Lululemon's Q4 2025 earnings show flat revenue growth in North America and shrinking profit margins, indicating a potential sell-off for investors.
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Earnings Report: Is Lululemon North America Officially Saturated? | Q4 2025
Fundamental Deep DiveApr 15, 2026
Lululemon's Q4 2025 earnings report reveals a stark contrast between its mature North American market, showing flat growth and shrinking margins, and its rapidly expanding China market, which experienced 32% revenue growth. The company is facing profitability challenges due to tariffs, markdowns, and credit card affiliate costs, leading to a strategic pivot towards full-price selling and significant stock buybacks. Future growth is projected to be a modest 2-4%, signaling the end of its hypergrowth phase.
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sell opened Apr 15, 2026
+21.25%