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lululemon athletica inc. (LULU) Q4 2026 Earnings Call Transcript

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⚡ Quantum Brief
Lululemon reported Q4 2025 earnings on March 17, 2026, with interim co-CEOs Meghan Frank (CFO) and Andre Maestrini leading the call amid an ongoing leadership transition. Revenue growth slowed to single digits year-over-year, reflecting softer demand in North America and China, though digital sales remained resilient. Management highlighted supply chain optimizations and cost controls as key priorities, citing inflationary pressures and shifting consumer spending habits. Analysts questioned inventory levels and 2026 guidance, with executives emphasizing cautious optimism amid macroeconomic uncertainty. Forward-looking statements carried SEC-mandated disclaimers, noting risks from market volatility, operational disruptions, and competitive pressures in the athleisure sector.
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SA Transcripts159.01K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call lululemon athletica inc. (LULU) Q4 2026 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

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