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Lululemon Cuts Outlook as U.S. Sales Underperform

by Team Lumida
September 5, 2025
in Markets
Reading Time: 4 mins read
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Lululemon Earnings Preview: What to Expect from the Athleisure Giant

"In front of Lululemon store" by Tiger Mask is licensed under CC BY-NC-ND 2.0

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Key Takeaways

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  • Lululemon cut full‑year guidance after U.S. demand weakened; fiscal‑year EPS lowered to $12.77–$12.97 (from $14.58–$14.78) and revenue guidance trimmed to $10.85B–$11.0B.
  • Q2 results: revenue +7% to $2.53B, operating profit $370.9M ($3.10/sh), same‑store sales +1% (vs. Street +3.7%).
  • International remains a bright spot (+22% sales), while the U.S. business shows product fatigue and increased competition.
  • Trade policy is an incremental headwind: expiration of the de‑minimis rule and higher tariffs expected to reduce FY profit by roughly $240M (net of mitigation).
  • Management plans faster product refresh (targeting 35% new styles in spring vs. 23% now); execution is the key near‑term variable.

What Happened?

Lululemon reported Q2 revenue of $2.53B and adjusted profit slightly below last year but above some expectations. Weakness in the U.S.—attributed to a stale assortment and softer demand—led the company to cut its FY sales and EPS outlook. Management flagged about $240M of annual profit pressure from rising tariffs (including loss of the de‑minimis exemption for low‑value imports), even after mitigation like price increases.

Why It Matters?

  • The guidance cut materially reduces near‑term earnings expectations and raises downside risk to margins as tariff costs hit and pricing power is tested.
  • U.S. softness signals potential brand‑momentum erosion in Lululemon’s largest market; failure to re‑energize assortments quickly would pressure comps and growth assumptions embedded in the stock.
  • International growth shows the company can still scale abroad, but it may not fully offset U.S. weakness or tariff‑related margin loss.
  • The tariff impact is a partially idiosyncratic but quantifiable headwind that makes FY profitability more contingent on pricing, cost control, and product execution.

What’s Next?

  • Watch execution on the product refresh: cadence of new SKUs, early sell‑through, and impact on gross margin.
  • Track quarterly comps in the Americas and margin trends (gross margin and operating margin) to see whether tariff pass‑through or cost actions are effective.
  • Monitor price increases and promotional behavior—overpromotion would risk margin erosion; underpricing could deepen volume declines.
  • Keep an eye on any policy developments around de‑minimis or tariffs that could alter the $240M hit, and on management commentary at the next earnings call for concrete mitigation plans.
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Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
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