Is lululemon Poised for a Holiday Rebound?

How is lululemon performing in a challenging retail environment, and what does Black Friday data suggest about the holiday shopping season already under way? We dove into the data to find out. 

Year-over-Year Visits Pick Up in October

Visits to lululemon were up 4.2% year over year (YoY) in Q3 2025 – a promising sign ahead of the holidays. And though monthly same-store visits trended slightly negative YoY, same-store traffic grew in October – a positive sign ahead of a critical holiday season.  

Holiday Season Provides lululemon With A Reliable Boost

Looking back at previous holiday seasons provides further room for optimism for lululemon. The retailer reliably sees late-year traffic spikes – on Black Friday and especially at the end of December, when its End-of-Year sale and Boxing Day discounts pull in last-minute and bargain-seeking shoppers. 

Strong Start to the Holiday Season 

Black Friday 2025 data shows that luluemon is already off to a strong start, with visits surpassing even last year's strong performance – the chain experienced a 350.8% increase in visits compared to its January to September 2025 daily visit average.

Looking ahead, this early momentum positions lululemon to reclaim share during what many retailers expect to be a tighter holiday season. Given macroeconomic headwinds and shifting consumer sentiment, early wins like this may be critical – strong traffic now could translate into outsized holiday-season revenue, reinforce customer loyalty, and help offset any softening in post-Black-Friday demand.

Looks Like a lululemon Lift

Lululemon is driving increased foot traffic despite visit softness earlier in the year and persistent consumer headwinds. With the all-important holiday season fast-approaching, will the chain continue to drive visit growth?

For more data-driven retail insights follow Placer.ai/anchor. 

‍Placer.ai leverages a panel of tens of millions of devices and utilizes machine learning to make estimations for visits to locations across the US. The data is trusted by thousands of industry leaders who leverage Placer.ai for insights into foot traffic, demographic breakdowns, retail sale predictions, migration trends, site selection, and more.  

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