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Dolphin ResearchJun 4 at 10:41 PM
LULU Trans: Q2 discounting peaked; sequential improvement ahead
Below is Dolphin Research's Trans from Lululemon's FY26 Q1 earnings call.
For our earnings take, see 'Lululemon: Founder blasts, weak print—can a new CEO save its black-leggings franchise?'
LululemonConference Minutes
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Dolphin ResearchDec 11, 2025 at 08:21 PM
LULU: Comeback or Flash in the Pan?
China surged again. Now the key growth driver.
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LululemonFinancial Analysis