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lululemon athletica inc. (LULU) Q1 2026 Earnings Call Transcript


lululemon athletica inc. (LULU) Q1 2026 Earnings Call June 4, 2026 4:30 PM EDT

Company Participants

Howard Tubin – Vice President of Investor Relations
Meghan Frank – Interim Co-CEO & CFO
Andre Maestrini – Interim Co-CEO, President & Chief Commercial Officer

Conference Call Participants

Dana Telsey – Telsey Advisory Group LLC
Rakesh Patel – Raymond James & Associates, Inc., Research Division
Lorraine Maikis – BofA Securities, Research Division
Matthew Boss – JPMorgan Chase & Co, Research Division
Michael Binetti – Evercore ISI Institutional Equities, Research Division
Brooke Roach – Goldman Sachs Group, Inc., Research Division
Jay Sole – UBS Investment Bank, Research Division
Brian Nagel – Oppenheimer & Co. Inc., Research Division
Janine Hoffman Stichter – BTIG, LLC, Research Division
Mark Altschwager – Robert W. Baird & Co. Incorporated, Research Division
Aneesha Sherman – Bernstein Institutional Services LLC, Research Division

Presentation

Operator

Thank you for standing by. This is the conference operator. Welcome to the lululemon athletica inc. First Quarter 2026 Earnings Conference Call. [Operator Instructions] The conference is being recorded. [Operator Instructions] I would now like to turn the conference over to Howard Tubin, Vice President, Investor Relations for lululemon athletica. Please go ahead.

Howard Tubin
Vice President of Investor Relations

Thank you, and good afternoon. Welcome to lululemon’s first quarter earnings conference call. Joining me today are Meghan Frank, Interim Co-CEO and CFO; and Andre Maestrini, Interim Co-CEO, President and Chief Commercial Officer.

Before we get started, I’d like to take this opportunity to remind you that our remarks today will include forward-looking statements reflecting management’s current forecast of certain aspects of lululemon’s future. These statements are based on current information, which we have assessed, but by which its nature is dynamic and subject to rapid and even abrupt changes. Actual results may differ materially from those contained in or implied by these forward-looking statements due to risks and uncertainties associated with our



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