HighGravityDataLululemon Athletica — Dec 3, 2025 release
Fiscal 2026 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001397187-25-000054
Showing in the filing
China Mainland expected net revenue change in constant dollars excluding the 53rd week (non-GAAP)
“22% to 25%”
Period
FY2025
Measure
Company-defined measure
Source
Guidance table
All guidance in this release · 23
Stock repurchase program increase
“$1.0 billion”
Net revenue for Q4 FY2025
“$3.500 billion to $3.585 billion”
Net revenue growth excluding the 53rd week o… for Q4 FY2025
“growth of 2% to 4%”
Expected net revenue change excluding the 53… for Q4 FY2025
“2% to 4%”
Diluted earnings per share for Q4 FY2025
“$4.66 to $4.76”
Tax rate for Q4 FY2025
“approximately 30%”
Net revenue for FY2025
“$10.962 billion to $11.047 billion”
Expected net revenue change excluding the 53… for FY2025
“5% to 6%”
Net revenue growth excluding the 53rd week o… for FY2025
“5% to 6%”
Diluted earnings per share for FY2025
“$12.92 to $13.02”
Estimated reduction in income from operations for FY2025
“approximately $210 million”
Expected net revenue change for Q4 FY2025
“(3)% to (1)%”
Expected net revenue change for FY2025
“4%”
United States expected net revenue change for FY2025
“(2)% to (3)%”
United States expected net revenue change in… for FY2025
“(1%) to (2%)”
Canada expected net revenue change for FY2025
“(2)%”
Americas expected net revenue change for FY2025
“(1)% to (2)%”
Americas expected net revenue change in cons… for FY2025
“0% to (1)%”
China Mainland expected net revenue change for FY2025
“20% to 23%”
China Mainland expected net revenue change i… for FY2025
“22% to 25%”
Rest of World expected net revenue change for FY2025
“17% to 19%”
Rest of World expected net revenue change in… for FY2025
“17% to 19%”
Rest of World foreign exchange for FY2025
“(2)%”
Exhibit 99.1 · the passage around this item
… earlier in the release
Fourth Quarter 2025 Fiscal 2025 Expected net revenue change (3)% to (1)% 4% Impact of 53rd week 5% 1% to 2% Expected net revenue change excluding the 53rd week (non-GAAP) 2% to 4% 5% to 6% Fiscal 2025 Expected net revenue change Impact of 53rd week Foreign exchange Expected net revenue change in constant dollars excluding the 53rd week (non-GAAP) United States (2)% to (3)% 1 % — % (1%) to (2%) Canada (2) % 2 % — % — % Americas (1)% to (2)% 1 % — % 0% to (1)% China Mainland 20% to 23% 2 % — % 22% to 25% Rest of World 17% to 19% 2 % (2) % 17% to 19% 9 lululemon athletica inc. Company-operated Store Count and Square Footage (1) Square footage expressed in thousands Number of Stores Open at the Beginning of the Quarter Number of Stores Opened During the Quarter Number of Stores Closed During the Quarter Number of Stores Open at the End of the Quarter 4 th Quarter 2024 749 21 3 767 1 st Quarter 2025 767 5 2 770 2 nd Quarter 2025 770 15 1 784 3 rd Quarter 2025 784 14 2 796 Total Gross Square Feet at the Beginning of the Quarter Gross Square Feet Added During the Quarter (2) Gross Square Feet Lost During the Quarter (2) Total Gross Square Feet at the End of the Quarter 4 th Quarter 2024 3,231 153 12 3,372 1 st Quarter 2025 3,372 50 7 3,415 2 nd Quarter 2025 3,415 99 3 3,511 3 rd Quarter 2025 3,511 128 9 3,630 __________ (1) Company-operated store count and square footage summary excludes retail locations operated by third parties under license and supply arrangements. (2) Gross square feet added/lost during the quarter includes net square foot additions for company-operated stores which have been renovated or relocated in the quarter. 10
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.