lululemon athletica inc.(LULU)— Stock Profile, AI Score & Financials
Consumer Discretionary · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
lululemon athletica inc. (LULU) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores LULU at 67.7/100 on a 32-signal composite quality model, placing it at rank #348 of 2,961 stocks — the top 25% of the AI-ranked universe. LULU scores in the top quartile across balance sheet strength (94.9), revenue scale (87.4). Based on the latest XBRL financial filings (Q2 2026), lululemon athletica inc. reports quarterly revenue of $2.4B, net income of $329.2M, an operating margin of 18.8%. Top institutional holders of LULU by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, SUSQUEHANNA INTERNATIONAL GROUP, LLP, based on the most recent SEC filings. LULU trades on the Nasdaq exchange and files with the SEC under CIK 1397187. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LULU daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for lululemon athletica inc. directly from SEC EDGAR.
AI Quality Score
67.7/100
AI Rank
#348
Revenue
$2.4B
Net Income
$329.2M
Free Cash Flow
$225.2M
Operating Margin
18.8%
LULU key financials by period
lululemon athletica inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$11.1B
$1.6B
19.9%
FY 2025
10-K
$10.6B
$1.8B
23.7%
FY 2024
10-K
$9.6B
$1.6B
22.2%
FY 2023
10-K
$8.1B
$854.8M
16.4%
FY 2022
10-K
$6.3B
$975.3M
21.3%
FY 2021
10-K
$4.4B
$588.9M
18.6%
Institutions holding LULU
Institutional investors reporting a position in lululemon athletica inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-09-03 — Q2 FY2026 (quarter ended August 2, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue declined 4% YoY to $2.4B as Americas comp sales fell 12%, though $134.5M in IEEPA tariff refunds boosted gross margin 200bps to 60.5%.
Biggest Revenue Drivers
Americas$1,616.8M-8% YoY
Comparable sales decreased 12% due to reduced traffic, lower conversion rates, and decreased average order value.
China Mainland$407.1M+4% YoY
Increase from 15 net new company-operated stores and other channels, partially offset by 2% comparable sales decrease.
Biggest Revenue Drivers
Total revenue: $2,415.6M-4% YoY
Americas$1,616.8M-8% YoY
Comparable sales decreased 12% due to reduced traffic, lower conversion rates, and decreased average order value.
China Mainland$407.1M+4% YoY
Increase from 15 net new company-operated stores and other channels, partially offset by 2% comparable sales decrease.
Rest of World$391.8M+5% YoY
Increase from 10 net new company-operated stores and expanded other channels, partially offset by 4% comparable sales decrease.
Largest Expense Items
Cost of goods sold$953.8M-9% YoY
$134.5M IEEPA tariff refunds recognized; partially offset by higher tariffs and markdowns.
Selling, general and administrative expenses$1,006.3M+6% YoY
Increased contractor and professional services ($13.4M proxy contest costs), brand and community expenses, employee costs, and technology costs.
Margins: Gross margin expanded 200bps to 60.5% driven primarily by 560bps benefit from IEEPA tariff refunds, partially offset by higher tariffs and markdowns. Operating margin contracted 190bps to 18.8% as SG&A expenses increased 400bps of revenue.
Watch Items from the Filing
Americas segment comprises 66.9% of Q2 revenue but comparable sales declined 12% amid lower traffic and conversion; company initiated action plan to increase full-price selling.
$134.5M IEEPA tariff refunds received in Q2 2026 (of $230M total IEEPA tariffs paid); additional refund amounts remain uncertain and no asset recognized as of August 2, 2026.
Company named defendant in two consumer class actions alleging tariff-related pricing and potential governmental reimbursement claims; outcomes uncertain.
Securities class action and six consolidated stockholder derivative actions pending; derivatives stayed pending securities action resolution.
Global comparable sales declined 9% (10% constant dollar) as lower conversion rates, reduced traffic, and decreased average order value offset higher e-commerce traffic.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
