lululemon athletica (NASDAQ:LULU) Updates Q4 2025 Earnings Guidance

lululemon athletica (NASDAQ:LULU) issued an update on its fourth quarter 2025 earnings guidance on Friday morning. The company provided EPS guidance of 4.760-4.760 for the period, compared to the consensus EPS estimate of 4.770. The company issued revenue guidance of $3.6 billion-$3.6 billion, compared to the consensus revenue estimate of $3.6 billion.

Analyst Ratings Changes

Several brokerages have recently weighed in on LULU. Deutsche Bank Aktiengesellschaft assumed coverage on lululemon athletica in a research note on Thursday, January 8th. They set a “hold” rating for the company. Evercore ISI raised their price objective on lululemon athletica from $180.00 to $215.00 in a research note on Friday, December 12th. Robert W. Baird lifted their price objective on lululemon athletica from $195.00 to $210.00 and gave the stock a “neutral” rating in a report on Friday, December 12th. Guggenheim initiated coverage on lululemon athletica in a research note on Wednesday, December 10th. They set a “neutral” rating for the company. Finally, BNP Paribas Exane decreased their price target on shares of lululemon athletica from $230.00 to $206.00 and set a “neutral” rating for the company in a research report on Friday, January 23rd. Two investment analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, thirty have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $227.57.

lululemon athletica Stock Up 1.1%

Shares of NASDAQ:LULU opened at $174.50 on Friday. The company has a market cap of $20.47 billion, a PE ratio of 12.09, a P/E/G ratio of 10.65 and a beta of 1.01. lululemon athletica has a fifty-two week low of $159.25 and a fifty-two week high of $422.87. The firm has a 50-day simple moving average of $197.42 and a 200 day simple moving average of $189.14.

lululemon athletica (NASDAQ:LULU) last issued its earnings results on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.22 by $0.37. The company had revenue of $2.57 billion during the quarter, compared to the consensus estimate of $2.48 billion. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.lululemon athletica’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.53 earnings per share. lululemon athletica has set its FY 2025 guidance at 12.920-13.020 EPS and its Q4 2025 guidance at 4.660-4.760 EPS. As a group, research analysts forecast that lululemon athletica will post 14.36 EPS for the current fiscal year.

Insider Activity

In other news, insider Celeste Burgoyne sold 13,511 shares of the company’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the completion of the transaction, the insider owned 5,318 shares in the company, valued at approximately $1,084,872. This represents a 71.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.54% of the company’s stock.

More lululemon athletica News

Here are the key news stories impacting lululemon athletica this week:

• Positive Sentiment: Columbia Business School’s Elsa Fu highlights China expansion as the core long‑term investment thesis for Lululemon, arguing growth in that market could materially extend revenue runway and justify valuation support. Lululemon investment thesis based on expansion opportunity in China, says Columbia’s Elsa Fu
• Positive Sentiment: Stocks ticked up intraday (Zacks notes a ~1.1% gain), suggesting short‑term buying despite broader market weakness — a technical bounce that may reflect oversold conditions more than an immediate fundamental recovery. Lululemon (LULU) Increases Despite Market Slip: Here’s What You Need to Know
• Neutral Sentiment: Opinion pieces question whether the recent ~20% drop is a buying opportunity or a “falling knife,” highlighting heightened investor debate over growth expectations and margin pressure — useful context but not new company-specific catalyst. LULU Stock: A 20% Discount Or A Falling Knife?
• Negative Sentiment: Reports of defective/see-through leggings and related PR missteps (including language blaming customers) are damaging brand reputation and customer trust, increasing the risk of returns, markdowns or amplified social/media backlash. Lululemon (LULU) Stock: Defective Leggings and CEO Exit Send Shares Lower
• Negative Sentiment: Yahoo Finance reports a proxy fight emerging as activists point to product quality issues and stretched valuation; governance conflict could be a sustained drag on management focus and share price volatility. Lululemon Faces Proxy Fight As Quality Concerns Weigh On Valuation
• Negative Sentiment: Jefferies cut its price target to $185 from $200 on the outgoing CEO’s final day, signaling analyst concern about near‑term execution and leadership transition risk; the firm notes shares have fallen sharply over the past year. Lululemon price target slashed on outgoing CEO’s final day
• Negative Sentiment: Company-provided Q4 FY2025 guidance shows EPS at ~4.760 vs consensus ~4.770 and flat revenue guidance — a small miss that signals limited upside in the near term and may reinforce concerns about margin pressure. lululemon updated Q4 2025 guidance
• Negative Sentiment: Coverage notes Lululemon’s foray into non-core items (e.g., Labubu plush toys) is viewed by some analysts as a distraction from core apparel strategy and a sign of uncertain product focus. Lululemon is looking to catch the Labubu wave. It’s two years late.
• Negative Sentiment: Additional coverage highlights the public “see-through tights” incident and follow-up communications that blamed customers, worsening PR and raising the chance of short‑term sales impact or higher promotional activity. Lululemon blames customers again after see-through tights fiasco

Institutional Investors Weigh In On lululemon athletica

A number of hedge funds have recently made changes to their positions in LULU. Triumph Capital Management bought a new position in lululemon athletica in the 3rd quarter worth approximately $64,000. MUFG Securities EMEA plc acquired a new position in shares of lululemon athletica during the second quarter valued at $78,000. Voleon Capital Management LP acquired a new position in shares of lululemon athletica during the second quarter valued at $201,000. Rakuten Securities Inc. raised its stake in shares of lululemon athletica by 60.4% during the second quarter. Rakuten Securities Inc. now owns 935 shares of the apparel retailer’s stock valued at $222,000 after purchasing an additional 352 shares in the last quarter. Finally, Glenview Trust co lifted its holdings in lululemon athletica by 39.9% in the second quarter. Glenview Trust co now owns 996 shares of the apparel retailer’s stock worth $237,000 after purchasing an additional 284 shares during the period. Institutional investors own 85.20% of the company’s stock.

lululemon athletica Company Profile

lululemon athletica inc. is a design-focused athletic apparel company known for performance-oriented apparel, footwear and accessories. The company’s product portfolio centers on technical apparel for yoga, running, training and everyday active lifestyle use and includes tops, bottoms, outerwear, underwear, bags and a growing footwear assortment. lululemon emphasizes fabric science and product innovation, marketing garments that blend performance features with lifestyle styling.

Products are developed in-house and produced through a network of third-party manufacturers.