Tag: tariffs
Lululemon Tariff Shock: Outlook Slashed as De Minimis Repeal Bites Into 2025
Lululemon cut its 2025 outlook after tariffs rose and the de minimis exemption ended, squeezing margins and weakening demand. Revenue growth is now 2–4%, EPS is guided to $12.77–$12.97, and the company expects a $240 million gross profit hit this year, possibly $320 million in 2026. With over 60% of sales in the U.S., the tariff pressure lands hardest in its biggest market.
Read more