Lulus expands into all Nordstrom stores, showcasing strong performance and increasing demand for its occasionwear as it celebrates 30 years.
Quiver AI Summary
Lulu's Fashion Lounge Holdings, Inc. announced a significant expansion into all Nordstrom stores nationwide, marking a pivotal moment in its wholesale growth as the brand celebrates its 30th anniversary. This rollout, driven by strong in-store performance and retailer confidence, allows Lulus to enhance its brand presence while maintaining connections with customers. CEO Crystal Landsem emphasized the importance of meeting women where they shop and forming long-lasting partnerships. Lulus has also expanded its offerings with Urban Outfitters and Dillard's and aims for continued growth in its wholesale business, projecting a 100% growth rate for 2026. The brand's mission remains to empower women through attainable luxury fashion for every occasion.
Potential Positives
- Expansion into all Nordstrom stores is a significant milestone in Lulus’ wholesale growth, reflecting strong in-store performance and retailer confidence.
- The wholesale business of Lulus experienced a remarkable 143% year-over-year growth from 2024 to 2025, indicating strong demand for Lulus' offerings.
- The strategic evolution towards a complementary omnichannel strategy aims to enhance brand awareness and reach new customers while maintaining a consistent brand experience.
Potential Negatives
- Press release emphasizes reliance on forward-looking statements, which signal inherent risks and uncertainties in achieving projected growth and market expansion.
- Expansion into new retailers may expose Lulus to increased competition and potential dilution of brand identity in broader markets.
- Heavy dependence on physical retail performance (with 55% of sales from brick-and-mortar) raises concerns about the company's adaptability to shifting consumer behaviors towards online shopping.
FAQ
What is Lulus' recent expansion announcement?
Lulus has expanded into all Nordstrom stores nationwide, marking a significant milestone in its wholesale growth.
How has Lulus performed in brick-and-mortar stores?
Lulus has seen strong in-store performance, with about 55% of Nordstrom sales coming from physical locations.
What new products is Lulus introducing at Nordstrom?
In April 2026, Lulus will add daytime dresses to its range in Nordstrom's Dress Department for the summer season.
How much has Lulus' wholesale business grown?
Lulus’ wholesale business grew 143% year-over-year from 2024 to 2025, with plans for over 100% growth in 2026.
What is Lulus' brand mission moving forward?
Lulus aims to make women feel beautiful, special, and confident for every milestone and celebration, maintaining a strong connection with customers.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$LVLU Revenue
$LVLU had revenues of $73.6M in Q3 2025. This is a decrease of -8.6% from the same period in the prior year.
You can track LVLU financials on Quiver Quantitative's LVLU stock page.
$LVLU Hedge Fund Activity
We have seen 9 institutional investors add shares of $LVLU stock to their portfolio, and 15 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 68,119 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $320,159
- CITADEL ADVISORS LLC removed 15,666 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $73,630
- PRINCIPAL FINANCIAL GROUP INC removed 10,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $52,200
- BRIDGEWAY CAPITAL MANAGEMENT, LLC added 9,834 shares (+542.4%) to their portfolio in Q3 2025, for an estimated $46,219
- VANGUARD GROUP INC added 7,047 shares (+14.0%) to their portfolio in Q4 2025, for an estimated $36,785
- TRUIST FINANCIAL CORP removed 4,113 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $19,331
- RENAISSANCE TECHNOLOGIES LLC removed 3,600 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $16,920
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Full Release
Expansion signals strong in-store performance, retailer confidence, and growing demand for Lulus’ occasionwear as the brand enters its 30th year
CHICO, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Lulu's Fashion Lounge Holdings, Inc. (“Lulus” or the “Company”) (Nasdaq: LVLU), the attainable luxury fashion brand for life’s most memorable moments, today announced its expansion into all Nordstrom stores nationwide, a major milestone in its wholesale growth. The nationwide rollout reflects strong in-store performance and growing retailer confidence, reinforcing Lulus’ ability to scale beyond its direct-to-consumer roots while staying deeply connected to its customers.
