Lululemon Athletica Expects Q3 Revenue of $2.47B-$2.50B

Lululemon athletica Inc. expects Q3 revenue to be between $2.47B and $2.50B. The company specializes in technical sportswear for men and women, with a focus on pants, tops, and accessories. Sales are primarily generated through directly operated stores (45.9%), online sales (44.8%), and other channels (9.3%). Revenue is geographically distributed across the US (66%), Canada (13.4%), China (10%), and other regions (10.6%).

Lululemon athletica Inc. (LULU), a leading provider of technical sportswear, has provided its revenue forecast for the third quarter of fiscal 2025. The company expects net revenue to be between $2.47 billion and $2.50 billion, representing a growth of 3% to 4% year over year. This forecast comes after a second quarter where the company reported net revenue of $2.5 billion, a 7% increase year over year [2].

Lululemon's revenue is generated primarily through directly operated stores (45.9%), online sales (44.8%), and other channels (9.3%) [1]. Geographically, the company's revenue is distributed across the US (66%), Canada (13.4%), China (10%), and other regions (10.6%) [1]. The company's strong presence in these markets, coupled with its focus on technical sportswear, has driven its consistent growth.

The company's revenue forecast for the third quarter is based on several key metrics. Analysts expect the 'Net Revenue by Channel- Company-operated stores' to reach $1.32 billion, indicating a year-over-year change of +8.6% [1]. For 'Net Revenue by Channel- E-commerce', the estimate is $962.36 million, with a year-over-year change of +5.7% [1]. The 'Net Revenue by Channel- Other' is projected to reach $260.46 million, indicating a year-over-year change of +6.4% [1].

Geographically, analysts expect 'Geographic Revenues- Americas' to reach $1.80 billion, with a year-over-year change of +3.1% [1]. 'Geographic Revenues- Rest of World' is expected to reach $357.81 million, indicating a year-over-year change of +13.4% [1]. 'Geographic Revenues- China Mainland' is forecast to reach $396.96 million, with a year-over-year change of +26.3% [1]. 'Geographic Revenues- United States' is expected to reach $1.46 billion, indicating a year-over-year change of +2.5% [1].

The company's total stores are expected to reach 786, compared to the 721 reported in the same quarter last year [1]. The 'Total Comparable Sales (Change in constant dollars)' is forecast to reach 2.1%, compared to the 3.0% reported in the same quarter last year [1]. The 'Total Gross Square Footage' is expected to reach 3485 thousands of square feet, compared to the 3075 thousands of square feet reported in the same quarter last year [1].

Lululemon's revenue forecast and key metrics provide valuable insights into the company's performance and future prospects. Investors should closely monitor these metrics and the company's earnings report for any deviations from the forecast.

References:
[1] https://www.nasdaq.com/articles/what-analyst-projections-key-metrics-reveal-about-lululemon-lulu-q2-earnings
[2] https://www.stocktitan.net/news/LULU/lululemon-athletica-inc-announces-second-quarter-fiscal-2025-n3iqm3uqxmxc.html