Equity Profile

LULU

lululemon athletica inc.

Consumer DiscretionaryApparel, Accessories & Luxury Goods$13.0B

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 athletic apparel and accessories....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health this quarter.

$1.69

Revenue

Total revenue gives insight into the company's sales performance and market demand for its products.

$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 athletic apparel and accessories. Known for its high-quality products and strong brand loyalty, lululemon has been a significant player in the growing athleisure market, which continues to thrive as consumers prioritize comfort and wellness.

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 Q4-2025, 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 despite the earnings beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about lululemon's upcoming earnings, expecting solid EPS and revenue figures. The consensus reflects confidence in the company's ability to maintain its growth trajectory.

Bull Case

If lululemon exceeds EPS and revenue estimates, it could signal strong consumer demand and effective marketing strategies, potentially boosting investor confidence.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about market saturation and competition, leading to a negative reaction from investors.

Key Metrics to Watch

EPS

$1.69

Earnings per share is a key indicator of the company's profitability and financial health this quarter.

Revenue

$2.4B

Total revenue gives insight into the company's sales performance and market demand for its products.

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 beat on EPS could indicate strong operational performance and consumer demand, which is crucial for investor confidence.

What are the revenue figures relative to the expected $2.4B?

Revenue performance will provide insights into market trends and the effectiveness of lululemon's sales strategies.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating lululemon's brand strength and consumer loyalty, which could lead to better-than-expected results.

Supporting Evidence

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

The options market is pricing a significant move, suggesting traders expect volatility that could favor a positive outcome.

Key Risk

If the EPS comes in below $1.60, it could undermine the positive sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating lululemon's ability to sustain growth amid increasing competition and changing consumer preferences.

Bull Confirmed If

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

Bear Confirmed If

An EPS below $1.60 would raise concerns about market challenges and consumer spending.

Pre-Earnings Positioning

Options Market

Implied Move

±10.33%

Historical Avg

±1.0%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect 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 about 0.05%, confirming the bullish outlook.

In-Line / Cautious

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

Miss

Should the company miss estimates, history suggests a potential decline of around 3.81%, reflecting investor disappointment.

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 commentary on sales growth in key markets.
2Updates on inventory levels and supply chain management.
3Insights into consumer trends and preferences.
4Details on marketing strategies and new product launches.
5Management's outlook for the upcoming quarters.

See the full picture

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

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Jun1

CRDOAMC

Credo Technology Group Holding Ltd

Insider activityCongress activity

PreviewView

Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health this quarter.

$1.69

Revenue

Total revenue gives insight into the company's sales performance and market demand for its products.

$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

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If lululemon exceeds EPS and revenue estimates, it could signal strong consumer demand and effective marketing strategies, potentially boosting investor confidence.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about market saturation and competition, leading to a negative reaction from investors.

Key Metrics to Watch

EPS

$1.69

Earnings per share is a key indicator of the company's profitability and financial health this quarter.

Revenue

$2.4B

Total revenue gives insight into the company's sales performance and market demand for its products.

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 beat on EPS could indicate strong operational performance and consumer demand, which is crucial for investor confidence.

What are the revenue figures relative to the expected $2.4B?

Revenue performance will provide insights into market trends and the effectiveness of lululemon's sales strategies.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating lululemon's brand strength and consumer loyalty, which could lead to better-than-expected results.

Supporting Evidence

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

The options market is pricing a significant move, suggesting traders expect volatility that could favor a positive outcome.

Key Risk

If the EPS comes in below $1.60, it could undermine the positive sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating lululemon's ability to sustain growth amid increasing competition and changing consumer preferences.

Bull Confirmed If

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

Bear Confirmed If

An EPS below $1.60 would raise concerns about market challenges and consumer spending.

Pre-Earnings Positioning

Options Market

Implied Move

±10.33%

Historical Avg

±1.0%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect 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 about 0.05%, confirming the bullish outlook.

In-Line / Cautious

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

Miss

Should the company miss estimates, history suggests a potential decline of around 3.81%, reflecting investor disappointment.

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 commentary on sales growth in key markets.
2Updates on inventory levels and supply chain management.
3Insights into consumer trends and preferences.
4Details on marketing strategies and new product launches.
5Management's outlook for the upcoming quarters.