“As we celebrate 30 years, we remain focused on connecting with our customers in meaningful ways,” said Crystal Landsem, CEO of Lulus. “Expanding to all Nordstrom stores is a strong vote of confidence in our brand, product, and customer. Our goal is simple: meet women where they shop, strengthen brand equity, and build partnerships that create mutual long-term value.”
Nationwide Expansion Driven by Strong In-Store Performance
Lulus is now available in all Nordstrom doors, with approximately 55% of Nordstrom sales coming from physical locations, underscoring demand in brick-and-mortar environments. In April 2026, Lulus will expand within Nordstrom’s Dress Department, adding daytime dresses alongside special occasion styles for the summer season.
Broader Wholesale Footprint Reaches New Customers
- Urban Outfitters: Following a successful Homecoming debut, Lulus expanded its online dress assortment in January 2026 to reach Urban Outfitters’ fashion-forward customer.
- Dillard’s: Lulus doubled its presence to 100 store doors with a Prom assortment in December, including exclusive colorways and categories spanning Juniors and Occasion.
Category Leadership and Accelerating Momentum
Lulus’ wholesale business grew 143% year-over-year from 2024–2025, driven by leadership in special occasion and daytime event dresses, with plans to exceed 100% growth in 2026.
“Our success reflects how deeply our customer connects with Lulus,” said Patrick Buchanan, SVP Brand Marketing. “Strong performance at partners like Nordstrom proves our brand resonates across channels and positions us for the next 30 years.”
A Complementary Omnichannel Strategy
Wholesale is not a shift from Lulus’ direct-to-consumer foundation, but a strategic evolution to expand awareness, reach new customers, and maintain a consistent brand experience. As Lulus enters its next chapter, its mission remains unchanged: to make women feel beautiful, special, and confident for every milestone, celebration, and everyday moment.
For more information on Lulus, please visit: www.lulus.com .
About Lulus
Headquartered in California and serving millions of customers worldwide, Lulus is an attainable luxury fashion brand for women, offering modern, unapologetically feminine designs at accessible prices for every occasion. Our aim is to make every woman feel confident and celebrated, supporting her for all of life's occasions, big or small - from work desk to dream date, cozying up on the couch to the spotlight of her wedding day. Founded in 1996, Lulus delivers fresh styles to consumers daily, using direct consumer feedback and insights to refine product offerings and elevate the customer experience. Lulus’ world class personal stylists, bridal concierge, and customer care team share an unwavering commitment to elevating style and quality and bring exceptional customer service and personalized shopping to customers around the world. Follow @lulus on Instagram and @lulus on TikTok. Lulus is a registered trademark of Lulu’s Fashion Lounge, LLC. All rights reserved.
Forward Looking Statements
This press release contains “forward-looking statements” within the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical or current fact included in this press release are forward-looking statements, including but not limited to statements regarding our opportunities for category, customer and market expansion, third-party collaborations, growth in the fiscal year ending January 3, 2027 and the long-term growth trajectory of our business. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause Lulus’ actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to, the risk factors discussed in Part I, Item 1A, “Risk Factors” in Lulus’ Annual Report on Form 10-K for the fiscal year ended December 29, 2024, Part II, Item IA, “Risk Factors” in Lulus’ Quarterly Reports on Form 10-Q for the fiscal quarters ended March 30, 2025 and June 29, 2025, and our other filings with the Securities and Exchange Commission which could cause actual results to differ materially from those indicated by the forward-looking statements made in this press release. Any such forward-looking statements represent management’s estimates as of the date of this press release. While Lulus may elect to update such forward-looking statements at some point in the future, it disclaims any obligation to do so, except as required by law, even if subsequent events cause its views to change.
Contact
Rachel Aschenbrand-Robinson
[email protected]