
Lululemon Athletica Inc. estimates that increased tariffs and the removal of the de minimis exemption will reduce income from operations for 2025 by approximately $210 million, net of mitigation efforts.
Bullish
Lululemon Athletica Inc. achieved a 7% net revenue increase to $2.6 billion in Q3 2025, driven by strong international growth in China Mainland and Rest of World, complemented by strategic new store openings.
Bearish
Increased tariffs and de minimis exemption removal are expected to reduce lululemon athletica inc.'s 2025 income from operations by $210 million, alongside a 5% comparable sales decrease in the Americas and CEO transition uncertainty.