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/company/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.

What drives LULU's revenue?

Per lululemon athletica inc.'s latest 10-Q filed with the SEC on 2026-09-03, the biggest revenue drivers are: Americas ($1,616.8M, -8% YoY); China Mainland ($407.1M, +4% YoY); Rest of World ($391.8M, +5% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/LULU.

What are LULU's largest expenses?

lululemon athletica inc.'s latest 10-Q reports these as the largest expense items: Cost of goods sold ($953.8M, -9% YoY); Selling, general and administrative expenses ($1,006.3M, +6% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended August 2, 2026).

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

13F Pro Quality Score

67.7/100

Rank #348 of 2,961 stocksTOP 25%

View Consumer Discretionary peers →

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

Revenue Growth

62.6/100

Profitability

60.9/100

Balance Sheet

94.9/100

Earnings Quality

46.8/100

Free Cash Flow

60.1/100

Institutional Flow

72.5/100

Revenue Scale

87.4/100

Dilution Risk

72.4/100

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Why LULU Scores 68/100

exact factor attribution · 2026-09-11

LULU's composite is driven by scale and capital efficiency. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+5.6 pts

87th pct

Capital efficiency

+4.5 pts

95th pct

Revenue growth

+2.5 pts

63th pct

Profitability

+1.6 pts

61th pct

Free cash flow

+1.5 pts

60th pct

Institutional flow

+1.1 pts

73th pct

Shareholder dilution

+1.1 pts

72th pct

Earnings growth

+0.0 pts

50th pct

Earnings quality

-0.3 pts

47th pct

Latest change (2026-09-05): 65 → 58 · ↓ Free cash flow 56→41; ↓ earnings_quality 44→25

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

LULU Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 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. lululemon athletica inc.'s 13F Pro composite quality score has ranged between 58 and 80 since 2021, currently 67.7 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

✦

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

✓ 21/21 datapoints verified

AI-extracted from lululemon athletica inc.'s 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 →Share on X

Revenue

Q2 2026

$2.4B

Net Income

Q2 2026

$329.2M

Free Cash Flow

Q2 2026

$225.2M

Operating Margin

Q2 2026

18.8%

ROIC

Q2 2026

37.9%

Period

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

Free Cash Flow

-41.8% YoY

$921.7MFY 2026

FY23 $327.8MFY24 $1.64BFY25 $1.58BFY26 $921.7M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$11.10B +4.9%	$10.59B +10.1%	$9.62B +18.6%	$8.11B +29.6%	$6.26B +42.1%	$4.40B
Net Income	$1.58B -13.0%	$1.81B +17.1%	$1.55B +81.4%	$854.8M -12.4%	$975.3M +65.6%	$588.9M
Operating Income	$2.21B -11.8%	$2.51B +17.5%	$2.13B +60.5%	$1.33B -0.4%	$1.33B +62.6%	$820.0M
EPS (Diluted)	$13.26 -9.4%	$14.64 +20.0%	$12.20 +82.6%	$6.68 -10.8%	$7.49 +66.4%	$4.50
Total Assets	$8.46B +11.2%	$7.60B +7.2%	$7.09B +26.5%	$5.61B +13.4%	$4.94B +18.1%	$4.19B
Total Debt	—	$0.00	$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 +72.9%	$803.3M
Free Cash Flow	$921.7M -41.8%	$1.58B -3.7%	$1.64B +401.6%	$327.8M -67.0%	$994.6M +73.2%	$574.1M

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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.
$1.0B8,850,632 sh
VANGUARD CAPITAL MANAGEMENT LLC
$779.8M6,830,001 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$582.7M5,103,300 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$576.4M5,048,153 sh
STATE STREET CORP
$515.8M4,517,466 sh
FEDERATED HERMES, INC.
$413.9M3,625,210 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$403.6M3,534,900 sh
GEODE CAPITAL MANAGEMENT, LLC
$337.9M2,970,005 sh
CITADEL ADVISORS LLC
$325.3M2,848,700 sh
CITADEL ADVISORS LLC
$269.1M2,356,500 sh

Fund	Value	Shares
BlackRock, Inc.	$1.0B	8,850,632
VANGUARD CAPITAL MANAGEMENT LLC	$779.8M	6,830,001
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$582.7M	5,103,300
VANGUARD PORTFOLIO MANAGEMENT LLC	$576.4M	5,048,153
STATE STREET CORP	$515.8M	4,517,466
FEDERATED HERMES, INC.	$413.9M	3,625,210
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$403.6M	3,534,900
GEODE CAPITAL MANAGEMENT, LLC	$337.9M	2,970,005
CITADEL ADVISORS LLC	$325.3M	2,848,700
CITADEL ADVISORS LLC	$269.1M	2,356,500

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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. LULU is classified as a large company.

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.