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DTC Strength vs. Weak In-Store Traffic: lululemon's Balancing Act
ZACKS·2025-08-01 01:11

Key Takeaways LULU's DTC revenues rose 8% in Q1, making up 42% of the total sales amid North America traffic softness.Mobile upgrades and personalized features drove conversion and engagement across digital platforms.International markets, especially China, showed strong in-store and online growth, balancing U.S. weakness.lululemon athletica inc.’s (LULU) direct-to-consumer (“DTC”) channel continues to be a strong growth engine, even as the brand faces softer trends in store traffic, particularly in North A ...