LULU lululemon athletica (LULU) Q4 FY26 earnings call
Lululemon is focused on reaccelerating full-price sales in North America through increased product newness, reduced markdowns, and inventory rebalancing, while maintaining strong international momentum. The company is implementing an action plan across product creation, activation, and enterprise enablement, with early positive guest response to new product drops and activations. Management acknowledges that North America's improvement will be sequential, progressing through FY26 and into FY27.
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LULU operating KPIs by quarter
| KPI | This call Feb 2026 Q4 FY26 | May 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|---|
| Stores | 811We ended the quarter with a total of 811 stores globally.Source: earnings call transcript | 816In our store channel, total sales increased 3%, and we ended the quarter with 816 stores globally.Source: earnings call transcript | 825In our store channel, Total sales decreased 6%, and we ended the quarter with 825 stores globally.Source: earnings call transcript | +1.1% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.