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
Stock repurchase program increase
“$1.0 billion”
Period
No period stated
Measure
Declared action
Source
Prose
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
EARNINGS RELEASE & STOCK REPURCHASE PROGRAM
Document Exhibit 99.1 LULULEMON ATHLETICA INC. ANNOUNCES THIRD QUARTER FISCAL 2025 RESULTS BOARD OF DIRECTORS AUTHORIZES $1.0 BILLION INCREASE IN ITS STOCK REPURCHASE PROGRAM Revenue increased 7% to $2.6 billion Comparable sales increased 1%, or 2% on a constant dollar basis Diluted EPS of $2.59 Vancouver, British Columbia – December 11, 2025 – lululemon athletica inc. (NASDAQ:LULU) today announced financial results for the third quarter of fiscal 2025, which ended on November 2, 2025. Calvin McDonald, Chief Executive Officer, stated: "In the third quarter, our teams remained focused on driving improvements within our U.S. business and maintaining momentum in our international regions. We are beginning to make progress against our action plan and continue to expect to see the impact of this work in 2026. As we enter the holiday season, we are encouraged by our early performance, and I would like to thank all our lululemon team members for their hard work and dedication to our guests and communities." For the third quarter of 2025, compared to the third quarter of 2024: • Net revenue increased 7% to $2.6 billion. – Americas net revenue decreased 2%. – International net revenue increased 33%. • Comparable sales increased 1%, or 2% on a constant dollar basis. – Americas comparable sales decreased 5%. – Internationa
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.