LULU at a glance
Lululemon Athletica (LULU, SEC CIK 1397187) filed its latest 10-K annual report on March 17, 2026, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as September 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended February 1, 2026 (FY2026), Lululemon Athletica (LULU) reported revenue of $11.1 billion (up 4.9% from FY2025) and net income of $1.6 billion. Diluted EPS was $13.26.
- As of June 30, 2026, 38 institutional investment managers tracked by SignalX reported holding Lululemon Athletica (LULU) shares worth $4.6 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $11.1B
- +4.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 38 funds
- $4.6B · −5 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 5.02 · Item 5.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Feb 1, 2026
Business Overview
- Designer/retailer of technical athletic apparel via vertical retail omni-channel model across 30 countries, ~700+ company-operated stores
- China Mainland standout: revenue +28.9% YoY to $1.75B, now 16% of total; most new store openings planned there in 2026
- Americas revenue declined 1.0% YoY to $7.85B; sales per sq ft fell to $1,426 from $1,574: notable deterioration in core market
- Launched "Impact Agenda 2030" with $75M invested in community wellbeing equity; ~39,000 employees as of Feb 2026
- Acquired Mexico licensed stores outright (Sept 2024), internalizing previously third-party-operated lululemon locations
Risk Factors
- Taiwan fabric concentration: ~34% of fabric sourced from Taiwan; military conflict or trade disruption could critically impair materials supply
- CEO vacancy since Jan 31, 2026; interim co-CEOs installed during permanent search, creating leadership uncertainty and stakeholder concern
- U.S. tariff escalation post-April 2025 and de minimis exemption eliminated May 2, 2025; majority of U.S. e-commerce orders fulfilled from Canadian distribution centers, now subject to new duties
- CRA withdrew from bilateral APA negotiations Oct 2025; transfer pricing now exposed to audit risk, potentially altering profit allocation and effective tax rate
- "Dupe" product proliferation via social media eroding brand premium; limited patents on fabrics and manufacturing processes leave lululemon with minimal IP protection
Management Discussion & Analysis
- Revenue $11.1B, up 5% YoY ($514M increase); international +22%, Americas -1%; China Mainland +29%
- Operating margin 19.9% vs 23.7%; gross margin 56.6% vs 59.2%; tariffs/de minimis removal cost ~$275M gross profit
- Best segment: China Mainland, segmented operating margin 40.0% vs 37.5%, revenue +29%; Worst: Americas, segmented operating margin 32.6% vs 38.0%, revenue -1%
- Operating cash flow $1.6B vs $2.3B; capex guidance $725M–$745M for 2026; repurchased 5.0M shares for $1.2B; $1.0B buyback authorization added Dec 2025
- Mgmt expects continued gross margin and operating margin decline in 2026 from tariffs; $216M remitted under IEEPA with uncertain refund recovery
AI summary of the LULU 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 2, 2026
Risk Factors
- New tariff risk triggered by 2026 U.S. policy volatility, including de minimis removal and replacement tariffs after IEEPA invalidation
- Tariff refunds: $230 million paid under IEEPA, with $134.5 million received during second quarter 2026
- Regulatory and litigation exposure from tariff-related consumer class actions and potential government reimbursement claims
- CEO transition risk following January 31, 2026 departure and September 8, 2026 appointment of Heidi O’Neill
- Competitive risk from AI-enabled shopping tools and imitation products weakening brand differentiation and pricing power
AI summary of the LULU 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Heidi O’Neill appointed Class II director effective September 8, 2026
- Board expanded from 11 to 12 members, aligning governance with new CEO leadership
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Immediate bylaw changes update Delaware-law compliance and corporate governance procedures
- Revised nomination and proposal rules, including SEC universal proxy alignment, affecting shareholder participation
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results released for quarter ended August 2, 2026
- Management conference call scheduled September 3, 2026 at 4:30 p.m. Eastern
Item EX-99.1: Item EX-99.1
- Q2 revenue fell 4% to $2.4B, with comparable sales down 9%; Americas weakness drove the deterioration
- International revenue rose 4%, while Americas revenue declined 8%, highlighting uneven geographic performance
Item 8.01: Other Events
- Ranju Das departed as Chief AI & Technology Officer on August 13, 2026
- Technology and AI responsibilities subject to transition plans, limiting immediate operational disruption
AI summaries of LULU 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LULU
Don't miss the next LULU filing
- Alerts as it files. A push when LULU files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut LULU, by share count.
