Lulu's Fashion Lounge Holdings (LVLU)
NASDAQ:LVLU
Earnings Data
Report Date
May 20, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.19Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed meaningful progress on profitability, margin expansion, cost reduction, and wholesale expansion, with clear operational improvements (inventory rationalization, distribution consolidation, tech enhancements) and consecutive positive adjusted EBITDA quarters. However, revenue and order declines, cash flow pressure, increased net debt and interest expense, and an intentional near-term reset of casual and footwear assortments present material headwinds. Management is prioritizing profitability over short-term revenue and expects full-year 2026 adjusted EBITDA to inflect to positive, but near-term Q1 pressure is anticipated.Company Guidance
Gross Margin Expansion and Product Margin Improvement
Q4 gross margin expanded 640 basis points year over year to 44.3% (highest Q4 gross margin since 2021). Product margins improved for the fifth consecutive quarter, up 240 basis points in Q4 versus prior year.
Sequential and Quarterly Profitability Momentum
Delivered third consecutive quarter of positive adjusted EBITDA: Q4 adjusted EBITDA was positive $2.6M (adjusted EBITDA margin 4.2%) versus a $3.3M loss in Q4 2024. Full-year adjusted EBITDA improved to negative $1.2M from negative $9.7M in 2024.
Wholesale Channel Acceleration
Wholesale revenue grew 143% year over year in 2025, same-majors revenue up 62% vs. 2024; expansion to nine major retail partners in 2025 (including nationwide Nordstrom placement) and triple-digit, seven-figure wholesale growth.
Cost and Expense Reductions
Operating expenses declined 12% year over year in Q4, including a 13% reduction in fixed costs. General & administrative expenses decreased 15% in Q4 and 16% for the full year, supporting margin and EBITDA improvements.
Assortment and Inventory Rationalization
Footwear and casual apparel SKU count owned down ~17% and inventory on hand down ~39% versus prior year; overall inventory at quarter end $32.4M, down 4.7% year over year, reflecting disciplined inventory management.
Improved Customer / Return Metrics
Return rates improved by 80 basis points from Q3 to Q4. Core return rate within eventwear decreased by more than 5% year over year. Units transacted per new product launched increased 21% YoY in Q4 and is tracking toward a ~50% improvement in Q1 2026 versus Q1 2025.
Strategic Distribution and Tech Initiatives
Completed distribution center consolidation, launched Amazon storefront, expanded key retail partnerships (including Nordstrom and Victoria's Secret), and rolled out technology/UX improvements (return feedback flow, Happy Returns integration, simplified account creation, AI review summaries) to drive engagement and efficiency.
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 |
|---|---|---|---|
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% |
May 14, 2025 | $6.30 | $5.72 | -9.21% |
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 May 20, 2026, After Close (Confirmed).
What is Lulu's Fashion Lounge Holdings (LVLU) earnings time?
Lulu's Fashion Lounge Holdings (LVLU) earnings time is at May 20, 2026, After Close (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 LVLU EPS forecast?
Currently, no data Available
