Lululemon (LULU): FY25 Q3 earnings call, Dec 11, 2025
No Kalshi or Polymarket word markets were listed for Lululemon’s Dec 11, 2025 earnings call (FY25 Q3). 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.
15 matches for “Tariff”; 5 quoted, at least 25 words apart.
…work to inflect the U.S. business, particularly in light of the new tariff environment. We believe these priorities position us well for the near term…
…stream is not new for us, however, in a world with higher tariffs and the removal of the de minimis provision. And while we work…
…in both the near term and long term to mitigate the increased tariff costs. These include strategic pricing actions, supply chain initiatives, including vendor negotiations…
…290 basis point decrease in overall product margin driven predominantly by the tariff impact and higher markdowns. Markdowns increased 90 basis points. In addition, foreign…
…the upside was driven predominantly by leverage on higher-than-expected top line, lower net tariff impact and prudent management of the fixed expenses within gross margin.
Agents: this page as TSV at /api/v1/appearances/lululemon:2025-12-11:earnings_call · words: /api/v1/brief?appearance=lululemon:2025-12-11:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP