Lulu's Fashion Lounge Q4 revenue falls, hurt by fewer orders placed

Lulus Fashion Lounge Holdings

30/03/2026 21:58

Overview

US women's apparel retailer's Q4 revenue fell 5% yr/yr, driven by fewer orders placed

Adjusted EBITDA for Q4 turned positive, net loss narrowed sharply from prior year

Outlook

Company expects full-year 2026 Adjusted EBITDA to turn positive, compared to $(1.2) mln in 2025

Lulu's expects net revenue growth trend to improve year-over-year in 2026, versus negative 11% in 2025

Company forecasts 2026 capital expenditures between $2.0 mln and $2.5 mln, similar to 2025 levels

Result Drivers

ORDER DECLINE - Q4 revenue fell mainly due to an 11% decrease in total orders placed, partly offset by a 6% rise in average order value

MARGIN IMPROVEMENT - Gross margin rose 640 basis points to 44.3%

Company press release: ID:nGNX154d7B

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$63 mln
Q4 EPS
-$0.14
Q4 Net Income
-$403,000
Q4 Gross Profit
$27.9 mln


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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)