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Lululemon shares stretch lower as athleisure icon gives sour full-year outlook

The retailer crossed $10 billion in annual revenue for the first time, but traders are looking forward.

3/27/25 5:23PM

Lululemon shares tumbled over 10% in after-hours trading Thursday after the athleisure giant topped Q4 estimates, but gave less-than-impressive guidance for the year.

Lululemon’s fourth-quarter revenue rose 13% to $3.6 billion, slightly topping FactSet estimates of $3.57 billion. Earnings per share also beat expectations, landing at $6.14 versus the projected $5.85 and above the company’s prior guidance range of $5.56 to $5.64. Same-store sales grew 5.4%, in line with forecasts.

Still, demand for Lululemon has cooled, even as the company is refreshing its product lineup, as competition from brands like Alo and Vuori heats up. Looking ahead, Lululemon expects first-quarter revenue between $2.335 billion and $2.355 billion — below Wall Street’s estimate of $2.39 billion. Earnings guidance also missed the mark, with the company projecting EPS of $2.53 to $2.58 versus expectations of $2.72.

CFO Meghan Frank noted that the company topped $10 billion in annual revenue for the first time, and said Lululemon remains focused on a growth plan that aims to double revenue from 2021 levels to $12.5 billion by 2026.

Lululemon shares are down nearly 12% over the past year.

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SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

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Nike sinks to lowest level since 2014 after warning of “challenged” sales environment in Q4 report

Did Nike do it?

Investors had a mixed reaction after the global sports apparel company reported its fourth quarter earnings on Tuesday after the bell. Shares initially rose 5% as Nike beat out Wall Street expectations amid a hefty tariff refund bonus. However, the stock then sank to its lowest level since August 2014 in postmarket trading.

Here are the Q4 numbers:

Revenue of $11.0 billion (estimate: $10.8 billion).
Adjusted earnings per share of $0.20 (estimate: $0.12).

Ahead of this report, Nike warned that results would be flattered by a one-time tariff refund (now estimated at roughly $0.52 per share for the bottom line). That gave the company an extra cushion in snapping its streak of seven quarters of year-over-year profit declines.

Over the past year, the company had been punished by tariffs on imported goods, stagnant consumer spending, and increasing competition from other footwear brands like New Balance, Adidas, and Hoka.

Outgoing CFO Matthew Friend deemed it an “increasingly challenging operating environment, where sell-through remains challenged.”

Lululemon shares stretch lower as athleisure icon gives sour full-year outlook

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