Equity Profile

LULU

lululemon athletica inc.

Consumer DiscretionaryApparel, Accessories & Luxury Goods$13.6B

Jun4Thu

Pre-Earnings Brief

UpcomingQ1-2026After Close5:00 PM EDT

Company Snapshot

lululemon athletica inc. is a leading retailer in the consumer discretionary sector, specializing in high-quality athletic apparel and accessories....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well lululemon is managing costs and generating profit.

$1.69

Revenue

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its ongoing success.

$2.4B

Wall Street expectations, options signals, track record, and call prep available with Pro.

LULU Q1-2026 Earnings Preview

Context

Company Snapshot

lululemon athletica inc. is a leading retailer in the consumer discretionary sector, specializing in high-quality athletic apparel and accessories. The company has gained popularity for its focus on health and wellness, making it a significant player in the growing active lifestyle market.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+5.36%

Avg Stock Reaction

+0.52%

Last Quarter Recap

In the last quarter, lululemon reported an EPS of $5.01, exceeding expectations by nearly 5%. However, the stock experienced a slight decline the following day, indicating mixed market reactions.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about lululemon's upcoming earnings, with expectations for solid EPS and revenue growth. However, the market is also cautious given the recent volatility in stock performance.

Bull Case

If lululemon can exceed the EPS estimate and show strong revenue growth, it could reinforce its market position and boost investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant sell-off, especially given the recent stock performance.

Key Metrics to Watch

EPS

$1.69

Earnings per share is a key indicator of profitability and will show how well lululemon is managing costs and generating profit.

Revenue

$2.4B

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its ongoing success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will lululemon's EPS exceed the consensus estimate of $1.69?

A strong EPS could signal effective cost management and robust sales, potentially boosting investor confidence.

What revenue figure will lululemon report, and how does it compare to the expected $2.4B?

Revenue performance is critical for assessing customer demand and growth potential, which can significantly impact stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate lululemon's brand strength and customer loyalty, which could lead to better-than-expected sales figures.

Supporting Evidence

Lululemon has consistently beaten EPS estimates in the past, with an 88% beat rate.

The options market is pricing in a significant move, indicating that investors expect volatility that may not be reflected in consensus estimates.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on lululemon's ability to meet or exceed earnings expectations amid a competitive retail landscape.

Bull Confirmed If

An EPS of $1.75 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $1.60 would raise concerns about profitability and market competitiveness.

Pre-Earnings Positioning

Options Market

Implied Move

±10.33%

Historical Avg

±1.0%

Pricing rich

The options market is pricing in a notable move, suggesting that investors are anticipating significant volatility around the earnings announcement.

Options are pricing ±10.3% while LULU has averaged ±1.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.1%

30d HV

52.6%

Calls (796K)P/C Ratio: 0.57Puts (1.1M)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If lululemon beats expectations, history suggests the stock could rise by around 0.05%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline of approximately 3.81%, reflecting investor disappointment and concerns about future growth.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or collaborations that could drive sales.
2Insights into customer trends and preferences that may impact future growth.
3Management's commentary on supply chain challenges and how they are being addressed.
4Guidance on future revenue expectations and market conditions.
5Any commentary on international expansion plans and their potential impact.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

lululemon athletica inc. is a leading retailer in the consumer discretionary sector, specializing in high-quality athletic apparel and accessories....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well lululemon is managing costs and generating profit.

$1.69

Revenue

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its ongoing success.

$2.4B

Wall Street expectations, options signals, track record, and call prep available with Pro.

LULU Q1-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+5.36%

Avg Stock Reaction

+0.52%

Last Quarter Recap

In the last quarter, lululemon reported an EPS of $5.01, exceeding expectations by nearly 5%. However, the stock experienced a slight decline the following day, indicating mixed market reactions.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If lululemon can exceed the EPS estimate and show strong revenue growth, it could reinforce its market position and boost investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant sell-off, especially given the recent stock performance.

Key Metrics to Watch

EPS

$1.69

Earnings per share is a key indicator of profitability and will show how well lululemon is managing costs and generating profit.

Revenue

$2.4B

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its ongoing success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will lululemon's EPS exceed the consensus estimate of $1.69?

A strong EPS could signal effective cost management and robust sales, potentially boosting investor confidence.

What revenue figure will lululemon report, and how does it compare to the expected $2.4B?

Revenue performance is critical for assessing customer demand and growth potential, which can significantly impact stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate lululemon's brand strength and customer loyalty, which could lead to better-than-expected sales figures.

Supporting Evidence

Lululemon has consistently beaten EPS estimates in the past, with an 88% beat rate.

The options market is pricing in a significant move, indicating that investors expect volatility that may not be reflected in consensus estimates.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on lululemon's ability to meet or exceed earnings expectations amid a competitive retail landscape.

Bull Confirmed If

An EPS of $1.75 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $1.60 would raise concerns about profitability and market competitiveness.

Pre-Earnings Positioning

Options Market

Implied Move

±10.33%

Historical Avg

±1.0%

Pricing rich

The options market is pricing in a notable move, suggesting that investors are anticipating significant volatility around the earnings announcement.

Options are pricing ±10.3% while LULU has averaged ±1.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.1%

30d HV

52.6%

Calls (796K)P/C Ratio: 0.57Puts (1.1M)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If lululemon beats expectations, history suggests the stock could rise by around 0.05%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline of approximately 3.81%, reflecting investor disappointment and concerns about future growth.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or collaborations that could drive sales.
2Insights into customer trends and preferences that may impact future growth.
3Management's commentary on supply chain challenges and how they are being addressed.
4Guidance on future revenue expectations and market conditions.
5Any commentary on international expansion plans and their potential impact.