Short answer
Lululemon Athletica (LULU) filed its Q3 2026 10-Q quarterly report on Sep 3, 2026 for the quarter ended Aug 2, 2026. Quarterly revenue was $2.4B (down 4.3% year over year) with net income of $329M.
Q3 2026 key financials · XBRL
- Revenue
- $2.4B
- −4.3% YoY · −2.3% QoQ
- Net income
- $329M
- −11.2% YoY · +68.8% QoQ
- Operating margin
- 18.8%
- Gross margin
- 60.5%
- EPS (diluted)
- $2.90
- −6.5% YoY · +71.6% QoQ
Source: XBRL data from the Lululemon Athletica (LULU) Q3 2026 10-Q on SEC EDGAR. USD.
Lululemon Athletica Q3 2026 10-Q analysis
AI summary of MD&A and risk factor updates
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
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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