Lululemon (LULU) Q4 earnings: How key metrics compare to Wall Street estimates

Lululemon (LULU) reported $3.64 billion in revenue for the quarter ended January 2026, representing a year-over-year increase of 0.8%. EPS of $5.01 for the same period compares to $6.14 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $3.58 billion, representing a surprise of +1.65%. The company delivered an EPS surprise of +5.25%, with the consensus EPS estimate being $4.76.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Lululemon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Total comparable sales (Change in constant dollars): 2% versus -0.9% estimated by six analysts on average.
• Total stores: 811 compared to the 811 average estimate based on six analysts.
• Total Gross Square Footage: 3,736.00 Ksq ft compared to the 3,725.78 Ksq ft average estimate based on five analysts.
• Total Comparable Sales: 3% compared to the -1.9% average estimate based on four analysts.
• Geographic revenues- China Mainland: $528.44 million versus $486.4 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +24.3% change.
• Geographic revenues- Rest of World: $431.48 million versus $470.81 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +10% change.
• Geographic Revenues- Americas: $2.68 billion compared to the $2.64 billion average estimate based on six analysts. The reported number represents a change of -4.1% year over year.
• Geographic revenues- United States: $2.17 billion versus the four-analyst average estimate of $2.2 billion. The reported number represents a year-over-year change of -5.5%.
• Net revenue by channel- Company-operated stores: $1.44 billion versus the six-analyst average estimate of $1.41 billion. The reported number represents a year-over-year change of -5%.
• Net revenue by channel- Other channels: $307.71 million compared to the $311.36 million average estimate based on five analysts. The reported number represents a change of +5.7% year over year.
• Net revenue by channel- E-commerce: $1.9 billion compared to the $1.84 billion average estimate based on five analysts. The reported number represents a change of +4.9% year over year.
• Net revenue by category- Women's apparel: $2.27 billion versus $2.24 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +1.9% change.