Lululemon (LULU): FY25 Q2 earnings call, Sep 4, 2025
No Kalshi or Polymarket word markets were listed for Lululemon’s Sep 4, 2025 earnings call (FY25 Q2). 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.
24 matches for “Tariff”; 5 quoted, at least 25 words apart.
…We are facing yet another shift today within the industry related to tariffs and the cost of doing business. The increased rates and removal of…
…forward and the impact of the new trade environment, implications of higher tariffs and the removal of the de minimis exemption on our revised guidance.…
…more about the macro environment and specifically the reality of the new tariffs and the removal of the de minimis provision. Companies across our industry…
…work in 2026. In addition, we are navigating increased costs related to tariffs and the removal of the de minimis exemption. Given these factors, we…
…basis point decrease in overall product margin driven by higher markdowns and tariff impact. Markdowns increased 60 basis points versus our expectations of 20 to…
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