Lululemon Issues 2026 Outlook Below Market Expectations
Lululemon expects 2026 revenue below estimates while working to offset rising U.S. import tariffs. The firm also named Chip Bergh to its board on Tuesday.
Lululemon Athletica Inc. has issued a conservative financial forecast for fiscal 2026, projecting revenue and profit levels that fall short of market expectations. The company is currently navigating a complex landscape defined by shifting consumer demand, intensifying competition from established players like NIKE, Inc., and rising pressure from newer entrants such as Alo Yoga and Vuori.
For the upcoming fiscal year, the company expects annual revenue to range between $11.35 billion and $11.50 billion, trailing the average analyst estimate of $11.52 billion. Annual profit is expected to land between $12.10 and $12.30 per share, missing the anticipated $12.58 per share. Despite these projections, the firm reported a stronger-than-expected performance for the holiday quarter, bolstered by a 17% increase in international revenue.
