Stifel analyst Jim Duffy was one of several analysts who reiterated a Buy rating on the consumer discretionary stock after earnings. Duffy says that he appreciates "the relative conservatism" in Lululemon's guidance, adding that the company has a "track record for outperformance" and several "tangible near-term drivers."

Good morning. There's a sinking feeling in the markets with more US tariffs due this week. Goldman Sachs sees a higher number of rate cuts by central banks in 2025 as America's levies impact global growth.