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LULUlululemon athletica inc.
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Form 8-KMonday, January 12, 2026High Impact
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lululemon athletica inc. Furnishes Updated FY25 Revenue and Earnings Expectations

earningsguidance

Summary

On January 12, 2026, lululemon athletica inc. issued a press release (via Ex. 99.1) updating its financial expectations for the fourth fiscal quarter of 2025, ending February 1, 2026. The Company now anticipates net revenue and diluted earnings per share to be toward the high end of its previously guided ranges. This update comes ahead of management's meetings with analysts and investors at the ICR Conference. * FY25 Net Revenue: Toward high end of $3.500 billion to $3.585 billion. * FY25 Diluted EPS: Toward high end of $4.66 to $4.76. * No change to previous guidance for gross margin, SG&A, or effective tax rate.

Why It Matters

Investors should note the updated guidance (via Ex. 99.1) indicating that lululemon expects to achieve the higher end of its Q4 FY25 net revenue and EPS ranges, signaling stronger-than-anticipated performance over the holiday period.

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Key Quote

(the "Company") issued a press release updating revenue and earnings expectations for the fourth fiscal quarter of 2025 ending February 1, 2026, and including certain other information.

— From Item 7.01

Filing Details

Reported Items

Item 7.01Regulation FD Disclosure
Item 9.01Financial Statements and Exhibits

Additional Information

CIK Number
0001397187
Filing Date
Monday, January 12, 2026
Filing Time
12:00 AM UTC
Form Type
8-K
Materiality Level
high
Sentiment
neutral