- Ask anything. An AI agent that reads every LULU filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| O'NEILL HEIDI | A | Sep 9, 2026 | 28,079 | - |
| O'NEILL HEIDI | A | Sep 9, 2026 | 40,223 | - |
| O'NEILL HEIDI | A | Sep 9, 2026 | 105,295 | - |
| Mahe Isabel | A | Jun 25, 2026 | 1,606 | - |
| MORFITT MARTHA A M | A | Jun 25, 2026 | 1,606 | - |
| Henry Kathryn | A | Jun 25, 2026 | 1,606 | - |
| Bergh Charles V | A | Jun 25, 2026 | 1,606 | - |
| McNeill Jon | A | Jun 25, 2026 | 1,606 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $10.6B | $11.1B |
| Gross Profit | - | $6.3B | $6.3B |
| Operating Income | - | $2.5B | $2.2B |
| Net Income | - | $1.8B | $1.6B |
| Gross Margin | - | 59.2% | 56.6% |
| Op. Margin | - | 23.7% | 19.9% |
| Net Margin | - | 17.1% | 14.2% |
| Balance Sheet | |||
| Total Assets | $7.1B | $7.6B | $8.5B |
| Equity | - | $4.3B | $5.0B |
| ROE | - | 42.0% | 31.8% |
| Per Share | |||
| EPS | - | $14.64 | $13.26 |
| Cash Flow | |||
| Operating CF | - | $2.3B | $1.6B |
| CapEx | $651.9M | $689.2M | $680.8M |
Source: XBRL data in Lululemon Athletica (LULU)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LULU share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 38 | $4.58B |
| Q1 2026 | 43 | $6.83B |
| Q4 2025 | 38 | $11.32B |
| Q3 2025 | 40 | $10.21B |
| Q2 2025 | 40 | $13.62B |
| Q1 2025 | 39 | $13.55B |
| Q4 2024 | 39 | $15.07B |
| Q3 2024 | 31 | $4.41B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 308 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LULU filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 4 | Sep 11, 2026 | - | - | - |
| 10-Q | Sep 3, 2026 | Aug 2, 2026 | Analysis | |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 8-K | Jun 26, 2026 | - | Analysis | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 10-Q | Jun 4, 2026 | May 3, 2026 | Analysis | |
| 8-K | May 27, 2026 | - | Analysis | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
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LULU SEC filings: frequently asked questions
Which institutions hold LULU stock?
As of June 30, 2026, the largest Lululemon Athletica (LULU) holders among the 13F filers tracked by SignalX were BlackRock ($1.0 billion), Vanguard Capital Management LLC ($779.9 million), Vanguard Portfolio Management LLC ($576.4 million), State Street Corp ($515.8 million), Invesco Ltd ($266.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LULU's revenue in fiscal year 2026?
For the fiscal year ended February 1, 2026 (FY2026), Lululemon Athletica (LULU) reported revenue of $11.1 billion (up 4.9% from FY2025) and net income of $1.6 billion. Diluted EPS was $13.26. The figures come from the XBRL data in the 10-K.
What are the main risks in LULU's latest 10-K?
In the 10-K filed March 17, 2026, Lululemon Athletica (LULU) flagged: Taiwan fabric concentration: ~34% of fabric sourced from Taiwan; military conflict or trade disruption could critically impair materials supply. CEO vacancy since Jan 31, 2026; interim co-CEOs installed during permanent search, creating leadership uncertainty and stakeholder concern. (AI summary of the Risk Factors section.)
What did LULU report in its latest 8-K?
Lululemon Athletica (LULU) filed an 8-K on September 14, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 5.03 (Amendments to Articles of Incorporation or Bylaws). Heidi O’Neill appointed Class II director effective September 8, 2026.
What are the latest LULU SEC filings?
Lululemon Athletica (LULU) filed its latest 10-K annual report on March 17, 2026, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on September 11, 2026.
What is LULU's SEC CIK number?
Lululemon Athletica (LULU)'s SEC Central Index Key (CIK) is 1397187. EDGAR lists every LULU filing under that number.
Ask anything about LULU
The research agent reads LULU's filings, financials, insider trades and 13F holders, then answers with sources.