Lulu's Fashion Lounge Holdings (LVLU)
NASDAQ:LVLU
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Earnings Data
Report Date
Aug 19, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-1.08Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys cautious optimism: the company reported meaningful margin expansion, rapid wholesale growth, sizable inventory reductions, improved assortment productivity, and notable cost and balance sheet improvements — all signaling progress on a deliberate reset. However, net revenue and orders were down, Q1 profitability remained negative, casual apparel and footwear were intentionally de-emphasized causing short-term top-line pressure, and external uncertainties (tariffs, freight, consumer sensitivity) present execution risks. Management expects a return to positive adjusted EBITDA in Q2 and full-year improvement contingent on H2 assortment normalization and continued wholesale momentum.Company Guidance
Gross Margin Expansion
Gross margin expanded to 45.1% in Q1 2026, an increase of 480 basis points year-over-year — the highest Q1 gross margin since 2022, driven by a shift to higher-margin categories and improved outbound shipping costs.
Wholesale Channel Scaling Rapidly
Wholesale revenue doubled year-over-year in the quarter; overall wholesale revenue increased ~112% (LTM) with same majors up ~94%. Major accounts shipped expanded from 4 to 10 (LTM), Lulu's now in all Nordstrom doors and doubled prom presence to 100 Dillard's doors.
Inventory Reduction and Lower Markdown Exposure
Ending inventory was $33.1M, down $6.6M or 17% year-over-year. Casual apparel inventory down ~39% and footwear inventory down nearly 46% versus prior year, with markdown exposure exiting the quarter substantially lower.
Improved Profitability Trends
Adjusted EBITDA loss narrowed to $(1.5)M from $(4.7)M year-over-year (improvement of ~$3.1M), and adjusted EBITDA margin improved to -2.7% from -7.3%. Net loss improved to $4.1M from $8.0M, and diluted loss per share improved to $1.44 from $2.86.
Operating Expense and Cost Reductions
Operating expenses declined 13% year-over-year, including an 8% reduction in fixed costs. Selling & marketing expenses fell $1.9M to $14.0M and G&A decreased $2.6M to $15.5M (a 14.3% decline), driven by cost control, DC efficiencies, and lower variable labor.
Assortment Productivity and Product Signals
Reorder eligibility rates nearly doubled year-over-year and sell-through for new product introductions improved meaningfully. Casual apparel & footwear SKU productivity rose 56% in units transacted per new product in Q1 2026 vs Q1 2025, indicating stronger assortment discipline and product-market fit.
Balance Sheet and Cash Flow Improvements
Total debt decreased by $1.1M to $13.3M and net debt fell by $5.8M to $5.9M. Net cash provided by operating activities was $6.9M (with an $0.8M year-over-year improvement excluding a large prior-year tax refund) and free cash flow was $6.5M.
Brand Momentum and Customer Engagement
Brand engagement strengthened via experiential marketing, creator/influencer collaborations, and a new 2026 brand campaign; social community exceeds 9 million followers and prom/wedding-focused initiatives generated strong visibility while maintaining marketing discipline.
LVLU 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
LVLU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $9.30 | $9.63 | +3.49% |
Mar 30, 2026 | $12.10 | $12.72 | +5.12% |
Nov 12, 2025 | $4.89 | $5.71 | +16.77% |
Aug 13, 2025 | $3.72 | $3.93 | +5.65% |
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 Lulu's Fashion Lounge Holdings (LVLU) report earnings?
Lulu's Fashion Lounge Holdings (LVLU) is schdueled to report earning on Aug 19, 2026, After Close (Confirmed).
What is Lulu's Fashion Lounge Holdings (LVLU) earnings time?
Lulu's Fashion Lounge Holdings (LVLU) earnings time is at Aug 19, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is LVLU EPS forecast?
Currently, no data Available
