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01/09 10:06
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Lululemon Athletica Inc (LULU) is set to release its FY2026Q2 earnings performance on 09/04 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 2.54B and an earnings per share (EPS) of 2.84 for the FY2026Q2. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
The earnings forecast indicates a miss, driven by weak regional performance, gross margin pressures, and elevated expenses.
Fact Data Analysis:
U.S. Weakness: UBS notes "lackluster" U.S. sales growth of just 1% in Q2, with Jefferies observing rising markdowns and soft traffic. JPMorgan highlights product assortment challenges and declining store traffic.
China Uncertainty: Wells Fargo and Jefferies raise concerns about softening growth in China, a key revenue driver.
Tariff Headwinds: Expiration of the de minimis exemption (Wells Fargo estimates a $ 0.90–$ 1.10 EPS drag) and higher tariffs on imports from China/Vietnam will pressure margins and likely force guidance cuts.
Bearish Bias:
The earnings call summary presents a mixed outlook: strong growth in China and new product initiatives are positive, but flat revenue in the Americas, increased tariffs, and declining EPS are concerning. The Q&A reveals management's optimism about product innovation and market expansion, but also highlights uncertainties in margin pressures and leadership changes. With no clear guidance improvement and ongoing cost challenges, the overall sentiment remains neutral.
The earnings call summary presents a mixed picture: strong revenue growth in China and successful product innovation contrast with margin pressures from tariffs and increased expenses. The Q&A highlights demand fluctuations, potential margin pressures, and strategic product launches. However, management's lack of detailed guidance and avoidance of specifics around key partnerships and financial impacts create uncertainty. Overall, these factors suggest a neutral market reaction, with no significant catalysts for a strong positive or negative shift in stock price.
The earnings call highlights several negative factors: declining operating and net income, increased inventory, and a decrease in margins. Despite some product innovation and market expansion plans, the Q&A reveals concerns about tariff impacts, unclear mitigation strategies, and fatigue in core franchises. The guidance indicates a decrease in margins, and the lack of specific timelines for addressing issues adds uncertainty. These factors suggest a negative sentiment, likely resulting in a stock price decline of -2% to -8% over the next two weeks.
The earnings call reveals mixed signals. While revenue and EPS showed growth, operating margins declined due to increased expenses and external pressures. The guidance for 2025 indicates revenue growth but a decrease in operating margin. Positive factors include strong brand expansion plans and share repurchases. However, macroeconomic concerns, particularly in the U.S., and competitive pressures pose risks. The Q&A highlighted strategic pricing and sourcing actions but lacked clarity on traffic trends and tariff impacts. Overall, these mixed factors suggest a neutral stock price movement in the short term.
Lululemon Athletica Inc (LULU) is scheduled to release its FY2026Q2 earnings report onSep 4, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
Analysts' consensus predicts 2.54B in revenue and an EPS of 2.84 for Lululemon Athletica Inc's FY2026Q2.
Intellectia's exclusive AI algorithms forecast a Miss forLululemon Athletica Inc's FY2026Q2 earnings, with a prediction date of Sep 4, 2025. Lululemon Athletica Inc The earnings forecast indicates a miss, driven by weak regional performance, gross margin pressures, and elevated expenses.
Leverage Intellectia's AI forecast to position trades ahead of theSep 4, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
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