Discontinued — last reported Q3 '23
lululemon athletica Direct to consumer — Segmented income from operations increased by 0.1% to $384.39M in Q3 2023 compared to the prior quarter. Year-over-year, this metric grew by 19.5%, from $321.74M to $384.39M. This is a positive signal — higher values indicate stronger performance for this metric.
An increase suggests improved operational efficiency or better pricing power within the digital channel, whereas a decrease may signal rising customer acquisition costs or supply chain inefficiencies.
This metric measures the operating profit generated specifically by the direct-to-consumer business segment after deduct...
Comparable to segment operating income or digital channel contribution margin reported by vertically integrated retailers.
lulu_segment_direct_to_consumer_segmented_income_from_operations| Q1 '21 | Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $236.93M | $260.25M | $257.05M | $462.27M | $285.11M | $326.42M | $321.74M | $629.27M | $369.45M | $383.87M | $384.39M |
| QoQ Change | — | +9.8% | -1.2% | +79.8% | -38.3% | +14.5% | -1.4% | +95.6% | -41.3% | +3.9% | +0.1% |
| YoY Change | — | — | — | — | +20.3% | +25.4% | +25.2% | +36.1% | +29.6% | +17.6% | +19.5% |