LULU is the ticker symbol for lululemon athletica inc., a publicly traded Consumer Discretionary sector company listed on Nasdaq. 13F Pro tracks LULU with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is LULU a good stock to buy?

13F Pro's AI ranking engine scores LULU at 62.8/100, ranked #669 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for LULU is available at https://13fpro.ai/company/LULU. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source LULU data?

All lululemon athletica inc. fundamentals and ownership data come directly from SEC EDGAR. lululemon athletica inc. files with the SEC under CIK 1397187. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

lululemon athletica inc. LULU

NasdaqLarge CapConsumer Discretionary

13F Pro quality score

Rank #669 of 2,925TOP 25%

Why it scores 63 Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$2.42B

Quarter to Aug 2

Net income

$329.22M

Quarter to Aug 2

Free cash flow

$225.16M

Quarter to Aug 2

Operating margin

18.8%

Quarter to Aug 2

Top Institutional Holders

as of Q2 2026

$9.44B total

BlackRock, Inc.

$1.01B-6.9%

VANGUARD CAPITAL MANAGEMENT LLC

$779.85M-1.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

$576.40M-2.4%

STATE STREET CORP

$515.80M-0.1%

FEDERATED HERMES, INC.

$413.93M+20.7%

GEODE CAPITAL MANAGEMENT, LLC

$337.88M-4.2%

Invesco Ltd.

$266.23M+28.4%

FIL Ltd

$231.31MNew

FLOSSBACH VON STORCH SE

$207.39M-2.2%

MORGAN STANLEY

$184.77M-11.5%

GOLDMAN SACHS GROUP INC

$150.23M+88.4%

JANE STREET GROUP, LLC

$122.99M+11.0%

CITADEL ADVISORS LLC

$122.65M+83.8%

NORGES BANK

$117.82M--

CITIGROUP INC

$111.67M+68.6%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$107.93M+8.9%

UBS Group AG

$106.07M+92.9%

NORTHERN TRUST CORP

$104.70M-7.5%

FMR LLC

$103.77M-78.9%

AQR CAPITAL MANAGEMENT LLC

$101.48M-39.7%

Legal & General Group Plc

$100.66M-12.5%

JPMORGAN CHASE & CO

$99.18M-8.4%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$93.81M+0.6%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$88.14M-21.5%

BARROW HANLEY MEWHINNEY & STRAUSS LLC

$82.55MNew

See all 854 institutional holders →

What's Driving LULU's Business? Latest 10-Q Breakdown

21/21 datapoints verified

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.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2027

EDGAR

Net Income

Q2 2027

EDGAR

EPS (Diluted)

Q2 2027

EDGAR

Operating Margin

Q2 2027

EDGAR

ROIC

Q2 2027

EDGAR

Free Cash Flow

Q2 2027

EDGAR

Debt/Equity

Q2 2027

EDGAR

Financial Trends

Revenue & Net Income

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Earnings Per Share

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lululemon athletica inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating 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%

About lululemon athletica inc. (LULU): stock profile, AI score and financials

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 62.8/100 on a composite quality score built from its SEC filings, placing it at rank #669 of 2,925 stocks — the top 25% of the AI-ranked universe. LULU scores in the top quartile across balance sheet strength (94.9), revenue scale (87.1). Based on the latest XBRL financial filings (Q2 2027), 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, VANGUARD PORTFOLIO MANAGEMENT, 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.

Financials through the period ended Aug 2, 2026SEC EDGAR: CIK 1397187 →

lululemon athletica inc. LULU

Top Institutional Holders

What's Driving LULU's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

LULU key financials by period

LULU insiders

Congress trading in LULU

About lululemon athletica inc. (LULU): stock profile, AI score and financials

lululemon athletica inc. LULU

Top Institutional Holders

What's Driving LULU's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

LULU key financials by period

Companies similar to LULU

LULU insiders

Congress trading in LULU

About lululemon athletica inc. (LULU): stock profile, AI score and financials