What is the 13F Pro Quality Score for LULU?

13F Pro ranks lululemon athletica inc. (LULU) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View LULU's current score at https://13fpro.ai/research/LULU (free sign-up required for the full ranking).

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.

What sector is LULU in?

lululemon athletica inc. (LULU) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is LULU research updated on 13F Pro?

LULU's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

lululemon athletica inc.(LULU)Stock Analysis

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Consumer Discretionary →Nasdaq

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SEC EDGAR: CIK 1397187 LULU stock profile & AI dashboard →

13F Pro Quality Score

62.9/100

Rank #715 of 2,879 stocksTOP 25%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

58.1/100

Profitability

66.3/100

Balance Sheet

92.2/100

Earnings Quality

37.8/100

Free Cash Flow

35.2/100

Institutional Flow

7.9/100

Revenue Scale

86.5/100

Dilution Risk

72.3/100

LULU Stock Analysis & AI Quality Score

AI stock analysis and institutional research for lululemon athletica inc. (LULU), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores LULU at 62.9/100 on a 32-signal composite quality model, placing it at rank #715 of 2,879 stocks — the top 25% of the AI-ranked universe. LULU scores in the top quartile across balance sheet strength (92.2), revenue scale (86.5). Areas of concern include institutional flow (7.9) and free cash flow (35.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2027), lululemon athletica inc. reports quarterly revenue of $2.5B, net income of $195.0M, free cash flow of $87.1M. 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. lululemon athletica inc.'s 13F Pro composite quality score has ranged between 8 and 80 since 2021, currently 62.9 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about lululemon athletica inc.

Quirks, history, and lore behind LULU — the kind of stuff that makes a stock memorable.

1
The Basics
A consumer discretionary company listed on Nasdaq, headquartered in Canada, with a massive and loyal following in the United States.
2
The Numbers
Annual revenue around $10 billion with a market cap that has at times topped $50 billion — remarkable for a company that sells essentially one category of clothing.
3
The History
Founded in 1998 in Vancouver by a entrepreneur who taught yoga, opened its first standalone store in 2000, and went public on Nasdaq in 2007.
4
The Secret
It built a cult following by training in-store educators instead of salespeople, and seeding products through local yoga instructors who wore the gear for free.
5
The Lore
A 2013 recall of see-through pants caused a PR crisis, and the founder made it worse by suggesting the problem was women's bodies — he was out as chairman shortly after.
6
The Giveaway
If your yoga pants cost $130, have an Align waistband, and come with a small inside pocket, you already know exactly who made them.

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Revenue

Q1 2027

$2.5B

Net Income

Q1 2027

$195.0M

Free Cash Flow

Q1 2027

$87.1M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+4.9% YoY

$11.10BFY 2026

FY23 $8.11BFY24 $9.62BFY25 $10.59BFY26 $11.10B

Net Income

-13.0% YoY

$1.58BFY 2026

FY23 $854.8MFY24 $1.55BFY25 $1.81BFY26 $1.58B

Operating Income

-11.8% YoY

$2.21BFY 2026

FY23 $1.33BFY24 $2.13BFY25 $2.51BFY26 $2.21B

EPS (Diluted)

