LULU · News · 20260808N
Revenue Performance and Mix
lululemon athletica inc. · 2026-08-08 · Importance 61 · Surprise 32 · No source text
Lululemon reported quarterly revenue of $2.47 billion, up 4.3% year over year. Quarterly EPS was $1.69, exceeding expectations alongside the revenue beat. The results included fiscal 2026 guidance, although analysts expected revenue to decline in the second quarter and full year.
Key facts
- Lululemon exceeded quarterly expectations with $1.69 EPS and $2.47 billion in revenue, showing 4.3% year-over-year growth. source
- Bright Rock Capital Management LLC significantly increased its stake in lululemon athletica (NASDAQ: LULU) during the second quarter, doubling its shares to 80,000, valued at $9.1 million. source
- Rockland Trust Co. increased its stake in lululemon athletica inc. by 13.2% in the second quarter, now holding 117,733 shares worth approximately $13.4 million. source
- Analysts maintain a "Hold" consensus, and the company's valuation reflects ongoing skepticism due to a reduced earnings outlook and expected revenue decline for the second quarter and full year. source
- LULU is Bright Rock's 18th biggest position, accounting for 1.8% of its holdings. source
- Lululemon's shares rose 8.2% this week. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +4.3% | Lululemon exceeded quarterly expectations with $1.69 EPS and $2.47 billion in revenue, showing 4.3% year-over-year growth. |