For the quarter ended October 2025, Lululemon (LULU) reported revenue of $2.57 billion, up 7.1% over the same period last year. EPS came in at $2.59, compared to $2.87 in the year-ago quarter.
The reported revenue represents a surprise of +3.4% over the Zacks Consensus Estimate of $2.48 billion. With the consensus EPS estimate being $2.22, the EPS surprise was +16.67%.
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: 796 compared to the 798 average estimate based on seven analysts.
- Total Gross Square Footage: 3,630.00 Ksq ft compared to the 3,597.12 Ksq ft average estimate based on six analysts.
- Total Comparable Sales (Change in constant dollars): 2% versus 0% estimated by six analysts on average.
- Total Comparable Sales: 1% versus the five-analyst average estimate of -0.6%.
- Geographic Revenues- China Mainland: $465.36 million compared to the $395.35 million average estimate based on eight analysts. The reported number represents a change of +46.2% year over year.
- Geographic Revenues- Rest of World: $367.18 million compared to the $359.25 million average estimate based on eight analysts. The reported number represents a change of +19.2% year over year.
- Geographic Revenues- Americas: $1.73 billion compared to the $1.74 billion average estimate based on eight analysts. The reported number represents a change of -2.1% year over year.
- Geographic Revenues- United States: $1.38 billion compared to the $1.4 billion average estimate based on four analysts. The reported number represents a change of -3% year over year.
- Net Revenue by Channel- E-commerce: $1.07 billion versus $981.41 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +12.9% change.
- Net Revenue by Channel- Company-operated stores: $1.21 billion versus the five-analyst average estimate of $1.26 billion. The reported number represents a year-over-year change of -0.3%.
- Net Revenue by Channel- Other channels: $292.61 million versus $260.68 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +21.2% change.
- Net Revenue by Category- Accessories and other categories: $324.73 million versus the two-analyst average estimate of $321.46 million. The reported number represents a year-over-year change of +12.2%.
View all Key Company Metrics for Lululemon here>>>
Shares of Lululemon have returned +9.8% over the past month versus the Zacks S&P 500 composite's +0.9% 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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