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Guidance history, every release

Lululemon Athletica (LULU) · 8 releases, Dec 3, 2024 to Sep 3, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Dec 3, 2024 FY25 Q3	Mar 27, 2025 FY25 Q4	Jun 5, 2025 FY26 Q1	Sep 4, 2025 FY26 Q2	Dec 3, 2025 FY26 Q3	Mar 17, 2026 FY26 Q4	Jun 4, 2026 FY27 Q1	Sep 3, 2026 FY27 Q2
For FY2026
Net revenue	—	—	—	—	—	—	—	New“$2.290 billion to $2.320 billion, representing a decline of 10% to 11%”
Net revenue	—	—	—	—	—	New“$11.350 billion to $11.500 billion, representing growth of 2% to 4%”	Lowered“$11.000 billion to $11.150 billion, representing a decline of 1% to 0%”	Lowered“$10.350 billion to $10.500 billion, representing a decline of 5% to 7%”
Net revenue	—	—	—	—	—	—	New“$2.450 billion to $2.475 billion, representing a decline of 3% to 2%”	—
Net revenue	—	—	—	—	—	New“$2.400 billion to $2.430 billion, representing growth of 1% to 3%”	—	—
Power of Three ×2 growth plan net revenue target	—	New“a doubling of the business from 2021 net revenue of $6.25 billion to $12.5 billion”	—	—	—	—	—	—
Power of Three ×2 net revenue target	New“$12.5 billion”	—	—	—	—	—	—	—
Diluted earnings per share	—	—	—	—	—	—	—	New“$0.93 to $0.98”
Diluted earnings per share	—	—	—	—	—	New“$12.10 to $12.30”	Lowered“$10.95 to $11.15”	Lowered“$9.48 to $9.73”
Diluted earnings per share	—	—	—	—	—	—	New“$1.76 to $1.81”	—
Diluted earnings per share	—	—	—	—	—	New“$1.63 to $1.68”	—	—
Tax rate	—	—	—	—	—	—	—	New“approximately 30%”
Tax rate	—	—	—	—	—	—	New“approximately 30%”	—
Tax rate	—	—	—	—	—	New“approximately 31.5%”	—	—
Tax rate	—	—	—	—	—	New“approximately 30%”	—	—
For FY2025
Americas expected net revenue change	—	—	—	—	New“(1)% to (2)%”	—	—	—
Americas expected net revenue change in constant dollars excluding the 53rd week (non-GAAP)	—	—	—	—	New“0% to (1)%”	—	—	—
Canada expected net revenue change	—	—	—	—	New“(2)%”	—	—	—
China Mainland expected net revenue change	—	—	—	—	New“20% to 23%”	—	—	—
China Mainland expected net revenue change in constant dollars excluding the 53rd week (non-GAAP)	—	—	—	—	New“22% to 25%”	—	—	—
Expected net revenue change	—	—	—	—	New“(3)% to (1)%”	—	—	—
Expected net revenue change	—	—	—	—	New“4%”	—	—	—
Expected net revenue change excluding the 53rd week (non-GAAP)	—	—	—	—	New“2% to 4%”	—	—	—
Expected net revenue change excluding the 53rd week (non-GAAP)	—	—	—	—	New“5% to 6%”	—	—	—
Expected net revenue increase	—	New“5% to 7%”	Reiterated“5% to 7%”	Lowered“2% to 4%”	—	—	—	—
Expected net revenue increase excluding the 53rd week (non-GAAP)	—	New“7% to 8%”	Reiterated“7% to 8%”	Lowered“4% to 6%”	—	—	—	—
Net revenue	—	—	—	—	New“$3.500 billion to $3.585 billion”	—	—	—
Net revenue	—	New“$11.150 billion to $11.300 billion”	Reiterated“$11.150 billion to $11.300 billion”	Lowered“$10.850 billion to $11.000 billion, representing growth of 2% to 4%, or 4% to 6% excluding the 53rd week of 2024”	Raised“$10.962 billion to $11.047 billion”	—	—	—
Net revenue	—	—	—	New“$2.470 billion to $2.500 billion, representing growth of 3% to 4%”	—	—	—	—
Net revenue	—	—	New“$2.535 billion to $2.560 billion”	—	—	—	—	—
Net revenue	—	New“$2.335 billion to $2.355 billion”	—	—	—	—	—	—
Net revenue growth excluding the 53rd week of 2024	—	—	—	—	New“growth of 2% to 4%”	—	—	—
Net revenue growth excluding the 53rd week of 2024	—	—	New“7% to 8%”	—	Lowered“5% to 6%”	—	—	—
Rest of World expected net revenue change	—	—	—	—	New“17% to 19%”	—	—	—
Rest of World expected net revenue change in constant dollars excluding the 53rd week (non-GAAP)	—	—	—	—	New“17% to 19%”	—	—	—
United States expected net revenue change	—	—	—	—	New“(2)% to (3)%”	—	—	—
United States expected net revenue change in constant dollars excluding the 53rd week (non-GAAP)	—	—	—	—	New“(1%) to (2%)”	—	—	—
Diluted earnings per share	—	—	—	—	New“$4.66 to $4.76”	—	—	—
Diluted earnings per share	—	New“$14.95 to $15.15”	Lowered“$14.58 to $14.78”	Lowered“$12.77 to $12.97”	Raised“$12.92 to $13.02”	—	—	—
Diluted earnings per share	—	—	—	New“$2.18 to $2.23”	—	—	—	—
Diluted earnings per share	—	—	New“$2.85 to $2.90”	—	—	—	—	—
Diluted earnings per share	—	New“$2.53 to $2.58”	—	—	—	—	—	—
Estimated reduction in gross profit	—	—	—	New“approximately $240 million”	—	—	—	—
Estimated reduction in income from operations	—	—	—	—	New“approximately $210 million”	—	—	—
Rest of World foreign exchange	—	—	—	—	New“(2)%”	—	—	—
Tax rate	—	—	—	—	New“approximately 30%”	—	—	—
Tax rate	—	—	—	New“approximately 30.5%”	—	—	—	—
Tax rate	—	—	—	New“approximately 30%”	—	—	—	—
Tax rate	—	—	New“approximately 30%”	—	—	—	—	—
Tax rate	—	New“approximately 30%”	—	—	—	—	—	—
For FY2024
Expected net revenue increase	New“8% to 10%”	—	—	—	—	—	—	—
Expected net revenue increase	New“9%”	—	—	—	—	—	—	—
Expected net revenue increase excluding the 53rd week (non-GAAP)	New“3% to 4%”	—	—	—	—	—	—	—
Expected net revenue increase excluding the 53rd week (non-GAAP)	New“7%”	—	—	—	—	—	—	—
Net revenue	New“$3.475 billion to $3.510 billion”	—	—	—	—	—	—	—
Net revenue	New“$10.452 billion to $10.487 billion”	—	—	—	—	—	—	—
Net revenue growth excluding the 53rd week of 2024	New“3% to 4%”	—	—	—	—	—	—	—
Net revenue growth excluding the 53rd week of 2024	New“7%”	—	—	—	—	—	—	—
Diluted earnings per share	New“$5.56 to $5.64”	—	—	—	—	—	—	—
Diluted earnings per share	New“$14.08 to $14.16”	—	—	—	—	—	—	—
Tax rate	New“approximately 29.5%”	—	—	—	—	—	—	—
Tax rate	New“approximately 30%”	—	—	—	—	—	—	—
No period stated
Stock repurchase program increase	New“$1.0 billion”	—	—	—	Reiterated“$1.0 billion”	—	—	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.