Lululemon (LULU) Q4 Earnings and Revenues Surpass Estimates

Core Insights - Lululemon reported quarterly earnings of $6.14 per share, exceeding the Zacks Consensus Estimate of$5.85 per share, and up from $5.29 per share a year ago, representing an earnings surprise of 4.96$3.61 billion for the quarter ended January 2025, surpassing the Zacks Consensus Estimate by 0.90% and increasing from $3.21 billion year-over-year [2] - Lululemon has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The sustainability of Lululemon's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is$2.74 on revenues of $2.39 billion, and for the current fiscal year, it is$15.36 on revenues of $11.33 billion [7] Industry Context - The Textile - Apparel industry, to which Lululemon belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Lululemon's stock performance [5][6]