Lululemon Athletica (LULU) Q4 2025 10-Q Quarterly Report

Filed: Dec 11, 2025Period ending Nov 2, 2025

Consumer Discretionary

Apparel & Other Finishd Prods of Fabrics & Similar MatlSEC EDGAR

Lululemon Athletica (LULU) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Dec 11, 2025 for the fiscal period ending Nov 2, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Lululemon Athletica Q4 2025 10-Q Analysis

Management Discussion & Analysis

• Total company-operated stores 796, up 29 from 767 last quarter
• US stores 378, increased by 4 from 374 last quarter

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Risk Factors

• New risk from CEO transition announced December 2025, effective January 31, 2026, with potential operational and reputational disruption during search and interim co-CEOs
• Updated regulatory risk from U.S. tariff increases since April 2025, and elimination of de minimis duty-free exemption effective May 2, 2025, raising product costs and pressuring margins

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Lululemon Athletica Q4 2025 Quarterly Financials
XBRL

Revenue

$2.6B

▲ +7.1% YoY▲ +1.6% QoQ

Net Income

$307M

▼ -12.8% YoY▼ -17.3% QoQ

Gross Margin

55.6%

▼ -291bp YoY▼ -293bp QoQ

Operating Margin

17.0%

▼ -349bp YoY▼ -376bp QoQ

Net Margin

12.0%

▼ -272bp YoY▼ -273bp QoQ

ROE

6.8%

▼ -201bp YoY

Total Assets

$8.0B

▲ +12.3% YoY

EPS (Diluted)

$2.59

▼ -9.4% YoY▼ -16.5% QoQ

Operating Cash Flow

$250M

▼ -16.9% YoY▼ -24.0% QoQ

Source: XBRL data from Lululemon Athletica Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.

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