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🔹 Revenue: $2.57B (Est. $2.48B) 🟢; UP +7% YoY
🔹 EPS: $2.59 (Est. $2.22) 🟢
🔹 Americas comp sales ex-FX: -5% (Est. -3.62%) 🔴
🔹 Gross margin: 55.6% (Est. 54.4%) 🟢
🔸 CEO Calvin McDonald to step down; board announced CEO succession plan.
Q4’25 Guidance:
🔹 Revenue: $3.50B — $3.585B (Est. $3.59B) 🔴
🔹 EPS: $4.66 — $4.76 (Est. $4.97) 🔴
FY25 Outlook:
🔹 Net revenue: $10.96B — $11.05B (prior $10.85B — $11.00B)
🔹 EPS: $12.92 — $13.02 (prior $12.77 — $12.97)
Segment Performance (Q3):
🔹 Americas Net Revenue: DOWN -2% YoY; comparable sales -5%
🔹 International Net Revenue: UP +33% YoY; comparable sales +18%
🔹 Store Count: 796 stores, +12 net new in the quarter
Other Metrics:
🔹 Gross Margin: 55.6%; DOWN -290 bps YoY
🔹 Operating Income: $435.9M; DOWN -11% YoY
🔹 Operating Margin: 17.0%; DOWN -350 bps YoY
🔹 Effective Tax Rate: 30.5% (vs 30.2% prior)
🔹 Cash and Equivalents: $1.0B
🔹 Inventories: $2.0B; UP +11% YoY (units +4%)
Capital Return:
🔹 Buybacks: 1.0M shares for $189M in Q3; ~$1.6B remaining authorization
#lulu
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