Lululemon Athletica
Designs technical athletic apparel, footwear, and accessories for movement through direct retail channels.
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Profile
Designs technical apparel, footwear, and accessories for yoga, running, training, and everyday movement, selling mainly through its own stores and e-commerce. Women's apparel and the Americas anchor revenue, while international expansion and an outsourced Asian supply chain shape the business.
Designs and sells technical athletic apparel, footwear, and accessories for yoga, running, training, and everyday movement. Women's apparel remains the core category, alongside men's collections and accessories such as bags and fitness gear. Products reach customers mainly through company-operated stores and e-commerce, supported by outlets, wholesale partners, and licensed locations.
Links researchers, designers, athletes, ambassadors, and customer feedback to develop proprietary fabrics, fit, and functional features. The Americas generates most revenue, while China Mainland, Asia Pacific, Europe, and the Middle East extend the store and digital network. Current execution emphasizes more product newness and faster development. Owns no manufacturing facilities and relies on a limited group of Asian manufacturers and fabric suppliers.
Company facts
Categories
Key statistics
Year to date −42.7% · Average volume (30d) 2.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | Goldman Sachs | Reiterate | Neutral | $286 | $111 | |
| Aug 25, 2026 | UBS | Reiterate | Neutral | $206 | $120 | |
| Jul 16, 2026 | Truist Financial | Target | $115 | $94 | ||
| Jul 16, 2026 | Truist Securities | Downgrade | Hold | Sell | ||
| Jul 6, 2026 | Morgan Stanley | Target | $329 | $93 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 4, 2026Q1 FY26 | $1.67 | $1.69 | +1.2% | $2.44B | $2.47B | +1.4% | −8.56% |
| Mar 17, 2026Q4 FY25 | $4.79 | $5.01 | +4.6% | $3.58B | $3.64B | +1.8% | +3.84% |
| Dec 11, 2025Q3 FY25 | $2.22 | $2.59 | +16.7% | $2.48B | $2.57B | +3.4% | +9.60% |
| Sep 4, 2025Q2 FY25 | $2.91 | $3.10 | +6.5% | $2.53B | $2.53B | −0.3% | −18.58% |
Financial highlights
| 12 quarters | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.61B | $2.37B | $2.53B | $2.57B | $3.64B | $2.47B | |
| Gross profit | $2.18B | $1.38B | $1.48B | $1.43B | $2.00B | $1.34B | |
| Operating income | $1.04B | $438.6M | $523.8M | $435.9M | $803.5M | $276.9M | |
| Net income | $748.4M | $314.6M | $370.9M | $306.8M | $586.9M | $195.0M | |
| Diluted EPS | $6.14 | $2.60 | $3.10 | $2.59 | $4.97 | $1.69 | |
| Gross margin | 60.4% | 58.3% | 58.5% | 55.6% | 54.9% | 54.2% | |
| Operating margin | 28.9% | 18.5% | 20.7% | 17.0% | 22.1% | 11.2% |
Fiscal years (4-quarter sums)FY21 $6.26B · FY22 $8.11B · FY23 $9.62B · FY24 $10.59B · FY25 $11.10B
Revenue by product · Q1 FY26
Revenue by geography · Q1 FY26
Balance sheet, May 3, 2026Cash & short-term investments $1.51B · Total debt $2.14B · Total assets $8.53B · Shareholders' equity $4.83B
Dividends
No dividends on record.
Ownership
Shares outstanding 113.55M · Float 103.41M · 91.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Dennis J. Wilson | 9.58M | 8.40% | 13D | Aug 3, 2026 |
| BlackRock, Inc. | 8.85M | 7.79% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 6.83M | 6.01% | 13F | Aug 13, 2026 |
| G1 Execution Services, LLC | 6.49M | 5.70% | 13G | Nov 13, 2025 |
| Vanguard Portfolio Management LLC | 5.05M | 4.45% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 15, 2026 | Charles V. Bergh | director | +4,275 | $117.05 |
| Apr 8, 2026 | Nicole Neuburger | officer: Chief Brand Officer | −622 | $161.00 |
| Apr 1, 2026 | Andre Maestrini | officer: Pres, CCO & Interim Co-CEO | +3,275 | $151.02 |
| Mar 20, 2026 | Charles V. Bergh | director | +6,090 | $164.20 |
| Dec 30, 2025 | Meghan Frank | officer: Chief Financial Officer | −2,658 | $211.37 |
Peers
- Nike
Broad sportswear scale across footwear, apparel, and training
- Gap
Athleta is a direct premium women's activewear alternative
- Under Armour Class A
Performance apparel and footwear challenger in training and sport
- Deckers Brands
HOKA pressures running footwear, fitness, and lifestyle expansion
- On
Premium running challenger expanding from shoes into apparel
- Amer Sports
Arc'teryx and Salomon add premium technical apparel and footwear overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lululemon Athletica | $121.20 | +0.33% | $13.72B | 9.8 | 11.2 | 1.2 | +4.3% |
| Nike | $39.55 | −0.10% | $58.60B | 18.9 | 23.3 | 1.3 | −1.1% |
| Gap | $23.48 | −0.04% | $8.45B | 7.1 | 9.8 | 0.6 | −2.0% |
| Under Armour Class A | $5.13 | +1.18% | $2.17B | — | 64.3 | 0.4 | −3.2% |
| Deckers Brands | $88.07 | +0.36% | $11.95B | 12.5 | 11.5 | 2.2 | +5.7% |
| On | $28.93 | +0.24% | $9.62B | 19.6 | 14.7 | 2.4 | +11.6% |
| Amer Sports | $30.90 | −0.53% | $17.96B | 32.7 | 22.2 | 2.4 | +32.1% |
| Median | 18.9 | 18.5 | 1.7 | +2.3% |