How did LULU's Q1 2026 EPS forecast compare to past trends?

Lululemon Athletica's Q1 2026 EPS forecast reflects strong growth compared to past trends.

1. Projected EPS: The Q1 2026 EPS forecast stands at $2.60, which is a key indicator of the company's expected profitability for the period.
2. Historical EPS Growth: Lululemon Athletica has demonstrated a robust increase in EPS over the past years. The 5-year EPS basic CAGR (Compound Annual Growth Rate) is 20.94%, indicating a strong upward trend in earnings.

3. Peer Comparison: When compared to the company's historical EPS performance and industry averages, the Q1 2026 forecast is in line with expectations. For instance, the diluted EPS CAGR (5y) is 27.6%, which is even higher than the basic EPS CAGR, suggesting that the company's earnings are growing at a healthy rate.
4. Market Analysts' Confidence: The "outperform" ratings from William Blair and Telsey Advisory Group reflect analysts' positive outlook on the company's future performance, including the Q1 2026 period.
5. Recent Performance: Lululemon Athletica's recent earnings report for Q1 2025 showed an EPS of $2.54, which beat the street estimates. This recent performance bodes well for the company's continued growth into Q1 2026.

In conclusion, the Q1 2026 EPS forecast of $2.60 represents a continuation of Lululemon Athletica's historical trend of strong earnings growth. The company's consistent performance, strategic expansions, and positive analyst ratings all point to a promising outlook for the upcoming quarter.