LULU Lululemon Athletica
Q4 2025 10-Q
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.
AI Filing AnalysisQ4 2025 10-Q
Management Discussion & Analysis
- • Total company-operated stores 796, up 29 from 767 last quarter
- • US stores 378, increased by 4 from 374 last quarter
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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