Episode Details

Lululemons Q4 results beat expectations but fall flat compared to last year, with flat revenue and shrinking margins. North American struggles prompt new product launches and store upgrades, while international markets shine. Investors react coolly, with shares dipping initially. First quarter revenue guidance and full-year earnings per share outlook miss estimates, with North American improvements expected by Q2. Key factors to watch include full-price selling rebound, tariff offsets, and global momentum.

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