Discontinued — last reported Q3 '23

Business Segments · Segmented income from operations

Direct to consumer — Segmented income from operations

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.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2014
Last reportedQ3 2023Dec 7, 2023

How to read 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.

Detailed definition

This metric measures the operating profit generated specifically by the direct-to-consumer business segment after deduct...

Peer comparison

Comparable to segment operating income or digital channel contribution margin reported by vertically integrated retailers.

Metric ID: lulu_segment_direct_to_consumer_segmented_income_from_operations

Historical Data

11 periods
 Q1 '21Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '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%
Range$236.93M$629.27M
CAGR+21.4%
Avg YoY Growth+24.8%
Median YoY Growth+25.2%
Current Streak2 quarters growth

Frequently Asked Questions

What is lululemon athletica's direct to consumer — segmented income from operations?
lululemon athletica (LULU) reported direct to consumer — segmented income from operations of $384.39M in Q3 2023.
How has lululemon athletica's direct to consumer — segmented income from operations changed year-over-year?
lululemon athletica's direct to consumer — segmented income from operations increased by 19.5% year-over-year, from $321.74M to $384.39M.
What does direct to consumer — segmented income from operations mean?
Operating profit earned specifically from direct-to-consumer sales channels.