121.77 | -2.1% | Sep 4, 2026 |
| Goldman Sachs | Brooke Roach | $111 | $117.39 | +14.4% | Aug 26, 2026 |
| UBS | Jay Sole | $120 | $117.73 | +23.6% | Aug 25, 2026 |
| Truist Financial | Analyst unavailable | $94 | $117.42 | -3.2% | Jul 16, 2026 |
| Morgan Stanley | Analyst unavailable | $93 | $113.49 | -4.2% | Jul 6, 2026 |
| Truist Financial | Joseph Civello | $115 | $116.05 | +18.5% | Jun 5, 2026 |
| BNP Paribas | Analyst unavailable | $88 | $124.92 | -9.3% | Jun 5, 2026 |
| Bernstein | Analyst unavailable | $145 | $124.92 | +49.4% | Jun 5, 2026 |
| Piper Sandler | Anna Andreeva | $110 | $114.71 | +13.3% | Jun 5, 2026 |
| Stifel Nicolaus | Peter McGoldrick | $134 | $124.92 | +38.1% | Jun 5, 2026 |
| Wells Fargo | Ike Boruchow | $110 | $124.92 | +13.3% | Jun 5, 2026 |
| Jefferies | Analyst unavailable | $115 | $124.92 | +18.5% | Jun 5, 2026 |
| Wells Fargo | Analyst unavailable | $140 | $124.92 | +44.2% | Jun 5, 2026 |
| Piper Sandler | Anna Andreeva | $130 | $126.33 | +33.9% | May 22, 2026 |
| BTIG | Janine Stichter | $250 | $162.79 | +157.6% | Mar 12, 2026 |
| Deutsche Bank | Analyst unavailable | $228 | $212.2 | +134.9% | Jan 8, 2026 |
| UBS | Jay Sole | $206 | $210.67 | +112.2% | Dec 31, 2025 |
| Piper Sandler | Anna Andreeva | $190 | $204.62 | +95.8% | Dec 12, 2025 |
| Robert W. Baird | Analyst unavailable | $210 | $187.06 | +116.4% | Dec 12, 2025 |
| Stifel Nicolaus | Analyst unavailable | $210 | $187.06 | +116.4% | Dec 12, 2025 |
| Jefferies | Randal Konik | $170 | $187.06 | +75.1% | Dec 12, 2025 |
| BTIG | Janine Stichter | $303 | $169.67 | +212.2% | Nov 25, 2025 |
| UBS | Analyst unavailable | $183 | $170.68 | +88.5% | Nov 17, 2025 |
| Jefferies | Analyst unavailable | $120 | $178.17 | +23.6% | Oct 27, 2025 |
| BNP Paribas | Analyst unavailable | $146 | $167.41 | +50.4% | Oct 20, 2025 |
| Robert W. Baird | Mark Altschwager | $195 | $173.41 | +100.9% | Sep 23, 2025 |
| Truist Financial | Analyst unavailable | $170 | $167.8 | +75.1% | Sep 5, 2025 |
| Robert W. Baird | Mark Altschwager | $225 | $167.8 | +131.8% | Sep 5, 2025 |
| Piper Sandler | Anna Andreeva | $165 | $167.8 | +70.0% | Sep 5, 2025 |
| Evercore ISI | Analyst unavailable | $180 | $167.8 | +85.5% | Sep 5, 2025 |
| Stifel Nicolaus | Peter McGoldrick | $205 | $167.8 | +111.2% | Sep 5, 2025 |
| Needham | Analyst unavailable | $430 | $337.24 | +343.0% | Mar 26, 2025 |
| Needham | Tom Nikic | $475 | $395.47 | +389.4% | Jan 10, 2025 |
| Bernstein | Lululemon to Outperform | $460 | $393.46 | +373.9% | Jan 7, 2025 |
| Deutsche Bank | Krisztina Katai | $396 | $399.6 | +308.0% | Dec 9, 2024 |
| Oppenheimer | Brian Nagel | $380 | $316.44 | +291.5% | Nov 27, 2024 |
| Robert W. Baird | Mark Altschwager | $380 | $318.81 | +291.5% | Nov 6, 2024 |
| Truist Financial | Scot Ciccarelli | $360 | $318.81 | +270.9% | Nov 5, 2024 |
| Piper Sandler | Anna Andreeva | $260 | $303.61 | +167.9% | Oct 30, 2024 |
| KeyBanc | Matthew Boss | $338 | $285.32 | +248.2% | Oct 14, 2024 |
| KeyBanc | Ashley Owens | $350 | $279.25 | +260.6% | Oct 14, 2024 |
| Barclays | Adrienne Yih | $261 | $278.24 | +168.9% | Oct 14, 2024 |
| Robert W. Baird | Mark Altschwager | $350 | $253.7 | +260.6% | Sep 6, 2024 |
| Raymond James | Rick Patel | $350 | $270.91 | +260.6% | Aug 27, 2024 |
