Short answer
Lululemon Athletica (LULU) filed its Q2 2026 10-Q quarterly report on Jun 4, 2026 for the quarter ended May 3, 2026. Quarterly revenue was $2.5B (up 4.3% year over year) with net income of $195M.
Q2 2026 key financials · XBRL
- Revenue
- $2.5B
- +4.3% YoY
- Net income
- $195M
- −38.0% YoY
- Operating margin
- 11.2%
- Gross margin
- 54.2%
- EPS (diluted)
- $1.69
- −35.0% YoY
Source: XBRL data from the Lululemon Athletica (LULU) Q2 2026 10-Q on SEC EDGAR. USD.
Lululemon Athletica Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Risk Factors
- New tariff exposure triggered by 2025 U.S. policy changes, including de minimis elimination and higher duties
- $230 million paid under invalidated IEEPA tariffs, with refund recovery uncertain
- CEO transition risk following January 31, 2026 departure and interim co-CEO leadership until September 8, 2026
- AI-enabled shopping tools may weaken lululemon’s control over product discovery and brand loyalty
- Taiwan-sourced technical fabrics exposed to conflict, embargo, or regional supply disruption
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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