Lululemon Reports Inventory Improvements Through SKU Reductions and Rebalancing
Lululemon reported improved inventory composition in 2026 due to SKU reductions and rebalancing, despite a 6% year-over-year increase in inventory units. The company expects unit-based inventory to remain flat in 2026 and faces $275 million in tariff costs due to new U.S. trade policies.
Tickers: $LULU
Topics: earnings call inventory management SKU reduction supply chain tariffs