| Jefferies | Randal Konik | $220 | $271 | +126.7% | Aug 27, 2024 |
| Morgan Stanley | Alex Straton | $329 | $271.1 | +239.0% | Aug 26, 2024 |
| Goldman Sachs | Brooke Roach | $286 | $240 | +194.7% | Aug 2, 2024 |
| Truist Financial | Scot Ciccarelli | $310 | $247.32 | +219.4% | Jul 25, 2024 |
| Citigroup | Paul Lejuez | $300 | $272.06 | +209.1% | Jul 25, 2024 |
| Deutsche Bank | Krisztina Katai | $357 | $309.81 | +267.8% | Jun 12, 2024 |
| Bernstein | Aneesha Sherman | $382 | $317.86 | +293.6% | Jun 7, 2024 |
| BMO Capital | Simeon Siegel | $384 | $316.13 | +295.6% | Jun 6, 2024 |
| HSBC | Akshay Gupta | $425 | $316.62 | +337.9% | Jun 6, 2024 |
| CFRA | Zachary Warring | $435 | $308.27 | +348.2% | Jun 6, 2024 |
| Wells Fargo | Ike Boruchow | $350 | $308.27 | +260.6% | Jun 6, 2024 |
| KeyBanc | Ashley Owens | $415 | $316.08 | +327.6% | Jun 6, 2024 |
| Wedbush | Tom Nikic | $397 | $304.39 | +309.0% | Jun 5, 2024 |
| Morgan Stanley | Alex Straton | $404 | $295.25 | +316.2% | May 29, 2024 |
| BTIG | Janine Stichter | $425 | $295.25 | +337.9% | May 29, 2024 |
| UBS | Jay Sole | $385 | $299.63 | +296.7% | May 22, 2024 |
| Barclays | Adrienne Yih | $395 | $322.98 | +307.0% | May 22, 2024 |
| Robert W. Baird | Mark Altschwager | $505 | $347.51 | +420.3% | Apr 19, 2024 |
| Piper Sandler | Abbie Zvejnieks | $470 | $360.46 | +384.2% | Apr 9, 2024 |
| Oppenheimer | Brian Nagel | $445 | $357.56 | +358.5% | Apr 5, 2024 |
| Jefferies | Randal Konik | $240 | $374.01 | +147.3% | Apr 4, 2024 |
| Barclays | Adrienne Yih | $546 | $388.9 | +462.5% | Mar 25, 2024 |
| Wedbush | Tom Nikic | $492 | $408.17 | +406.9% | Mar 22, 2024 |
| BMO Capital | Simeon Siegel | $420 | $403.19 | +332.7% | Mar 22, 2024 |
| Needham | Anna Andreeva | $500 | $403.19 | +415.1% | Mar 22, 2024 |
| Piper Sandler | Abbie Zvejnieks | $525 | $403.19 | +440.9% | Mar 22, 2024 |
| Stifel Nicolaus | Jim Duffy | $539 | $403.19 | +455.3% | Mar 22, 2024 |
| Wells Fargo | Ike Boruchow | $425 | $403.19 | +337.9% | Mar 22, 2024 |
| Truist Financial | Joseph Civello | $500 | $423.98 | +415.1% | Nov 17, 2023 |
| Telsey Advisory | Dana Telsey | $450 | $390.29 | +363.6% | Sep 21, 2023 |
| Needham | Anna Andreeva | $470 | $395.68 | +384.2% | Sep 20, 2023 |
| Guggenheim | Robert Drbul | $440 | $398.28 | +353.3% | Sep 1, 2023 |
| Morgan Stanley | Alex Straton | $424 | $369.32 | +336.8% | Jun 2, 2023 |
| Loop Capital Markets | Noah Zatzkin | $400 | $365.44 | +312.1% | Jun 2, 2023 |
| Telsey Advisory | Dana Telsey | $425 | $362.06 | +337.9% | Mar 29, 2023 |
| Morgan Stanley | Alex Straton | $387 | $315.24 | +298.7% | Mar 28, 2023 |
| Oppenheimer | Analyst unavailable | $400 | $319.1 | +312.1% | Feb 8, 2023 |
| Citigroup | Analyst unavailable | $350 | $314.37 | +260.6% | Jan 13, 2023 |
| Argus Research | Analyst unavailable | $350 | $309.48 | +260.6% | Jan 11, 2023 |
| BMO Capital | Simeon Siegel | $304 | $309.48 | +213.2% | Jan 10, 2023 |
| Wells Fargo | Ike Boruchow | $380 | $329.1 | +291.5% | Jan 6, 2023 |
| Piper Sandler | Analyst unavailable | $385 | $320.98 | +296.7% | Jan 5, 2023 |
| Barclays | Analyst unavailable | $445 | $326.39 | +358.5% | Dec 12, 2022 |
| Piper Sandler | Analyst unavailable | $390 | $326.73 | +301.8% | Dec 9, 2022 |
