Lululemon (LULU): FY24 Q4 earnings call, Mar 27, 2025

Thu, Mar 27Earnings callSpeaker-labelled transcriptLululemon

No Kalshi or Polymarket word markets were listed for Lululemon’s Mar 27, 2025 earnings call (FY24 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

7 matches for “Exchange”; 5 quoted, at least 25 words apart.

Meghan Frankcompanyprepared

…somewhat by higher air freight, 30 basis points negative impact from foreign exchange, and 30 basis points of net deleverage on fixed costs. Relative to…

Meghan Frankcompanyprepared

…to 90 basis points of leverage due to higher top-line and foreign exchange. Operating income for the quarter was approximately $1 billion or 28.9% of…

Meghan Frankcompanyprepared

…modestly positive for the year. I'd also note that we expect foreign exchange to have a negative 1 percentage point impact on our revenue growth…

Meghan Frankcompanyprepared

…enable future growth. As I mentioned, we are seeing headwinds from foreign exchange and tariffs, while also absorbing some additional costs relative to last year…

Meghan Frankcompanyprepared

…Q1 is being negatively impacted by 1 percentage point related to foreign exchange. We expect to open three net new company-operated stores in Q1. We…

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