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Lulu's Fashion Lounge (LVLU) investor relations material
Lulu's Fashion Lounge Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Net revenue for Q2 2025 was $81.5M, down 11% year-over-year, mainly due to a 16% drop in total orders, partially offset by a 1% increase in average order value and lower return rates; softness in casualwear and footwear was offset by gains in special occasion and bridesmaid categories.
Net loss narrowed to $3.0M from $10.8M last year; Adjusted EBITDA turned positive at $0.5M versus a $0.2M loss in Q2 2024.
Brand equity reached a record high, supported by successful marketing campaigns and influencer collaborations.
The company implemented a 1-for-15 reverse stock split effective July 7, 2025, regaining compliance with Nasdaq's minimum bid price requirement.
Liquidity remains a concern, with $1.5M in cash and $5.8M outstanding under the credit facility as of June 29, 2025; the company is actively seeking alternative debt financing and negotiating a new asset-based revolving credit facility.
Financial highlights
Net revenue declined 11% year-over-year to $81.5M, with gross margin at 45.3% (down 20 bps year-over-year but up from 40.3% in Q1); gross profit was $36.9M, down 12% year-over-year.
Net loss improved to $3.0M from $10.8M in Q2 last year; Adjusted EBITDA was $0.5M, up from a $0.2M loss; Adjusted EBITDA margin was 0.6%.
Free cash flow was negative $1.9M for Q2, a decrease year-over-year; for the first half of 2025, free cash flow was $5.9M, down from $9.0M in the prior year period.
Operating expenses declined 15% year-over-year; selling and marketing expenses decreased 12%, and general and administrative expenses fell 18%.
Total debt reduced to $5.8M; net debt at $4.2M as of June 29, 2025.
Outlook and guidance
Expects to generate positive adjusted EBITDA in Q3 2025 and continues to focus on liquidity, cost efficiencies, and capital expenditures at the low end of the $2.5M–$3M range.
Anticipates further margin benefits from direct sourcing and ongoing tariff mitigation strategies in the second half of the year.
Outlook remains cautious due to anticipated headwinds from tariffs, inflation, supply chain, and macroeconomic uncertainties.
Explain the softness in casual wear/footwear.
Discuss the impacts of the Forbearance Amendment.
What factors influence Lulus' financial outlook?
Assess impact of SKU rationalization.
Elaborate on wholesale growth potential.
How will sourcing changes impact 2026?
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Next Lulu's Fashion Lounge earnings date
Q3 202512 Nov, 2025
Next Lulu's Fashion Lounge earnings date
Q3 202512 Nov, 2025
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Frequently asked questions
Lulu's Fashion Lounge Holdings Inc. is an online retail company specializing in women’s apparel, footwear, and accessories. The company focuses on offering fashionable and affordable items for various occasions, including casual wear, special events, and weddings. Lulu’s targets millennial and Gen Z consumers with trend-forward designs, emphasizing quality and accessible price points. The company is headquartered in Chico, California, and its shares are listed on the NASDAQ Stock Exchange.
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