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The conference introduced luxury, leisure, and retail to its agenda, with record participation. Strong H1 growth was driven by innovation, robust category and regional performance, and digital expansion. Strategic brand launches, AI partnerships, and disciplined M&A underpin confidence in sustained…
Asana reported fiscal second-quarter revenue of $216.4 million, up 10% year over year and above guidance. Management said AI products drove 25% of net new ARR and lifted retention metrics.
Lululemon reported second-quarter revenue of $2.4 billion, down 4% year over year, and lowered full-year revenue guidance to $10.35 billion-$10.5 billion, citing softer sales trends and inconsistent product launch performance.
Victoria's Secret said Q2 net sales rose 10% year over year, with operating income and EPS above guidance. It raised fiscal 2026 net sales and adjusted net income per diluted share guidance.
Petco Health and Wellness reported Q2 2026 sales of $1.5 billion and adjusted EBITDA of $122 million, including a $6.8 million net tariff refund, and affirmed full-year guidance.