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lululemon(LULU) - 2026 Q3 - Quarterly Results
2025-12-12 05:08
Exhibit 99.1 LULULEMON ATHLETICA INC. ANNOUNCES THIRD QUARTER FISCAL 2025 RESULTS BOARD OF DIRECTORS AUTHORIZES $1.0 BILLION INCREASE IN ITS STOCK REPURCHASE PROGRAM Revenue increased 7% to $2.6 billion Comparable sales increased 1%, or 2% on a constant dollar basis Diluted EPS of $2.59 Vancouver, British Columbia – December 11, 2025 – lululemon athletica inc. (NASDAQ:LULU) today announced financial results for the third quarter of fiscal 2025, which ended on November 2, 2025. Calvin McDonald, Chief Executi ...
Lululemon's Chief Executive Calvin McDonald to Depart Next Month
WSJ· 2025-12-12 05:06
The athletic gear maker has been under pressure from its founder to make changes to reverse its "loss of cool.†...
lululemon athletica inc. Announces Third Quarter Fiscal 2025 Results; Board of Directors Authorizes $1.0 Billion Increase in Its Stock Repurchase Program
Businesswire· 2025-12-12 05:06
VANCOUVER, British Columbia--(BUSINESS WIRE)--lululemon athletica inc. (NASDAQ:LULU) today announced financial results for the third quarter of fiscal 2025, which ended on November 2, 2025. Calvin McDonald, Chief Executive Officer, stated: "In the third quarter, our teams remained focused on driving improvements within our U.S. business and maintaining momentum in our international regions. We are beginning to make progress against our action plan and continue to expect to see the impact of thi. ...
Top Wall Street Forecasters Revamp Lululemon Expectations Ahead Of Q3 Earnings - Lululemon Athletica (NASDAQ:LULU)
Benzinga· 2025-12-12 01:45
lululemon athletica inc. (NASDAQ:LULU) will release earnings results for the third quarter after the closing bell on Thursday, Dec. 11.Analysts expect the Vancouver, Canada-based company to report quarterly earnings at $2.21 per share, down from $2.87 per share in the year-ago period. The consensus estimate for lululemon's quarterly revenue is $2.48 billion. Last year, it reported $2.4 billion in revenue, according to Benzinga Pro.On Sept. 4, Lululemon reported second-quarter revenue of $2.53 billion, missi ...
Top Wall Street Forecasters Revamp Lululemon Expectations Ahead Of Q3 Earnings
Benzinga· 2025-12-12 01:45
lululemon athletica inc. (NASDAQ:LULU) will release earnings results for the third quarter after the closing bell on Thursday, Dec. 11.Analysts expect the Vancouver, Canada-based company to report quarterly earnings at $2.21 per share, down from $2.87 per share in the year-ago period. The consensus estimate for lululemon's quarterly revenue is $2.48 billion. Last year, it reported $2.4 billion in revenue, according to Benzinga Pro.On Sept. 4, Lululemon reported second-quarter revenue of $2.53 billion, missi ...
Lululemon CEO Calvin McDonald to step down in January
Yahoo Finance· 2025-12-12 00:34
This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. Dive Brief: Lululemon CEO Calvin McDonald is stepping down at the end of January, the activewear giant said Thursday. The news comes amid a slowdown in North America, Lululemon’s biggest region. The retailer’s board is conducting a “comprehensive search” for a new chief executive, in combination with an executive search firm. McDonald will stay on as an adviser th ...
Options Corner: LULU's Lasting Tariff Pressure
Youtube· 2025-12-11 22:15
Time now for Options Corner. Joining us now to take a deeper look at this chart is Duke of Data himself, Rick Dukat. Rick, when I looked at this chart, I was like, "Oof, I mean, it has been, you know, just off a cliff this year, whether we're talking about year to date, year-over-year." What trends do you notice.>> Yes, definitely a difficult uh price pattern here for the bulls. We can see uh XLY, the consumer discretionary space ETF about, you know, flat on the year or so. Uh meanwhile, Lulu down 53% or so ...
This Is What Lululemon's Founder Says Is Wrong With the Company
The Motley Fool· 2025-12-11 11:00
Chip Wilson believes the company has lost its way under a CEO that's too focused on finance.Shares of apparel company Lululemon Athletica (LULU +3.04%) have been in a tailspin this year, down more than 50% to levels they haven't been at since 2020. It has been one of the worst-performing stocks on the S&P 500, amid what's generally been a strong year for the index -- it's up nearly 17%.The sell-off and the troubles surrounding Lululemon have caught the attention of many people, including its founder and pre ...
