Lululemon (LULU): FY25 Q1 earnings call, Jun 5, 2025
No Kalshi or Polymarket word markets were listed for Lululemon’s Jun 5, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
5 matches for “Exchange”; 5 quoted, at least 25 words apart.
…somewhat by higher airfreight; a 20 basis points negative impact from foreign exchange; and 50 basis points of net deleverage on fixed costs. Relative to…
…inventory, which was impacted by higher AUC related to tariffs and foreign exchange, increased 23%. When looking at units, inventory increased 16%. We repurchased 1.36…
…increased occupancy and depreciation, higher tariff rates, modestly higher markdowns, and foreign exchange. In Q2, we expect our SG&A rate to deleverage by 170 to…
…our mitigation efforts are more pronounced in the back half, and foreign exchange. In addition, we are continuing to invest in our strategic roadmap to…
…in large part to the impact of higher tariff rates and foreign exchange. We expect a similar dynamic in inventory growth for the remainder of…
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