LULU Earnings

LULU reported its FY2026Q3 earnings on 2025-12-11, showcasing a revenue of 2.57B against an estimate of 2.48B, resulting in a 3.52% surprise. The EPS was 2.59, surpassing the expected 2.22 by 16.67%. The stock experienced a 9.6% price change on the earnings day and a 11.15% change over the next five days, reflecting market reactions to the results.

Following LULU's FY2026Q3 earnings announcement on 2025-12-11, the stock price moved by 9.6% on the day of the release. Over the subsequent five days, it saw a 11.15% change. Historically, LULU's stock price tends to shift by an average of -4.02% in the 10 days leading up to earnings and -6.31% in the 10 days following, providing insight into potential market.

For 2027/Q1, analysts estimate LULU's annual revenue to reach 2.47B, while the EPS is projected at 2.08. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between LULU's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, LULU's stock price typically moves by -4.02% in the 10 days before its earnings and -6.31% in the 10 days after. For the upcoming 2027/Q1 earnings, analysts expect an EPS of 2.08 and revenue of 2.47B.

The earnings call summary presents mixed signals. While revenue growth and store openings are positive, decreased gross margins and EPS, alongside increased costs, are concerning. The Q&A session added clarity on hedging strategies and growth opportunities but highlighted management's reluctance to provide specifics on certain initiatives. The lack of market cap data limits the prediction's accuracy, but overall, the sentiment leans towards neutral due to balanced positive and negative factors.