Earnings Report: Is Lululemon North America Officially Saturated? | Q4 2025

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[00:00:00] Introduction: The Profitability Puzzle
[00:04:14] Revenue & The 53rd Week Accounting Anomaly
[00:09:39] Geographic Breakdown: Americas vs. China
[00:17:15] The Profitability Squeeze & Gross Margins
[00:19:53] Tariffs, Markdowns, and Affiliate Costs
[00:24:50] SG&A and Global Brand Investment
[00:27:26] Inventory Management Risks
[00:31:02] E-commerce vs. Physical Store Growth
[00:34:16] Leadership Strategy & Stock Buybacks
[00:38:39] 2026 Outlook and Risk Factors

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Видео Earnings Report: Is Lululemon North America Officially Saturated? | Q4 2025 канала Fundamental Deep Dive