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Nov 02, 2025
Lululemon Q3 2025 Earnings Report
Lululemon reported steady Q3 performance with modest revenue growth, strong international expansion, and a boost to its share repurchase program.
Key Takeaways
lululemon posted a 7% increase in revenue for Q3 2025, driven by strong international growth, while U.S. sales softened. The company exceeded EPS expectations and announced a $1 billion increase in its stock buyback program.
Revenue by Geographic Location
Forward Guidance
Lululemon expects Q4 revenue to decline slightly due to the prior year’s 53rd week, but forecasts adjusted growth of 2% to 4%. EPS is projected between $4.66 and $4.76.
Positive Outlook
- Revenue growth of 2% to 4% expected in Q4 when adjusted for 53rd week
- FY25 EPS forecast raised to $12.92–$13.02
- Strong performance expected in China Mainland with up to 25% growth
- Continued investment in international expansion
- Healthy cash position of over $1 billion
Challenges Ahead
- Reported Q4 revenue may show a decline due to absence of 53rd week
- Americas revenue remains under pressure
- Operating income expected to be reduced by $210 million due to tariffs
- Gross margin under pressure from higher costs
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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