$LULU (Lululemon Athletica Inc.)

$LULU {{ '2016-06-08T14:30:46+0000' | timeago}} • Webcast

Sharon Zackfia of William Blair asks an update on the e-com channel. $LULU CFO Stuart Haselden replied that the penetration has the potential to grow well above 20%, easily could reach 25% or 30%. In 2H16, when the full capabilities of its CRM efforts are brought online, $LULU is going to see healthy trends in the e-com sales trend, added Stuart.

$LULU {{ '2017-09-01T13:13:49+0000' | timeago}} • Webcast

$LULU is seeing its efforts pay off across all its key focus areas, digital, men's, international and North America. There is opportunity in accessories and outerwear and $LULU is increasing focus in both categories. Accessories is a high margin category. There are opportunities to have stronger and wider assortments in bags, socks and intimate.

$LULU {{ '2017-09-01T12:57:40+0000' | timeago}} • Webcast

$LULU made good progress on digital in 2Q17. The company is seeing strong improvement sequentially in conversion and traffic. From a mobile standpoint, the company believes there is a lot of opportunity to make improvements in this area. In 3Q17, $LULU plans to bring in additional visual merchandising enhancements on its website.

$LULU {{ '2017-09-01T12:41:13+0000' | timeago}} • Webcast

As of August 20, all of $LULU’s ivivva stores and other locations planned to close had ceased operation. Seven locations remain operating in key markets around the US and the Fashion Island ivivva location has been closed temporarily but will reopen in the coming months. There is no change to the e-commerce business which remains in full operation.

$LULU {{ '2017-09-01T12:40:42+0000' | timeago}} • Webcast

$LULU's performance in the men's category during 2Q17 positively reflects the $1Bil plus potential ahead in this category by 2020. The company continues to deliver significant outperformance in the core category of men's pants and shorts seeing 23% growth in 2Q17, driven by the strength of the ABC franchise.

$LULU {{ '2017-09-01T12:37:05+0000' | timeago}} • Webcast

During 2Q17, $LULU saw 70% YoY market growth across Asia, fueled by strong brand momentum, new store openings and positive comps, both in-store and online. This growth was highlighted by the momentum in China that has grown over 350% above 2Q16. This strong growth is driven by the outperformance of new store productivity.

$LULU {{ '2017-08-31T21:09:04+0000' | timeago}} • Announcement

For FY17, $LULU expects net revenue to be $2.54-2.59Bil based on a total comparable sales increase in the low-single digits on a constant dollar basis. Diluted EPS is expected to be $2.04-2.11 while adjusted diluted EPS is expected to be $2.35-2.42 for FY17.

$LULU {{ '2017-08-31T21:06:19+0000' | timeago}} • Announcement

For 3Q17, $LULU expects net revenue of $605-615MM based on a total comparable sales increase in the mid-single digits on a constant dollar basis. Diluted EPS is expected to be $0.33-0.35 while adjusted diluted EPS is expected to be $0.50-0.52 in 3Q17.

$LULU {{ '2017-08-31T21:01:56+0000' | timeago}} • Announcement

$LULU reported net income of $48.7MM or $0.36 per share in 2Q17 compared with $53.6MM or $0.39 per share in 2Q16. Adjusted diluted EPS was $0.39 in 2Q17. Net revenue was $581.1MM, an increase of 13% compared to 2Q16. Total comparable sales increased 7% and comparable store sales increased 2% in 2Q17.

$LULU {{ '2017-08-31T20:48:43+0000' | timeago}} • Infographic

$LULU Lululemon Athletica Inc. Earnings AlphaGraphic: Q2 2017 Highlights

$LULU {{ '2017-06-01T21:12:00+0000' | timeago}} • Infographic

$LULU Lululemon Athletica Earnings AlphaGraphic: Q1 2017 Highlights

$LULU {{ '2017-06-01T20:31:28+0000' | timeago}} • Announcement

In connection with the restructuring of the "ivivva" operations, $LULU expects to recognize total pre-tax costs of $50-60MM in FY17. For the year, the retailer sees net revenue of $2.53-2.58Bil, with diluted EPS of $1.97-2.07. For 2Q17, revenue is expected to be $565 -570MM, with diluted EPS of $0.13-0.15.

$LULU {{ '2017-06-01T20:28:13+0000' | timeago}} • Announcement

As $LULU's posted 1Q17 results, the retailer also announced a restructuring plan. $LULU plans to close approx. 40 "ivivva" branded stores and to convert about half of the remaining stores to "lululemon" stores. The Canadian chain recognized pre-tax costs totaling $17.7MM in the quarter, while anticipating the restructuring to be complete by 3Q17.

$LULU {{ '2017-06-01T20:23:21+0000' | timeago}} • Announcement

Even as $LULU's net revenue hiked 5% to $520.3MM in 1Q17, net profit of the Canadian athletic apparel retailer slumped 31% to $31.2MM or $0.23 per diluted share. Operating margin fell 290 basis points to 8.7%, while gross margin grew 110 basis points at 49.4%. Total comparable sales slipped 1% and comparable store sales declined 2% in the quarter.

$LULU {{ '2017-03-29T21:06:09+0000' | timeago}} • Infographic

$LULU Lululemon Athletica Earnings AlphaGraphics: Q4 2016 highlights

$LULU {{ '2017-03-29T20:20:59+0000' | timeago}} • Announcement

$LULU expects 2017 net revenue in the range of $2.55-2.60Bil and EPS in the range of $2.26-2.36. The revenue outlook is based on total comparable sales increase in the low-single digits on a constant dollar basis. This guidance assumes 137.5MM diluted weighted-average shares outstanding and a 31.2% tax rate.

$LULU {{ '2017-03-29T20:19:46+0000' | timeago}} • Announcement

$LULU expects 1Q17 net revenue in the range of $510-515MM and EPS in the range of $0.25-0.27. The revenue outlook is based on total comparable sales decrease in the low-single digits on a constant dollar basis. This guidance assumes 137.3MM diluted weighted-average shares outstanding and a 31.2% tax rate.

$LULU {{ '2017-03-29T20:17:57+0000' | timeago}} • Announcement

$LULU reported a rise in earnings for 4Q16 driven by higher revenue. Net income rose to $136.14MM or $0.99 per share from $117.42MM or $0.85 per share last year. Revenue grew to $789.94MM from $704.28MM. Excluding tax and related interest adjustments, EPS increased to $1.00 from $0.85. Comparable sales rose 8%, or by 7% on constant dollar basis.

$LULU {{ '2016-12-07T23:10:55+0000' | timeago}} • Webcast

$LULU sees its men’s business growing around 25% of the total in penetration by 2020. This implies a faster growth pace for men’s. The company sees a lot of opportunity in this business. $LULU posted double digit comps in women’s pants in 3Q16. The company is seeing strong momentum in women’s pants into 4Q16.

$LULU {{ '2016-12-07T23:01:04+0000' | timeago}} • Webcast

$LULU said 3Q16 exceeded expectations in terms of gross margin recovery. The company is pleased to be on track for this level of gross margin recovery. $LULU believes that beyond the middle of 2017, it will see modest improvements and this connects to the broader 5-year goal of achieving a $4Bil business by 2020.

$LULU {{ '2016-12-07T22:36:55+0000' | timeago}} • Webcast

In 3Q16, $LULU’s comparable store sales grew by 4% and direct to consumer net revenue grew by 16%. The company grew total square footage by 11% vs. last year driven by the addition of 35 net new company-operated stores since 3Q15 – 14 new stores in US, 2 in Canada, 4 in Europe, 3 in Asia, 13 ivivva stores, offset by 1 store closure in Australia.

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