LU

lululemon athletica inc.

LULU · lululemon athletica inc. · Consumer Discretionary

Up next day
7/12
58%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±10.2%
typical swing on earnings
Price when beating
-3.3%
avg over 11 beats
Biggest single move
-19.8%
'25.5 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 6 of 11 beats (55%)
vs Consumer Discretionary sector avg (201 peers)
This
-2.6%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
5xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Sep 3After close
'26.8 expectedEst. EPS $2.85
Quarter ended 5/2026
Reported 2026-06-04
Next-day move
-8.6%
After 5 days -2.5%
vs Consensus$1.68$1.69+0.4% beat
Beat by +0.4% but stock -8.6%
EPS
$1.69
YoY -35%
Revenue
$2.5B
YoY +4%
Next-Q guidance
N/A
Price around earnings
vs market -6.0%p3.1x normal — unusual drop-28% dip before

Earnings trend · last 12 quarters

EPS$1.69YoY -35%
'23.7'26.5
Revenue$2.5BYoY +4%
'23.7'26.5

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
3x25%
Met expectations
good · up ↑
4x33%
Disappointment
weak · down ↓
2x17%
Good earnings ignored
good · down ↓
3x25%
← Weak earningsStrong earnings →

Mostly 'honest' — good earnings, price up · 4 of 12q (33%)

Community · LULU

What do you think of this stock's earnings pattern?

···