| Goldman Sachs | Analyst unavailable | $431 | $324.22 | +344.1% | Dec 9, 2022 |
| Wells Fargo | Analyst unavailable | $360 | $324.2 | +270.9% | Dec 9, 2022 |
| Raymond James | Rick Patel | $438 | $324.4 | +351.3% | Dec 9, 2022 |
| Cowen & Co. | Analyst unavailable | $542 | $376.93 | +458.4% | Dec 5, 2022 |
| Credit Suisse | Analyst unavailable | $465 | $385.99 | +379.1% | Dec 5, 2022 |
| Citigroup | Analyst unavailable | $400 | $385.99 | +312.1% | Dec 5, 2022 |
| UBS | Analyst unavailable | $395 | $382.86 | +307.0% | Dec 2, 2022 |
| Piper Sandler | Abbie Zvejnieks | $350 | $289.85 | +260.6% | Oct 11, 2022 |
| Morgan Stanley | Alex Straton | $343 | $314.31 | +253.4% | Sep 2, 2022 |
| Deutsche Bank | Gabriella Carbone | $434 | $314.17 | +347.1% | Sep 2, 2022 |
| Piper Sandler | Abbie Zvejnieks | $320 | $314.17 | +229.7% | Sep 2, 2022 |
| Goldman Sachs | Brooke Roach | $383 | $314.17 | +294.6% | Sep 2, 2022 |
| Goldman Sachs | Brooke Roach | $365 | $308.88 | +276.1% | Aug 2, 2022 |
| Jefferies | Randal Konik | $200 | $282.93 | +106.1% | Jul 11, 2022 |
| Morgan Stanley | Kimberly Greenberger | $315 | $290.93 | +224.5% | Jun 28, 2022 |
| Robert W. Baird | Mark Altschwager | $450 | $291.6 | +363.6% | Jun 13, 2022 |
| Bernstein | Jamie Merriman | $300 | $300.8 | +209.1% | Jun 6, 2022 |
| Morgan Stanley | Kimberly Greenberger | $303 | $299.2 | +212.2% | Jun 3, 2022 |
| Telsey Advisory | Dana Telsey | $470 | $300.8 | +384.2% | Jun 3, 2022 |
| Deutsche Bank | Gabriella Carbone | $427 | $300.8 | +339.9% | Jun 3, 2022 |
| BTIG | Camilo Lyon | $420 | $300.8 | +332.7% | Jun 3, 2022 |
| Wells Fargo | Ike Boruchow | $345 | $300.8 | +255.5% | Jun 3, 2022 |
| Guggenheim | Robert Drbul | $475 | $302.58 | +389.4% | Jun 2, 2022 |
| Goldman Sachs | Brooke Roach | $456 | $302.58 | +369.8% | Jun 2, 2022 |
| Guggenheim | Robert Drbul | $475 | $302.58 | +389.4% | Jun 2, 2022 |
| Argus Research | John Staszak | $310 | $274.04 | +219.4% | May 23, 2022 |
| Oppenheimer | Brian Nagel | $440 | $363.26 | +353.3% | Apr 29, 2022 |
| Wedbush | Analyst unavailable | $430 | $362.43 | +343.0% | Apr 29, 2022 |
| Deutsche Bank | Gabriella Carbone | $423 | $357.7 | +335.8% | Apr 26, 2022 |
| Truist Financial | Beth Reed | $495 | $361.97 | +410.0% | Apr 25, 2022 |
| Morgan Stanley | Analyst unavailable | $339 | $384.86 | +249.3% | Apr 21, 2022 |
| Cowen & Co. | John Kernan | $507 | $390.78 | +422.4% | Apr 16, 2022 |
| Truist Financial | Beth Reed | $390 | $368.74 | +301.8% | Apr 11, 2022 |
| Barclays | Adrienne Yih | $441 | $384.18 | +354.4% | Apr 4, 2022 |
| MKM Partners | Roxanne Meyer | $447 | $376.92 | +360.5% | Mar 30, 2022 |
| BTIG | Camilo Lyon | $491 | $376.92 | +405.9% | Mar 30, 2022 |
| Evercore ISI | Omar Saad | $450 | $376.92 | +363.6% | Mar 30, 2022 |
| Deutsche Bank | Gabriella Carbone | $428 | $376.92 | +341.0% | Mar 30, 2022 |
| Bank of America Securities | Lorraine Hutchinson | $450 | $376.92 | +363.6% | Mar 30, 2022 |
| Morgan Stanley | Kimberly Greenberger | $300 | $376.92 | +209.1% | Mar 30, 2022 |
| Guggenheim | Robert Drbul | $475 | $343.97 | +389.4% | Mar 29, 2022 |
| J.P. Morgan | Matthew Boss | $450 | $343.97 | +363.6% | Mar 29, 2022 |
| Bernstein | Aneesha Sherman | $260 | $289.24 | +167.9% | Mar 14, 2022 |
