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Lululemon Athletica (DE:33L)
XETRA:33L
Earnings Data
Report Date
Aug 28, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.53Last Year’s EPS
2.76Same Quarter Last Year
Moderate Buy
Based on 29 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Jun 05, 2025
|% Change Since: -27.64%
|Next Earnings Date:Aug 28, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a mixed sentiment. While there were positive developments such as strong revenue growth in China, improved gross margins, and successful brand activations, there were significant challenges, particularly in the U.S. market and due to tariff impacts on margins. Inventory levels and SG&A expenses also raised concerns, contributing to a cautious outlook for Q2.Company Guidance
During Lululemon's first quarter 2025 earnings call, the company provided guidance on several key financial metrics. Total revenue increased by 7% year-over-year, or 8% on a constant currency basis, reaching $2.4 billion. The company maintained its full-year revenue guidance, expecting a growth rate of 7% to 8%. Earnings per share for the quarter were $2.60, surpassing expectations. Lululemon continued to repurchase shares, spending $430 million on buybacks in Q1, reflecting confidence in its long-term prospects. Gross margin improved to 58.3%, up 60 basis points from the previous year. Looking at geographical performance, revenue in the United States grew by 2%, Canada saw a 9% increase, China Mainland reported a 22% rise in constant currency, and the rest of the world experienced a 17% growth. The company plans to open 40 to 45 new stores in 2025, focusing on international markets, particularly in China. Lululemon highlighted its product innovation and brand activations as key drivers of success, noting strong responses to new product launches such as Align No Line, Daydrift, and Be Calm. Despite the challenges posed by increased tariffs and a cautious consumer environment, Lululemon remains optimistic about its ability to navigate these headwinds through pricing adjustments and supply chain efficiencies.Revenue Growth Matches Guidance
Total revenue increased 7% or 8% on a constant currency basis, reaching $2.4 billion for Q1, meeting the high end of the guidance range.
Gross Margin Improvement
Gross margin increased by 60 basis points to 58.3%, driven by lower product costs, improved markdowns, and better fixed cost leverage.
Strong Performance in China
China Mainland revenue increased 22% in constant currency, despite a calendar shift due to Chinese New Year impacting Q1 growth by about four percentage points.
Successful Brand Activations
The 'Summer of Align' campaign successfully increased brand awareness, with unaided brand awareness in the U.S. growing from the mid-30s to 40%.
Continued Share Repurchases
Lululemon repurchased $430 million of stock, demonstrating strong balance sheet management and confidence in long-term prospects.
DE:33L Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:33L Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 05, 2025 | €295.60 | €231.45 | -21.70% |
Mar 27, 2025 | €315.85 | €268.35 | -15.04% |
Dec 05, 2024 | €325.80 | €384.90 | +18.14% |
Aug 29, 2024 | €235.85 | €233.20 | -1.12% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lululemon Athletica (DE:33L) report earnings?
Lululemon Athletica (DE:33L) is schdueled to report earning on Aug 28, 2025, TBA Not Confirmed.
What is Lululemon Athletica (DE:33L) earnings time?
Lululemon Athletica (DE:33L) earnings time is at Aug 28, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Lululemon Athletica stock?
The P/E ratio of Lululemon Athletica is N/A.
What is DE:33L EPS forecast?
DE:33L EPS forecast for the fiscal quarter 2025 (Q2) is 2.53.
