lululemon athletica inc. (LULU) Q3 2026 Earnings Call Transcript

lululemon athletica inc. (LULU) Q3 2026 Earnings Call December 11, 2025 4:30 PM EST

Company Participants

Howard Tubin – Vice President of Investor Relations
Calvin McDonald – CEO & Director
Meghan Frank – Chief Financial Officer

Conference Call Participants

Matthew Boss – JPMorgan Chase & Co, Research Division
Dana Telsey – Telsey Advisory Group LLC
Adrienne Yih-Tennant – Barclays Bank PLC, Research Division
Brooke Roach – Goldman Sachs Group, Inc., Research Division
Lorraine Maikis – BofA Securities, Research Division
Michael Binetti – Evercore Inc.
Paul Lejuez – Citigroup Inc., Research Division
Brian Nagel – Oppenheimer & Co. Inc., Research Division
Jay Sole – UBS Investment Bank, Research Division
Janine Hoffman Stichter – BTIG, LLC, Research Division
Mark Altschwager – Robert W. Baird & Co. Incorporated, Research Division

Presentation

Operator

Thank you for standing by. This is the conference operator. Welcome to the lululemon Athletica Inc. Third Quarter 2025 Financial Results Conference Call. [Operator Instructions] The conference is being recorded. [Operator Instructions]

I would now like to turn the conference over to Howard Tubin, Vice President, Investor Relations for lululemon Athletica. Please go ahead.

Howard Tubin
Vice President of Investor Relations

Thank you, and good afternoon. Welcome to lululemon’s third quarter earnings conference call. Joining me today to talk about our results are Calvin McDonald, CEO; and Meghan Frank, CFO.

Before we get started, I’d like to take this opportunity to remind you that our remarks today will include forward-looking statements reflecting management’s current forecast of certain aspects of lululemon’s future. These statements are based on current information, which we have assessed but by which its nature is dynamic and subject to rapid and even abrupt changes.

Actual results may differ materially from those contained in or implied by these forward-looking statements due to risks and uncertainties associated with our business, including those we have disclosed in our most recent filings with

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