Lululemon (LULU) reported $3.61 billion in revenue for the quarter ended January 2025, representing a year-over-year increase of 12.7%. EPS of $6.14 for the same period compares to $5.29 a year ago.
The reported revenue represents a surprise of +0.90% over the Zacks Consensus Estimate of $3.58 billion. With the consensus EPS estimate being $5.85, the EPS surprise was +4.96%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Lululemon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total stores: 767 compared to the 764 average estimate based on eight analysts.
- Total Gross Square Footage: 3,372 Ksq ft versus 3,296.19 Ksq ft estimated by seven analysts on average.
- Total Comparable Sales (Change in constant dollars): 4% versus 4.8% estimated by seven analysts on average.
- Total Comparable Sales: 3% compared to the 5.2% average estimate based on five analysts.
- Geographic Revenues- Americas: $2.79 billion versus $2.73 billion estimated by five analysts on average.
- Geographic Revenues- China Mainland: $425.02 million compared to the $409.93 million average estimate based on five analysts.
- Geographic Revenues- Rest of World: $392.40 million compared to the $397.02 million average estimate based on four analysts.
- Geographic Revenues- United States: $2.30 billion versus the three-analyst average estimate of $2.22 billion. The reported number represents a year-over-year change of +5.2%.
- Net Revenue by Channel- E-commerce: $1.81 billion versus $1.80 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +8.1% change.
- Net Revenue by Channel- Company-operated stores: $1.51 billion versus $1.47 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +17.9% change.
- Net Revenue by Channel- Other: $291.04 million compared to the $298.90 million average estimate based on eight analysts. The reported number represents a change of +17% year over year.
- Net Revenue by Category- Other categories: $472.19 million compared to the $478.83 million average estimate based on two analysts. The reported number represents a change of +13% year over year.
View all Key Company Metrics for Lululemon here>>>
Shares of Lululemon have returned -7.7% over the past month versus the Zacks S&P 500 composite's -4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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lululemon athletica inc. (LULU): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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