-9.4% YoY

$13.26FY 2026

FY23 $6.68FY24 $12.20FY25 $14.64FY26 $13.26

Total Assets

+11.2% YoY

$8.46BFY 2026

FY23 $5.61BFY24 $7.09BFY25 $7.60BFY26 $8.46B

Total Debt

—FY 2026

FY23 $0.00FY24 $0.00FY25 $0.00FY26 —

Op. Cash Flow

-29.5% YoY

$1.60BFY 2026

FY23 $966.5MFY24 $2.30BFY25 $2.27BFY26 $1.60B

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2019
Revenue	$11.10B +4.9%	$10.59B +10.1%	$9.62B +18.6%	$8.11B +29.6%	$6.26B +90.3%	$3.29B
Net Income	$1.58B -13.0%	$1.81B +17.1%	$1.55B +81.4%	$854.8M -12.4%	$975.3M +101.6%	$483.8M
Operating Income	$2.21B -11.8%	$2.51B +17.5%	$2.13B +60.5%	$1.33B -0.4%	$1.33B +88.9%	$705.8M
EPS (Diluted)	$13.26 -9.4%	$14.64 +20.0%	$12.20 +82.6%	$6.68 -10.8%	$7.49 +107.5%	$3.61
Total Assets	$8.46B +11.2%	$7.60B +7.2%	$7.09B +26.5%	$5.61B +13.4%	$4.94B +137.1%	$2.08B
Total Debt	—	$0.00	$0.00	$0.00	$0.00	—
Operating Cash Flow	$1.60B -29.5%	$2.27B -1.0%	$2.30B +137.6%	$966.5M -30.4%	$1.39B +87.0%	$742.8M

AI Insight: LULU Financial Trends

Lululemon's earnings collapsed in Q2 2026 despite flat revenue, signaling operational distress beneath seasonal strength.

• Q1 2026 revenue rose to $3,641M with $587M net income; Q2 2026 revenue $2,472M, net income halved to $195M.

• Operating margin deteriorated: Q1 2026 at 22.3%, Q2 2026 at 11.2%—lowest since Q4 2024.

• Operating cash flow swung from $1,143M in Q1 2026 to $214M in Q2 2026, signaling cash generation weakness.

⚠ Q2 2026 marks third consecutive quarter of sub-$400M net income despite $2.5B+ revenue—persistent profitability erosion.

⚠ Equity base expanded to $4,826M in Q2 2026, but zero debt suggests no capital deployment or refinancing activity.

AI Insight: LULU Ratio Trends

LULU's profitability collapsed in Q2 2026, with operating margin halving to 11.2% and ROIC plunging to 23.0%—the lowest levels in the dataset.

• Operating margin deteriorated from 22.3% in Q1 2026 to 11.2% in Q2 2026; NPM fell to 7.9%, lowest on record.

• ROIC contracted sharply from 65.5% in Q1 2026 to 23.0% in Q2 2026, erasing Q1's exceptional performance.

• ROE dropped 31pp quarter-over-quarter to 16.2%, signaling significant earnings deterioration.

⚠ Q2 2026 metrics suggest a material earnings miss or operational disruption; Q1 spike may have been unsustainable.

⚠ Zero debt and strong balance sheet provide financial flexibility to navigate near-term headwinds.

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Available Research

13F Pro tracks comprehensive data for lululemon athletica inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of LULU

BlackRock, Inc.
$1.5B9,501,548 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.1B6,930,622 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$791.7M5,171,332 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$709.8M4,635,900 sh
STATE STREET CORP
$692.2M4,521,326 sh
FMR LLC
$658.9M4,304,016 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$568.4M3,712,800 sh
GEODE CAPITAL MANAGEMENT, LLC
$473.2M3,101,325 sh
FEDERATED HERMES, INC.
$459.7M3,002,767 sh
CITADEL ADVISORS LLC
$324.5M2,119,300 sh

Fund	Value	Shares
BlackRock, Inc.	$1.5B	9,501,548
VANGUARD CAPITAL MANAGEMENT LLC	$1.1B	6,930,622
VANGUARD PORTFOLIO MANAGEMENT LLC	$791.7M	5,171,332
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$709.8M	4,635,900
STATE STREET CORP	$692.2M	4,521,326
FMR LLC	$658.9M	4,304,016
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$568.4M	3,712,800
GEODE CAPITAL MANAGEMENT, LLC	$473.2M	3,101,325
FEDERATED HERMES, INC.	$459.7M	3,002,767
CITADEL ADVISORS LLC	$324.5M	2,119,300

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Is LULU a good stock to buy?

13F Pro's AI-powered analysis of lululemon athletica inc. (LULU) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LULU are available on the LULU stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own LULU?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LULU. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of lululemon athletica inc.'s investment landscape.