| ASO_24c1c67f | as we lap the increased tariff costs in the back half of the year | 2026-07-01 | 2026-12-31 | Lapping of increased tariff costs from the prior year. | This is expected to lead to prices settling at new levels, potentially easing cost pressures and stabilizing gross margins in the second half of the year. | Theme | 2026-03-17 | earnings_transcript | ASO (ticker) |
| ASO_e63ae2bd | During the second quarter... The remaining 15 to 20 stores are expected to open in the back half of the year | 2026-04-01 | 2026-12-31 | Opening of 3 new stores in Q2 and 15-20 additional new stores in the back half of fiscal 2026. | New store expansion is the company's primary growth lever, and successful openings will provide a tailwind to sales and contribute to overall growth, particularly as they enter the comp base. | Ticker | 2026-06-09 | earnings_transcript | ASO (ticker) |
| ASO_313e3bb5 | roll amount to over 100 stores by the end of the year | 2026-06-11 | 2026-12-31 | Expansion of the suppressors category to over 100 stores by year-end. | This new category is expected to be 100% accretive, with strong attachment rates and high average unit retails, providing an additional tailwind to the shooting sports category. | Ticker | 2026-06-09 | earnings_transcript | ASO (ticker) |
| ASO_7c4a8c2f | in the back half of the year | 2026-07-01 | 2026-12-31 | Addition of roughly 100 Marriott shops within stores. | This initiative supports the work western lifestyle trend and is expected to fuel growth in the apparel category. | Ticker | 2026-06-09 | earnings_transcript | ASO (ticker) |
| ASO_15ddc447 | modest gross margin pressure in the first half of 26 followed by modest expansion in the back half. ... leverage in the first half with potential deleverage in the back half as new store openings accelerate. | 2026-06-11 | 2026-12-31 | Shift in financial performance cadence, with modest gross margin pressure and SG&A leverage in H1 transitioning to modest gross margin expansion and potential SG&A deleverage in H2. | This expected shift, driven by subsiding tariff impacts and accelerating new store openings, is crucial for achieving full-year profitability targets. | Ticker | 2026-06-09 | earnings_transcript | ASO (ticker) |
| ASO_14ee93cc | throughout the remainder of the year | 2026-06-11 | 2026-12-31 | Persistence of high gas prices and other inflationary pressures. | These macro factors are expected to continue negatively impacting discretionary spending for the American consumer, posing a significant headwind to sales, particularly for lower-income households. | Theme | 2026-06-09 | earnings_transcript | ASO (ticker) |
| ASO_e082fbf2 | Throughout the majority of this year | 2026-06-11 | 2026-12-31 | Continued bifurcated consumer spending environment, with lower-income consumers under pressure and higher-income consumers increasingly trading into Academy. | This dynamic influences overall sales trajectory and the effectiveness of value-driven strategies. Worsening trends for lower-income cohorts or a slowdown in higher-income trade-ins would be bearish. | Theme | 2026-06-09 | earnings_transcript | ASO (ticker) |
| LULU_ba44673d | until the next CEO steps into their role | 2025-12-11 | 2026-12-31 | Appointment of a new permanent CEO for Lululemon Athletica Inc. | A new CEO will set the long-term strategic direction, potentially impacting product strategy, market expansion, and overall company culture, which could significantly influence investor sentiment and future performance. | Ticker | 2025-12-11 | earnings_transcript | LULU (ticker) |
| LULU_61707124 | beginning in spring 2026 and continue to strengthen throughout the year | 2026-03-01 | 2026-12-31 | Lululemon's 'action plan' to drive inflection in its U.S. business, including a strong new product pipeline and increasing new style penetration to 35% by Spring 2026, with a focus on updating key franchises and introducing new innovations. | The success of this product refresh and activation is crucial for reversing the negative revenue trends in the U.S. and improving customer engagement, directly impacting sales, market share, and investor confidence. | Ticker | 2025-12-11 | earnings_transcript | LULU (ticker) |
| LULU_ddabcb38 | first full year of tariffs | 2026-02-02 | 2027-01-31 | Lululemon's ability to mitigate the financial impact of higher tariffs and the removal of the de minimis provision through strategic pricing, supply chain initiatives (vendor negotiations, DC network efficiency), and enterprise-wide savings. | The success of these mitigation efforts will directly impact gross and operating margins, which are expected to face pressure in 2026 due to these increased costs. | Ticker | 2025-12-11 | earnings_transcript | LULU (ticker) |
| LULU_891f0fc7 | as we move into '26 and the team is further along in that work stream | 2026-02-02 | 2026-12-31 | Lululemon's evaluation and potential repositioning of its distribution center network, particularly regarding a large Canadian DC, in response to the removal of the de minimis provision. | Changes to the DC network could impact supply chain efficiency, logistics costs, and inventory management, directly affecting operating expenses and the ability to serve markets effectively. | Ticker | 2025-12-11 | earnings_transcript | LULU (ticker) |
| LULU_e6f9ab68 | for the year | 2026-02-02 | 2027-01-31 | Lululemon's ability to maintain strong revenue growth and momentum in China Mainland, especially after calendar shifts impacting Q4 2025, and continued market penetration across city tiers. | China Mainland is Lululemon's second-largest market and a significant growth driver. Sustained strong performance is critical for overall revenue growth and international expansion goals. | Ticker | 2025-12-11 | earnings_transcript | LULU (ticker) |
| LULU_94656df5 | as we look into '26 | 2026-02-02 | 2027-01-31 | Lululemon's ability to manage operating margins in fiscal year 2026, given expected pressures from a full year of increased tariffs and the removal of de minimis, partially offset by efficiency initiatives and potential expense savings. | Operating margin directly impacts profitability and EPS. The company anticipates negative factors to outweigh positives, making the actual margin outcome a key indicator of financial health and management's execution on efficiency. | Ticker | 2025-12-11 | earnings_transcript | LULU (ticker) |
| LULU_b4f77ec9 | As we look out to next year, we are planning inventory units below sales. Our aim is to increase full price penetration and utilize our chase capabilities to minimize markdown risk. | 2026-02-02 | 2027-01-31 | Lululemon's execution of its inventory management strategy, aiming to keep inventory units below sales and increase full-price penetration, leveraging chase capabilities to minimize markdown risk. | Successful inventory management and higher full-price penetration will directly improve gross margins and reduce the need for markdowns, positively impacting profitability. | Ticker | 2025-12-11 | earnings_transcript | LULU (ticker) |
