LULU

lululemon athletica inc.

Ticker: LULUConsumer DiscretionaryApparel & TextilesS&P 500
HQ VANCOUVER, A1CIK 1397187FY end 02-02Book / share $41.95Shares 114M
Revenue (FY)
$11.10B+4.86%
TTM $11.09B
Op. margin
19.91%-3.75%
TTM 17.84%
Net income
$1.58B-12.97%
TTM $1.42B
Operating cash
$1.60B-29.49%
TTM $1.98B
Free cash flow
$921.68M-41.79%
TTM $1.35B
Return on equity
31.83%-10.14%
TTM 29.60%
Debt / equity
Shares outstanding
119.1M-3.93%
TTM 114.2M

The business

Lululemon athletica inc. (NASDAQ: LULU) operates as a designer, distributor, and retailer of technical athletic apparel, footwear, and accessories. The company's website is www.lululemon.com. Founded with a vision to create transformative products and experiences that build meaningful connections and unlock greater possibility and wellbeing, lululemon has established itself as a premium brand in the athletic apparel market through distinctive corporate culture and core values emphasizing personal responsibility, courage, connection, and inclusion.

The company operates in 30 countries organized into four regional markets: Americas, China Mainland, Asia Pacific, and Europe and the Middle East. Lululemon reports three segments: Americas, China Mainland, and Rest of World. In fiscal 2025, the Americas generated 71 percent of net revenue, China Mainland contributed 16 percent, and Rest of World accounted for 13 percent. The company's product portfolio comprises women's apparel at 63 percent of revenue, men's products at 24 percent, and accessories and other categories at 13 percent.

Lululemon operates an omni-channel retail model combining physical retail locations with e-commerce services through websites, region-specific platforms, third-party online marketplaces, and mobile applications. As of February 1, 2026, the company operated 811 company-operated stores globally, with 476 in the Americas, 172 in China Mainland, and 163 in Rest of World. The company also operates 58 outlet locations and maintains 45 retail locations operated by third parties under license and supply arrangements. The company employed approximately 39,000 people worldwide as of February 1, 2026.

Lululemon does not own or operate manufacturing facilities, instead working with approximately 51 product vendors and 65 fabric suppliers. Manufacturing is distributed across Vietnam, Cambodia, Sri Lanka, Indonesia, and Bangladesh, while fabrics originate primarily from Taiwan, China Mainland, South Korea, and Vietnam. The company distributes products from owned and leased distribution facilities in the United States, Canada, and Australia, supplemented by third-party logistics providers in other markets. Lululemon's competitive advantages include its premium brand positioning, technical product innovation, vertical retail distribution strategy, and community-based marketing approach that enables direct guest connection and brand control.

Sector
Consumer Discretionary
Industry
Apparel & Textiles
HQ
VANCOUVER, A1
FY end
02-02
CIK
1397187
SIC
2300
Financial performance · annual
20142026
$-1.11B$2.22B$5.55B$8.88B$12.21B2014201520162017201820192020202120222023202420252026TTMTTMTTM

Ownership

Who holds lululemon athletica inc. — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

636
funds hold it
3 of 35
superinvestors hold it
$4.14B
fund-held value
31.9%
of shares held by funds

Top fund holders

Fund% of fundValue
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%$378.72M
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.02%$309.68M
iShares MSCI USA Quality Factor ETF
QUAL · iShares Trust
0.38%$191.92M
Fidelity 500 Index Fund
FXAIX · Fidelity Concord Street Trust
0.02%$179.20M
iShares Core S&P 500 ETF
IVV · iShares Trust
0.02%$164.49M

Superinvestors in lululemon athletica inc.

Francois RochonDECREASED -9.7%
Giverny Capital
0.5%
Tweedy BrowneNEW
Tweedy, Browne
0.2%
Prem WatsaUNCHANGED
Fairfax Financial Holdings
0.1%

Share of each manager's reported 13F portfolio.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

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15 years of lululemon athletica inc.'s financials

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