LULU Earnings Prediction
The chart below shows how LULU performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LULU sees a -0.53% change in stock price 10 days leading up to the earnings, and a +2.57% change 10 days following the report. On the earnings day itself, the stock moves by +0.41%. This data can give you a slight idea of what to expect for the next quarter's release.
LULU Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.20B
18.70%
-0.22%
Gross Margin
56.95%
2.01%
-2.96%
Operating Margin
18.72%
-1.37%
-13.69%
Net Margin
11.28%
-18.02%
-27.04%
EPS
1.96
-2.00%
-26.87%
No Data Available
LULU Earnings Analysis
lululemon athletica inc. Corporation (LULU.O) Earnings Conference Call
Positive
Revenue Increase Analysis: Total revenue increased by 9%, or 8% in constant currency, reaching $2.4 billion in Q3.
China Revenue Surge: China Mainland revenue surged by 39%, or 36% in constant currency, with comparable sales increasing by 24%.
Margin and Earnings Improvement: Adjusted operating margin improved by 70 basis points to 20.5%, and adjusted earnings per share rose by 13%.
Stock Repurchase Activity: The company repurchased $409 million of stock in Q3, bringing the year-to-date total to $1.4 billion.
Membership Program Expansion: The membership program grew to 24 million members, reflecting strong customer engagement and retention.
Negative
Revenue and Sales Growth: Total revenue increased 9%, or 8% in constant currency, to $2.4 billion, with comparable sales increasing 3%.
Americas Revenue Performance: In the Americas, revenue increased 2% with a comparable sales decline of 2%.
Revenue and Sales Growth: In China Mainland, revenue increased 39%, or 36% in constant currency, with comparable sales increasing 24%.
Rest of World Revenue Growth: In our Rest of World segment, revenue grew by 27%, or 23% in constant currency, with comparable sales increasing by 20%.
SG&A Expense Analysis: SG&A expenses were approximately $910 million, or 38% of net revenue compared to 38.2% of net revenue for the same period last year.
LULU FAQs
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LULU Earning Call Sentiment
Lululemon Athletica Inc. (LULU) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
LULU.O
0.72%Positive
The earnings call summary indicates strong financial performance with a 20% revenue increase and a 12% rise in EPS. Despite a slight decline in gross margin, operational efficiencies have improved. The share buyback program and optimistic future revenue projections further boost sentiment. However, cautiousness is warranted due to management's lack of specific future revenue targets and potential risks highlighted in SEC filings. Overall, the positive financial results and strategic initiatives suggest a positive stock price movement over the next two weeks.