Sep. 3 at 5:51 AM
$LULU earnings tomorrow. Street wants ~
$1.79 EPS, down 42%, and revenue of
$2.45B to
$2.475B.
The print is not the risk. The guide is. New CEO Heidi O'Neill starts a week later. Clean-slate cuts are the fear.
Americas comps were -5% in Q1. Tariffs hit margin. China was +23% and is the offset. Fabric patents still matter if product lands.
Watch the FY outlook.
$LULU $NKE $UAA #LULU #Earnings #Activewear #Retail
