NASDAQ$LULU

Lululemon Athletica Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Lululemon reported strong Q4 2024 results with double-digit revenue and earnings growth, exceeding expectations and demonstrating continued global momentum.

Lululemon delivered robust fourth-quarter performance in fiscal 2024, with revenue rising 13% year-over-year to $3.61 billion and EPS reaching $6.14. The company achieved gains across geographies, especially internationally, and reported record gross and operating margins.

  • Q4 revenue grew 13% YoY to $3.61 billion.
  • Diluted EPS rose to $6.14 from $5.29 in Q4 2023.
  • International revenue increased 38% YoY.
  • Gross margin expanded to 60.4% and operating margin to 28.9%.

Headline financials

Total Revenue

$3.61B

Previous: $3.21B+12.7%
EPS (adj)

$6.14

Previous: $5.29+16.1%
Gross Margin

60.4%

No prior period
Operating Margin

28.9%

No prior period
Effective Tax Rate

29.2%

No prior period
Stores Opened

21

No prior period
Total Stores

767

No prior period
Net Income

$748M

Previous: $120M+524.7%
Operating Income

$1.04B

Previous: $314M+231.5%
Gross Profit

$2.18B

Previous: $1.53B+42.8%

Revenue & EPS history

Lululemon · Revenue · Quarterly

$3.61B

Q4 2024+12.7%vs Q4 2023
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

Lululemon expects moderate growth in Q1 and FY2025, guiding 6%-7% revenue growth in Q1 and 5%-7% for the year, excluding the 53rd week effect.

Tailwinds

  • Q1 2025 revenue expected between $2.335B and $2.355B.
  • FY2025 revenue expected to grow 5%-7%, reaching up to $11.3B.
  • Q1 diluted EPS forecasted at $2.53 to $2.58.
  • FY2025 diluted EPS expected to be $14.95 to $15.15.
  • Strong momentum in international markets to support growth.

Headwinds

  • Guidance implies slower growth compared to FY2024.
  • Q1 growth lower due to tougher comps and macro uncertainties.
  • 53rd week in FY2024 skews year-over-year comparisons.
  • Operating costs and tax rate of ~30% may weigh on margins.
  • No outlook on share repurchases could affect EPS leverage.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+3.1%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+3.7%

Avg return

30 days after

60%

38 / 63 earnings

Positive

+23.3%

Q3 2010

Best reaction

-20.3%

Q4 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-2.1%+3.2%+5.0%
Q3 2026+0.6%+11.2%+9.0%
Q2 2026-4.9%-20.5%-14.8%
Q1 2025+0.0%+1.9%+0.5%
Q4 2024-14.2%-17.2%-21.6%
Q3 2024+16.7%+16.0%+10.5%
Q2 2024+0.2%-0.3%+8.2%
Q1 2024+5.3%+3.7%-2.8%
Q4 2023-14.0%-17.7%-24.9%
Q3 2023+6.3%+9.3%+6.6%
Q2 2023+7.3%+6.7%+2.4%
Q1 2023+10.1%+7.3%+14.0%
Q4 2022+13.8%+14.8%+19.2%
Q3 2022-12.3%-12.4%-11.6%
Q2 2022+4.7%+9.3%-6.8%
Q1 2022+3.7%+5.6%-9.2%
Q4 2021+13.6%+10.7%+9.2%
Q3 2021-3.9%-7.3%-16.6%
Q2 2021+8.9%+10.0%+2.8%
Q1 2021+2.7%+3.2%+14.9%
Q4 2020-3.0%-4.8%+8.5%
Q3 2020-5.3%-2.1%+0.5%
Q2 2020-10.4%-13.3%-6.5%
Q1 2020-8.3%-3.9%-2.7%
Q4 2019-2.5%-2.1%+10.8%
Q3 2019-2.3%-1.9%+2.3%
Q2 2019+12.4%+7.0%+6.9%
Q1 2019+1.7%+6.8%+10.4%
Q4 2018+16.7%+15.3%+23.4%
Q3 2018-14.8%-12.6%-3.8%
Q2 2018+11.7%+13.4%+17.2%
Q1 2018+15.7%+17.4%+18.2%
Q4 2017+7.0%+10.9%+22.5%
Q3 2017+8.5%+11.0%+19.7%
Q2 2017+7.1%+6.9%+8.1%
Q1 2017+12.5%+7.8%+23.6%
Q4 2016-20.3%-20.0%-18.3%
Q3 2016+20.3%+21.8%+19.3%
Q2 2016-10.4%-11.5%-20.3%
Q1 2016+6.1%+3.0%+12.6%
Q4 2015+10.6%
Q3 2015-11.9%
Q2 2015-15.7%
Q1 2015+8.5%
Q4 2014+5.5%
Q3 2014+13.4%
Q2 2014+17.7%
Q1 2014-15.1%
Q4 2013+7.6%
Q2 2013-0.9%
Q1 2013-16.7%
Q4 2012-2.4%
Q3 2012+5.7%
Q2 2012+11.7%
Q1 2012-7.5%
Q1 2011+2.4%
Q4 2011-4.4%
Q4 2009-4.8%
Q3 2011+23.3%
Q3 2010+23.3%
Q4 2010+19.0%
Q2 2010+19.0%
Q2 2011+19.0%

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