Despite strong performance in special occasion categories and successful brand campaigns, the call highlighted significant challenges, including revenue declines, profitability issues, and a substantial net loss due to goodwill impairment. Cost reduction measures have been effective, but challenges in separates and shoe categories continue to weigh on performance.
Company Guidance
During Lulu's Fourth Quarter and Fiscal Year 2024 earnings call, the company provided guidance for fiscal year 2025, anticipating net revenue to be between $280 million and $310 million, reflecting a decrease of 11% to 2% compared to 2024. The company expects an inflection to positive adjusted EBITDA, projected to be between $0 and $6 million, representing an increase of $9.7 million to $15.7 million from 2024. Lulu's aims to achieve a net debt position between $3 million and $4 million by the end of Q1 2025, down from $8.6 million at the end of Q4 2024. The company plans to remain operating cash flow positive for 2025, including in Q1, with capital expenditures expected to range from $2.5 million to $3 million, marking a 13% decrease or flat compared to the previous year. These projections assume stable demand and improvements in product assortment and brand initiatives, though the company remains cautious about macroeconomic pressures and potential tariff impacts.
Positive Growth in Special Occasion Categories
Special occasion and bridesmaid categories delivered positive mid-teens year-over-year net sales growth. First-time reorders of new products increased by 24% compared to last year's Q4.
Inventory and Return Rate Improvements
Inventory reduced by 4% year-over-year with return rates improving by 150 basis points for the second consecutive quarter.
Successful Brand Campaigns and Collaborations
Brand campaigns and collaborations increased social engagement by 33% quarter-over-quarter. Wholesale revenue grew 76% year-over-year in Q4.
Cost Reductions and Operating Efficiency
Achieved a 19% reduction in operating expenses in the second half of 2024 compared to the first half, exceeding expectations. Gross profit decline was offset by cost savings.
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Lulu's Fashion Lounge Holdings (LVLU) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
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LVLU Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Mar 27, 2025
$0.42
$0.39
-7.14%
Nov 13, 2024
$1.61
$1.42
-11.80%
Aug 14, 2024
$1.23
$1.21
-1.63%
May 08, 2024
$1.53
$1.78
+16.34%
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.
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FAQ
When does Lulu's Fashion Lounge Holdings (LVLU) report earnings?
Lulu's Fashion Lounge Holdings (LVLU) is schdueled to report earning on May 07, 2025, TBA Not Confirmed.
What is Lulu's Fashion Lounge Holdings (LVLU) earnings time?
Lulu's Fashion Lounge Holdings (LVLU) earnings time is at May 07, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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