Lulu's Fashion Lounge Holdings Inc
NASDAQ:LVLU
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Lulu's Fashion Lounge Holdings Inc
Lulu's Fashion Lounge Holdings, Inc. operates as a holding company. The company is headquartered in Chico, California and currently employs 736 full-time employees. The company went IPO on 2021-11-11. The firm is focused on giving its customers what they want by using data coupled with human insight to deliver an assortment of luxury fashion. Lulus develops styles with the customer in mind, using direct consumer feedback and insights to refine its products. Its product creation and curation model leverage a test, learn, and reorder strategy to bring new products to market every week; It tests them in small batches, learn about customer demand, and then reorder products. The firm fulfill its customer orders from its leased distribution facilities in Chico, California; Ontario, California, and Easton, Pennsylvania.
Lulu's Fashion Lounge Holdings, Inc. operates as a holding company. The company is headquartered in Chico, California and currently employs 736 full-time employees. The company went IPO on 2021-11-11. The firm is focused on giving its customers what they want by using data coupled with human insight to deliver an assortment of luxury fashion. Lulus develops styles with the customer in mind, using direct consumer feedback and insights to refine its products. Its product creation and curation model leverage a test, learn, and reorder strategy to bring new products to market every week; It tests them in small batches, learn about customer demand, and then reorder products. The firm fulfill its customer orders from its leased distribution facilities in Chico, California; Ontario, California, and Easton, Pennsylvania.
Revenue Decline: Lulu's net revenue was $73.6 million in Q3 2025, down 9% year-over-year due to softer demand in casual wear and footwear.
Margin Improvement: Gross margin expanded 450 basis points to 42.6%, supported by higher full-price sales, improved product mix, and sourcing initiatives.
Profitability Progress: Adjusted EBITDA was positive at $0.4 million versus a $3.6 million loss last year, marking another quarter of profitability in line with expectations.
Cost Cuts: Operating expenses declined 11% year-over-year, with fixed costs down 18% thanks to restructuring and cost discipline.
Wholesale Growth: Wholesale revenue saw triple-digit, 7-figure growth year-to-date, expanding presence to 6 major retailers.
Liquidity Boost: A new $20 million credit facility strengthened financial flexibility, reducing net debt and improving liquidity.
Guidance: Management expects significant year-over-year adjusted EBITDA improvement in Q4 2025 and maintains full-year capital expenditure outlook at $2.5 million.
