lululemon athletica (LULU) Company Report

Celeste Burgoyne, President of the Americas and Global Guest Innovation, will leave lululemon at the end of December 2025 for a role outside the industry.
André Maestrini, Executive Vice President of International since 2021, has been named President and Chief Commercial Officer, effective immediately.
In his new role, Mr. Maestrini will oversee all regions, stores, and digital channels globally, driving market expansion, revenue growth, and best-practice sharing across North America and international markets.
Ms. Burgoyne joined in 2006 and became lululemon’s first President in 2020; Mr. Maestrini helped quadruple the company’s international revenues during his tenure.

Nov 21, 2025, 9:39 PM

8-K

lululemon enters $600M revolving credit facility

LULU

Debt Issuance

On October 15, 2025, lululemon athletica inc. entered into a Second Amended and Restated Credit Agreement providing an initial $600 million unsecured revolving credit facility, with an accordion feature to increase total commitments up to $1 billion.
The Credit Facility matures on October 15, 2030, and includes two one-year extension options at lululemon’s request, subject to customary conditions.
Borrowings bear interest at alternative benchmark rates plus an applicable margin and may be prepaid or commitments reduced without premium, subject only to customary breakage costs.
The facility is guaranteed by lululemon and certain subsidiaries and contains customary financial, affirmative and negative covenants, including leverage and fixed charge coverage ratios.

Oct 21, 2025, 8:16 PM

8-K

Lululemon Athletica highlights price-sensitive consumer amid potential Fed cuts

LULU

Demand Weakening

Fed rate cuts may boost sentiment but consumers remain highly price-sensitive, seeking bargains despite any easing in rates.
High-income consumers continue to engage with premium brands; Ralph Lauren comps exceed 3%, reflecting robust top-tier spending.
Middle-class consumers are trading down, benefiting value retailers like Walmart and TJX, while department stores lose market share.
The furniture sector faces headwinds from potential tariffs—over 50% of imports come from Vietnam and China—and is projected to see 1.7% same-store sales growth in Q2 on easy comparisons.

Aug 25, 2025, 11:57 AM

CNBC Television

Lululemon downgraded to Neutral by JPMorgan amid growth challenges

LULU

Demand Weakening

Rating downgrade: JPMorgan cut Lululemon’s rating from Overweight to Neutral and reduced its price target from $303 to $224.
Inventory challenges: Weaker response to updated core seasonal colors (about 40% of inventory) led to elevated markdowns and promotional efforts in the U.S..
China growth normalizing: After a period of strong expansion, normalization in China may limit the company’s compound annual growth rate.
Margin pressure: Higher fixed cost leverage across the retail operating division and SG&A expenses is constraining near-term margins.

Jul 22, 2025, 10:56 AM

CNBC

Lululemon opens first store in Milan, Italy

LULU

New Projects/Investments

Lululemon will launch its first Italian store in Milan’s Vittorio Emanuele II district on July 19, 2025, marking its entry into Italy.
The 5,700 sq ft, two-floor location will showcase both men’s and women’s collections and feature a custom 3-D printed Glide sculptural façade inspired by its Define Jacket pattern.
This opening aligns with Lululemon’s Power of Three ×2 growth strategy to quadruple international revenue by 2026, building on its existing European presence.
Alongside Italy, the company has expanded internationally with entries into India (via partnerships), Denmark, Belgium (two stores), and Turkey in 2025.
In Q1 2025, Lululemon reported 7% revenue growth (8% constant currency) to $2.4 billion, with the Rest of World segment up 16% (17% cc), underscoring its strong international performance.

Jul 18, 2025, 12:10 PM

Morningstar

Lululemon Reports Q4 2025 Earnings & Strategic Update

LULU

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

Share Buyback

Guidance Update

Q4 Performance: Net revenue of $3.6B (+13% [14% in constant currency]), EPS at $6.14 (+16%), operating margin of 28.9%, and robust share repurchase activity contributed in Q4 .
Full-Year Guidance: Projected revenue between $11.15B and $11.3B for 2025, accounting for FX and tariff headwinds, with planned store openings and optimization .
Annual Results: Annual revenue reached $10.6B (+10%) with diluted EPS of $14.64 (+15%), reflecting strong overall performance .
Strategic Initiatives: Enhanced product innovation via new franchise launches, global marketing activations, and engaging community events to boost brand awareness .
Growth Plan Execution: Continued deployment of the Power of Three x2 growth plan with Q4 recording women’s revenue up 6% and men’s up 12% .
Store Expansion: Opened 18 net new company-operated stores, bringing the global total to 767 .

Mar 27, 2025, 8:30 PM

Transcript Presentation

Lululemon Announces Q4 and Full Year Fiscal 2024 Results

LULU

Earnings

Share Buyback

Revenue Acceleration/Inflection

Q4 performance: Net revenue increased by 13% to $3.6 billion with diluted EPS of $6.14.
Full year results: Revenue grew by 10% to $10.6 billion and diluted EPS reached $14.64.
Operational highlights: The company repurchased 0.9 million shares for $332.2 million and opened 18 new stores, bringing the total to 767 stores.

Mar 27, 2025, 12:00 AM

8-K

Earnings Transcripts

Quarterly earnings call transcripts for lululemon athletica.

Ask Fintool AI Agent

Get instant answers from SEC filings, earnings calls & more

What did Calvin McDonald say about margins?What are lululemon athletica's strategic priorities?How is lululemon athletica positioned vs competitors?How did lululemon athletica do last quarter?

Let Fintool AI Agent track lululemon athletica's earnings for you

Get instant analysis when filings drop