Gross margin moved 202 bp higher
Gross margin changed +202 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
58.50%→60.52%3 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →LULU financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Operating margin moved 196 bp lower
Operating margin changed -196 basis points from the comparable as-filed period.
20.74%→18.78%3 prior comparisons
Cash & equivalents increased 20.2%
Cash & equivalents changed +20.2% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$1.2B→$1.4B2 prior comparisons
Operating income decreased 13.4%
Operating income changed -13.4% from the comparable as-filed period.
$523.8M→$453.7M3 prior comparisons
Revenue decreased 4.3%
Revenue changed -4.3% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
$2.5B→$2.4B3 prior comparisons
Inventory / revenue moved 263 bp higher
Inventory / revenue changed +263 basis points from the comparable as-filed period.
68.21%→70.85%3 prior comparisons
Net income decreased 11.2%
Net income changed -11.2% from the comparable as-filed period.
$370.9M→$329.2M3 prior comparisons
Selling, general & administrative increased 5.7%
Selling, general & administrative changed +5.7% from the comparable as-filed period.
$951.7M→$1.0B3 prior comparisons
Inventory decreased 0.6%
Inventory changed -0.6% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
$1.7B→$1.7B4 prior comparisons
Gross profit decreased 1.0%
Gross profit changed -1.0% from the comparable as-filed period.
$1.5B→$1.5B3 prior comparisons
Capex / revenue moved 127 bp lower
Capex / revenue changed -127 basis points from the comparable as-filed period.
6.42%→5.15%2 prior comparisons
Gross profit decreased 3.2%
Gross profit changed -3.2% from the comparable as-filed period.
$1.4B→$1.3B3 prior comparisons
Capital expenditure decreased 16.3%
Capital expenditure changed -16.3% from the comparable as-filed period. The change ranks at the 80th percentile of 5 prior comparable changes.
$152.3M→$127.4M5 prior comparisons
Revenue increased 4.3%
Revenue changed +4.3% from the comparable as-filed period.
$2.4B→$2.5B3 prior comparisons
Inventory increased 2.1%
Inventory changed +2.1% from the comparable as-filed period.
$1.7B→$1.7B3 prior comparisons
Cash & equivalents increased 14.3%
Cash & equivalents changed +14.3% from the comparable as-filed period.
$1.3B→$1.5B2 prior comparisons
Free-cash-flow proxy increased 132.1%
Free-cash-flow proxy changed +132.1% from the comparable as-filed period. The change ranks at the 80th percentile of 5 prior comparable changes.
-$271.2M→$87.1M5 prior comparisons
Gross margin moved 418 bp lower
Gross margin changed -418 basis points from the comparable as-filed period.
58.34%→54.17%3 prior comparisons
Net income decreased 38.0%
Net income changed -38.0% from the comparable as-filed period.
$314.6M→$195.0M3 prior comparisons
Operating cash flow increased 280.3%
Operating cash flow changed +280.3% from the comparable as-filed period. The change ranks at the 100th percentile of 6 prior comparable changes.
-$119.0M→$214.4M6 prior comparisons
Operating income decreased 36.9%
Operating income changed -36.9% from the comparable as-filed period.
$438.6M→$276.9M3 prior comparisons
Operating margin moved 730 bp lower
Operating margin changed -730 basis points from the comparable as-filed period.
18.50%→11.21%3 prior comparisons
Selling, general & administrative increased 12.4%
Selling, general & administrative changed +12.4% from the comparable as-filed period.
$942.9M→$1.1B3 prior comparisons
Stock-based compensation increased 26.4%
Stock-based compensation changed +26.4% from the comparable as-filed period. The change ranks at the 83th percentile of 6 prior comparable changes.
$23.1M→$29.2M6 prior comparisons
Method Importance combines metric-family relevance, magnitude, issuer-history unusualness, persistence, and financial-statement significance. It is analytical prioritization, not a legal materiality conclusion or investment signal.