| Robert W. Baird | Mark Altschwager | $425 | $289.24 | +337.9% | Mar 14, 2022 |
| Jefferies | Randal Konik | $340 | $336.37 | +250.3% | Feb 6, 2022 |
| BTIG | Camilo Lyon | $489 | $328.98 | +403.8% | Jan 16, 2022 |
| Piper Sandler | Erinn Murphy | $480 | $352.72 | +394.5% | Jan 12, 2022 |
| UBS | Jay Sole | $430 | $346.75 | +343.0% | Jan 11, 2022 |
| Telsey Advisory | Dana Telsey | $470 | $346.75 | +384.2% | Jan 11, 2022 |
| Stifel Nicolaus | Jim Duffy | $500 | $348.43 | +415.1% | Jan 10, 2022 |
| B.Riley Financial | Susan Anderson | $487 | $355.21 | +401.8% | Jan 7, 2022 |
| Argus Research | John Staszak | $530 | $403.75 | +446.1% | Dec 13, 2021 |
| Oppenheimer | Brian Nagel | $520 | $426.55 | +435.8% | Sep 17, 2021 |
Track every rating change on LULU the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationLululemon Athletica Inc., alongside its subsidiaries, specializes in the design, global distribution, and retail of athletic apparel and accessories for both women and men. Its business operations are structured into two main divisions: company-owned retail establishments and direct-to-consumer sales. The firm's offerings encompass a range of clothing such as pants, shorts, tops, and jackets, all crafted for promoting a healthy lifestyle and facilitating athletic endeavors. These activities span yoga, running, training, and other physically demanding pursuits. Beyond apparel, Lululemon also supplies fitness-related accessories and a selection of footwear. Customers can acquire Lululemon products through numerous channels. These include a global network of corporate-managed stores, outlet locations, and seasonal warehouse sales.…
Historical context
All LULU earningsConsumer Cyclical peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| CCL Carnival Corporation & plc | FY2026 Q3 · Calendar Q3 2026 | +5.9% | +13.4% | Carnival posts record Q3 as demand and efficiency offset fuel costs |
| DRI Darden Restaurants, Inc. | FY2027 Q1 · Calendar Q3 2026 | 0.0% | -3.0% | Darden reaffirms FY2027 outlook as brands deliver mixed comp growth |
| AZO AutoZone, Inc. | FY2026 Q4 · Calendar Q3 2026 | +3.6% | +3.3% | AutoZone pairs commercial momentum with an aggressive FY2027 expansion plan |
| LEN-B Lennar Corporation | FY2026 Q3 · Calendar Q3 2026 | — | — | Lennar: Efficiency Gains Offset Housing-Market Pressures |
| LEN Lennar Corporation | FY2026 Q3 · Calendar Q3 2026 | — | -4.1% | Lennar Holds Volume Guidance as Margins Improve Despite Housing Headwinds |
| TCOM Trip.com Group Limited | FY2026 Q2 · Calendar Q3 2026 | +22.3% | +3.0% | Trip.com pairs international growth with heavier AI investment |
Latest beats and misses
Who reports nextBeat on EPS
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
- MUFY2026 Q4 · September 30, 2026+5.4% EPS+0.0% move
- CCLFY2026 Q3 · September 29, 2026+5.9% EPS+13.4% move
- COSTFY2026 Q4 · September 24, 2026+3.2% EPS+2.9% move
Get the LULU recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:36:15.940040+00:00
- Polygon adjusted daily market bars · 2026-10-01T13:46:07.983486+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-01T13:46:07.980350+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-01. For educational purposes only; not investment advice.