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Lululemon Hints It Had a Strong Christmas, Says Q4 Sales at High End of Guidance

Lululemon expects Q4 revenue near $3.6 billion and EPS up to $4.76, reflecting strong holiday sales despite leadership changes and activist investor pressure.

  • On Jan. 12, 2026, Lululemon Athletica Inc. said it expects fourth-quarter net revenue and diluted earnings per share to come in at the high end of its guidance, the company announced Monday.
  • After reviewing holiday-season performance, Meghan Frank, chief financial officer, said the update reflects the fourth quarter including Black Friday, the week before Christmas and Boxing Day, and prior guidance ranges for revenue and diluted EPS.
  • The company left other financial outlook items unchanged, maintaining its guidance for gross margin, selling, general and administrative expenses, and the effective tax rate despite fierce rivals Alo and Vuori.
  • Calvin McDonald, chief executive officer, announced he will step down effective Jan. 31 as Elliott Management, activist investor with a $1 billion stake, pushes for Jane Nielsen and founder Chip Wilson nominates three board candidates.
  • Lululemon Athletica Inc. is signalling a strong holiday result despite governance strife, saying it will evaluate founder Chip Wilson’s suggestions while the board of directors seeks a transformational leader.
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13 Articles

Lean Left

Lululemon Athletica announces that it has made good sales during the Christmas period, despite a battle for control of the company.

·Montreal, Canada
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CTV NewsCTV News
+3 Reposted by 3 other sources
Center

Lululemon hints it had a strong Christmas, says Q4 sales at high end of guidance

Lululemon Athletica Inc. says it expects its net revenue and diluted earnings per share for its fourth quarter to come it at the high end of its guidance for the period.

·Canada
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Winnipeg Free PressWinnipeg Free Press
+3 Reposted by 3 other sources
Center

Lululemon says it expects Q4 sales and EPS to be at high end of guidance

Breaking News, Sports, Manitoba, Canada

·Winnipeg, Canada
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Winnipeg Free Press broke the news in Winnipeg, Canada on Monday, January 12, 2026.
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