Lululemon Athletica Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-3.3%projected annual EPS growth
Analyst Coverage
26analysts covering
FY EPS (est.)
$11.04next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 Fiscal 2026 Earnings Release | 11 Dec 2026 |
Monitoring Framework
Key Performance Indicators
Americas Net Revenue Growth Quarterly-300.0%Target: Low-single-digit stabilization
International Net Revenue Growth Quarterly2,200.0%Target: Double-digit expansion
Gross Margin Quarterly5,420.0%Target: 55.0% - 58.0%
Operating Margin Quarterly1,120.0%Target: 20.0% - 23.0%
Watch Items
- CEO Transition and Leadership SearchTrigger: Appointment of permanent CEO with proven apparel brand expertiseAction: Evaluate strategic alignment, product innovation roadmap, and potential rebasing of long-term financial targets.
- Tariff Pressures and Supply Chain Lead TimesTrigger: Gross margin contraction exceeding 500 basis points due to product marginsAction: Assess progress on shortening product development timelines from 18 months to 12-14 months and shifting sourcing locations.
- Competitive Pressure from Emerging Brands (Alo Yoga, Vuori)Trigger: Americas comparable store sales decline accelerating beyond mid-single digitsAction: Monitor promotional markdowns, inventory unit levels, and effectiveness of the updated media and marketing strategy.
Research as of 2 Sep 2026