Citable filing context
LULU's research view summarizes recent SEC filing context, starting with management_change from Aug 13, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 13, 2026 | management_change | Ranju Das ceased to serve as Chief AI & Technology Officer of lululemon athletica inc. |
| Jun 26, 2026 | management_change | Lululemon appointed Laura Gentile and Marc Maurer to its Board, increasing its size from 9 to 11 members. |
| Jun 4, 2026 | earnings | Lululemon reported Q1 2026 revenue of $2.5 billion, up 4%, and diluted EPS of $1.69. |
| Jun 4, 2026 | Guidance: eps_diluted | 1.76 to 1.81 |
| Jun 4, 2026 | Guidance: eps_diluted | 10.95 to 11.15 |
| Jun 4, 2026 | Guidance: revenue | 11.00 to 11.15 |
| Jun 4, 2026 | mda_quarterly | Net revenue for the first quarter of 2026 increased 4% to $2.5 billion, though constant dollar growth was limited to 2%. Performance diverged sharply by region: China Mainland and Rest of World reported comparable sales increases of 20% and 5%, respectively, while the Americas saw a 5% decline driven by lower conversion rates, reduced store traffic, and decreased average order value. Gross margin contracted 410 basis points to 54.2%, primarily due to a 500 basis point product margin decline in the Americas resulting from higher import tariffs. The company paid $230 million in tariffs under the International Emergency Economic Power Act (IEEPA) and is pursuing refunds, although new tariffs have been initiated following a Supreme Court invalidation of IEEPA. Operating income fell 37% to $276.9 million, pressured by a $117.1 million increase in SG&A expenses linked to higher employee wages and brand community costs. Management is implementing an action plan in the Americas focused on product creation, activation, and a shift toward full-price selling. Liquidity remains robust with $1.5 billion in cash and cash equivalents, supplemented by a $600 million unsecured revolving credit facility, with $361.8 million utilized for share repurchases during the quarter. |
| Mar 17, 2026 | business | Lululemon athletica inc. designs, distributes, and retails technical athletic apparel, footwear, and accessories. In fiscal 2025, women’s products generated 63% of net revenue, followed by men’s (24%) and accessories (13%). Operating an omni-channel model, the company’s largest market is the Americas, representing 71% of 2025 net revenue ($7.85 billion, a 1.0% year-over-year decline). Growth is primarily driven by China Mainland, which grew 28.9% to $1.75 billion (16% of revenue), and the Rest of World segment, which grew 15.6% to $1.50 billion (13% of revenue). As of February 1, 2026, Lululemon operated 811 company-operated stores globally, though sales per square foot decreased to $1,426 from $1,574 in 2024. The company relies on an outsourced manufacturing model with 51 vendors; Vietnam is the primary manufacturing hub (40% of products), while Taiwan (34%) and China Mainland (29%) lead fabric sourcing. Lululemon faces intense competition from established and new athletic brands and experiences significant seasonality, with the fourth quarter generating approximately 37% of its 2025 operating profit. |
Source: SEC EDGAR filing text and events; period Aug 13, 2026; filed Aug 13, 2026.
LULU company research is available with Aerarium Pro (CAD $10/mo). The five showcase tickers (TSLA, NVDA, AAPL, AMZN, PLTR) and the macro dashboard stay free. Already a subscriber? Sign in to pick up where you left off.