Lululemon Athletica Inc. (LULU) Q4 2025 Earnings Call Transcript

SA Transcripts159.07K FollowersFollow5ShareSaveCommentsQ4: 2026-03-17 Earnings SummaryPlay CallPlay CallPR10-KEPS of $5.01 beats by $0.23 | Revenue of $3.64B (0.81% Y/Y) beats by $63.90M lululemon athletica inc. (LULU) Q4 2025 Earnings Call March 17, 2026 4:30 PM EDT Company Participants Howard Tubin - Vice President of Investor RelationsMeghan Frank - Interim Co-CEO & CFOAndre Maestrini - Interim Co-CEO, President & Chief Commercial Officer Conference Call Participants Brooke Roach - Goldman Sachs Group, Inc., Research DivisionLorraine Maikis - BofA Securities, Research DivisionAdrienne Yih-Tennant - Barclays Bank PLC, Research DivisionLaurent Vasilescu - BNP Paribas, Research DivisionMatthew Boss - JPMorgan Chase & Co, Research DivisionPaul Lejuez - Citigroup Inc., Research DivisionMichael Binetti - Evercore ISI Institutional Equities, Research DivisionDana Telsey - Telsey Advisory Group LLCIrwin Boruchow - Wells Fargo Securities, LLC, Research Division Presentation Operator Thank you for standing by. This is the conference operator. Welcome to the lululemon athletica inc. Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] And the conference is being recorded. [Operator Instructions] I would now like to turn the conference over to Howard Tubin, Vice President, Investor Relations for lululemon athletica. Please go ahead. Howard TubinVice President of Investor Relations Thank you, and good afternoon. Welcome to lululemon's Fourth Quarter Earnings Conference Call. Joining me today are Meghan Frank, interim Co-CEO and CFO; and Andre Maestrini, interim Co-CEO, President and Chief Commercial Officer. Before we get started, I'd like to take this opportunity to remind you that our remarks today will include forward-looking statements reflecting management's current forecast of certain aspects of lululemon's future. These statements are based on current information, which we have assessed, but by which its nature is dynamic and subject to rapid and even abrupt changes. Actual results may differ materially from those contained in or implied by these forward-looking statements due to risks and uncertainties associated with our business, including those we have disclosed in our most recent filings with the SEC, including our annual report on Form 10-K and our