Lululemon Athletica Inc. (NASDAQ:LULU) - A Strong Investment Opportunity Amid Economic Challenges
Financial Modeling Prep· 2025-12-11 10:00
Positive analyst sentiment with an average price target of $243 and Morgan Stanley's optimistic $339 target, suggesting confidence in Lululemon's earnings potential.Resilience and growth potential highlighted by Lululemon's strong brand and pricing power, especially in the Chinese market, despite tempered optimism.Lululemon Athletica Inc. (NASDAQ:LULU) is a leading designer and retailer of athletic apparel, known for its high-quality products tailored for yoga, running, and training. The company operates th ...
华尔街顶级分析师最新评级:亚马逊获首次覆盖、通用电气能源升级
新浪财经· 2025-12-10 23:13
五大评级上调 - 奥本海默将通用电气能源评级从“持有”上调至“跑赢大盘”,目标价855美元,因价格和销量改善带来业绩指引上修空间,且工厂产能利用率和运营效率提升有望推动增长[5][11] 加拿大皇家银行资本市场亦将其评级从“行业持平”上调至“跑赢大盘”,目标价从630美元上调至761美元[5][11] - 摩根大通将百事可乐评级从“中性”上调至“增持”,目标价从151美元上调至164美元,认为公司在创新和营销支出方面的“加速计划”将推动可观的生产效率成本节约[5][11] - 汇丰银行将艾伯维评级从“持有”上调至“买入”,目标价从225美元上调至265美元,指出公司正展现增长势头且业务执行能力将持续保持稳健[5][11] - 摩根士丹利将特雷克斯评级从“持平”上调至“增持”,目标价从47美元上调至60美元,原因是公司业绩已触底回升且业务组合得到改善[5][11] - 奥本海默将戴恩治疗评级从“持有”上调至“跑赢大盘”,目标价从11美元大幅上调至40美元,指出其股价相较于竞争对手Avidity存在折价,主要因投资者担忧其1型强直性肌营养不良项目的时间进度、三期临床试验统计效力及加速获批可能性[5][11] 五大评级下调 - 汇丰银行将渤健评级从“持有”下调至“减持”,目标价从144美元微降至143美元,认为公司“萎靡的”多发性硬化症业务对整体业绩的拖累已超过其他业务的增长贡献[5][11] - 杰富瑞将艾默生电气评级从“买入”下调至“持有”,目标价维持145美元不变,指出公司已完成转型并发布最新业绩展望,鉴于下半年业绩指引的爬坡节奏,短期内股价上行空间有限[5][11] - 摩根大通将诺贝尔能源评级从“增持”下调至“中性”,目标价从31美元上调至33美元,该机构对油气上游板块仍持谨慎立场,原因是上游资本支出面临压力,但同时也认为公司存在部分“特殊增长机遇”[5][11] - 杰富瑞将雷勃电气评级从“买入”下调至“持有”,目标价从170美元下调至160美元,称公司的转型计划执行周期长于预期[5][11] - 杰富瑞将维尔特评级从“买入”下调至“持有”,目标价从125美元下调至105美元,认为在当前股价水平下,公司“稳定的”需求格局和强劲的回报率已完全反映在估值中[5][11] 五大首次覆盖评级 - 古根海姆首次覆盖亚马逊,给予“买入”评级,目标价300美元,称零售板块仍被视为“结构性疲软”,但“假日季带来了积极提振”且关税影响目前可控,其覆盖的大部分零售企业实际上已达到或接近毛利率峰值[5][9] 该机构还首次给予耐克、罗斯百货、勃肯、安德玛、昂跑、凯璞荣控股、星球健身、TJX集团“买入”评级[5][9] 给予梅西百货、露露乐蒙、德克斯户外、塔普estry、拉夫劳伦、盖璞、威富集团、城市服饰、维多利亚的秘密、巴斯夫美妆、PVH集团、动感单车、伯灵顿百货“中性”评级[5][9][12] - B. 莱利首次覆盖罗布乐思,给予“买入”评级,目标价125美元,认为罗布乐思具备长期基本面向好的特质,是核心持仓标的[5][13] - 凯投银行首次覆盖森萨塔科技,给予“增持”评级,目标价55美元,相信其端到端运营平台能很好地契合规模达45万亿美元的“实体运营”行业需求[5][13] - B. 莱利首次覆盖Take-Two,给予“买入”评级,目标价300美元,看涨立场的核心逻辑是公司计划于2026年11月推出《侠盗猎车手6》[10][13] - 加拿大道明考恩首次覆盖鲨客忍者,给予“买入”评级,目标价135美元,对其增长前景表示“看好”,称其为“品类颠覆者”[10][13]