lululemon Athletica today raised its fourth-quarter fiscal 2025 revenue and diluted earnings per share guidance to the top end of its prior ranges, now expecting net revenue of $3.500 billion to $3.585 billion and EPS of $4.66 to $4.76. Management cited robust holiday‐season performance, with same‐store sales up approximately 9% globally over the key trading period. There is no change to prior forecasts for gross margin, selling, general and administrative expenses or the effective tax rate. CFO Meghan Frank reaffirmed the company’s focus on executing its U.S. turnaround plan and maximizing growth opportunities in newer markets.

While North American comparable‐store sales in the fourth quarter showed modest deceleration, lululemon’s international business delivered low‐double‐digit net revenue growth, contributing nearly 20% of total quarterly sales. The company attributes this strength to product launches tailored for European and Asia‐Pacific markets and the rollout of immersive store formats. Early results from its global guest experience revamp—featuring localized product activations and in‐store community events—have increased foot traffic by an estimated 8% quarter-over-quarter, supporting overall margin resilience despite ongoing U.S. pressures.