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Companies / Consumer Discretionary / Lululemon Athletica
LULU

Lululemon Athletica

Consumer DiscretionaryApparel & TextilesS&P 500
Ticker LULUVANCOUVER, A1Fiscal year ends JanuaryBook value per share $41.95Diluted shares 114.2M

lululemon athletica inc. (Nasdaq: LULU) designs, distributes, and retails technical athletic apparel, footwear, and accessories under the lululemon brand for customers shopping in stores and through digital channels. Its apparel serves activities including yoga, running, and training, as well as everyday movement; in… From the company’s description.

In fiscal 2026, Lululemon Athletica reported revenue of $11.10B, up 4.9% from fiscal 2025, and net income of $1.58B. Its operating margin was 19.9%, and operations generated $1.60B in cash. Over the twelve months to Aug 2, 2026, revenue was $11.09B.

Fiscal year 2026 · ends 01-31Changes are against fiscal 2025The amber dot is the latest twelve months, to 2026-08-02
Sales & profitability
$11.10BFY2026
+4.9% year over year
Last 12 mo $11.09B
19.91%FY2026
−3.8 percentage points
Last 12 mo 17.84%
$1.58BFY2026
−13.0% year over year
Last 12 mo $1.42B
31.83%FY2026
−10.1 percentage points
Last 12 mo 29.60%
Cash & financing
$1.60BFY2026
−29.5% year over year
Last 12 mo $1.98B
$921.68MFY2026
−41.8% year over year
Last 12 mo $1.35B
—
119.1MFY2026
−3.9% year over year
Last 12 mo 114.2M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Lululemon Athletica does

In the company’s own words

lululemon athletica inc. (Nasdaq: LULU) designs, distributes, and retails technical athletic apparel, footwear, and accessories under the lululemon brand for customers shopping in stores and through digital channels. Its apparel serves activities including yoga, running, and training, as well as everyday movement; in fiscal 2025, women’s products accounted for 63% of net revenue, men’s 24%, and accessories and other categories 13%. The company reports three segments: Americas, China Mainland, and Rest of World, comprising Asia Pacific and Europe and the Middle East. The Americas generated 71% of fiscal 2025 net revenue, China Mainland 16%, and Rest of World 13%. It sells through company-operated stores, e-commerce, mobile apps, third-party marketplaces, wholesale partners, outlets, and its Like New resale program. At February 1, 2026, lululemon operated 811 stores and employed approximately 39,000 people; it served markets in 30 countries. Its website is www.lululemon.com.

Company details
Sector
Consumer Discretionary
Industry (SIC)
Apparel & Textiles
Headquarters
VANCOUVER, A1
Fiscal year end
January
CIK
1397187
SIC
2300

Financial performance, year by year

Fiscal 2014–2026 · USD
$-1.11B$2.22B$5.55B$8.88B$12.21B2014201520162017201820192020202120222023202420252026Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Lululemon Athletica — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

636
funds hold it
3 of 35
superinvestors hold it
$4.14B
held by funds, at market
31.9%
of shares held by funds

Superinvestors in Lululemon Athletica · what they did last quarter

Francois RochonDECREASED -9.7%
Giverny Capital
0.5%of 13F portfolio
Tweedy BrowneNEW
Tweedy, Browne
0.2%of 13F portfolio
Prem WatsaUNCHANGED
Fairfax Financial Holdings
0.1%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Lululemon Athletica’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.02%of fund net assets
—of fund net assets
Fidelity 500 Index Fund
FXAIX · Fidelity Concord Street Trust
0.02%of fund net assets
iShares Core S&P 500 ETF
IVV · iShares Trust
0.02%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

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.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Lululemon Athletica and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Lululemon Athletica's earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Lululemon Athletica's last four quarterly filings that the numbers alone won't show?”
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