Wall Street anticipates a year-over-year drop in earnings for Lululemon (NASDAQ: LULU) when the athletic apparel maker reports results for the quarter ended April 2026.
Revenues are expected to reach $2.43 billion, representing a 2.6% increase from the same quarter a year ago, despite the projected earnings decline.
The company is expected to post quarterly earnings of $1.67 per share, reflecting a year-over-year change of -35.8% compared to the prior period.
The consensus EPS estimate for the quarter has been revised 0.45% lower over the last 30 days, suggesting analysts have collectively grown more cautious on the company’s near-term earnings outlook.
The Most Accurate Estimate currently sits below the Zacks Consensus Estimate, indicating that analysts have recently turned more bearish on Lululemon’s earnings prospects heading into the release.
This divergence has produced an Earnings ESP of -6.40%, a metric that compares the Most Accurate Estimate to the broader consensus figure used to gauge likely earnings deviation.
The stock carries a Zacks Rank of #3, and the combination of that ranking with a negative Earnings ESP makes it difficult to conclusively predict that Lululemon will beat the consensus estimate.
Lululemon’s earnings report is expected to be released on June 4, and how actual results compare to estimates could drive meaningful movement in the stock price.
In the last reported quarter, Lululemon was expected to post earnings of $4.76 per share but delivered earnings of $5.01, producing a positive surprise of +5.25%.
Over the last four quarters, the company has beaten consensus EPS estimates four times, though past performance does not guarantee a repeat outcome in the upcoming report.
PVH (PVH), another company in the Zacks Textile – Apparel industry, is expected to report earnings per share of $1.8 for the quarter ended April 2026, pointing to a year-over-year change of -21.7%.
PVH’s revenues for the quarter are expected to reach $2 billion, up 0.7% from the year-ago quarter, with the consensus EPS estimate revised 3.9% lower over the last 30 days.
PVH carries an Earnings ESP of -0.10% combined with a Zacks Rank #2 (Buy), making a conclusive earnings beat prediction difficult, though the company has beaten consensus EPS estimates in each of the trailing four quarters.
