US · Consumer Cyclical · Apparel Retail
EPS came in at 2.06 against a street estimate of 1.79 — a beat of 15.1%.
Analysts rate Lululemon Athletica Inc. a buy (19 buy, 14 hold, 3 sell out of 36) with an average price target of $106.39.
CAUTIOUS Lululemon cut FY26 guidance citing negative media sentiment in China, legging category weakness (-20% in Q2), and inconsistent product launch response. Management expects low-double-digit North America declines and high-single-digit China growth. New CEO arrives next week. Q2 2026 North America and China—lululemon's two largest markets—both facing headwinds. China's issues stem from reputational damage; North America reflects category weakness and inconsistent product reception. No analyst Q&A session transcribed. Call limited to management remarks on product weakness (leggings -20%), China reputational damage from media commentary and Great Wall event, and incoming CEO's strategic review. 2026-09-03…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.37% |
| Vanguard Capital Management, LLC | 6.10% |
| Vanguard Portfolio Management, LLC | 4.55% |
| State Street Corp | 3.98% |
| FMR Inc | 3.79% |
| Federated Hermes Inc | 3.19% |
| Geode Capital Management, LLC | 2.73% |
| Morgan Stanley - Brokerage Accounts | 1.61% |
| Document | Date |
|---|---|
| Board / officer change · Q3 FY2027 LULULEMON ATHLETICA INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • No financial or operational metrics disclosed in this filing • Board size increased f | 2026-09-14 |
| Quarterly report · Q3 FY2027 LULULEMON ATHLETICA INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Revenue Q2 2026: $2,415.6 million (down 4.3% vs Q2 2025: $2,525.2 million) • | 2026-09-03 |
| Results announced · Q3 FY2027 LULULEMON ATHLETICA INC. – Q2 FISCAL 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net revenue decreased 4% to $2.4 billion (down 5% on constant dollar b | 2026-09-03 |
| Company announcement · Q3 FY2027 LULULEMON ATHLETICA INC. - 8-K FILING SUMMARY August 13, 2026 --- OTHER NOTABLE POINTS • Chief AI & Technology Officer departure: Ranju Das ceased | 2026-08-13 |
| Board / officer change · Q2 FY2027 LULULEMON ATHLETICA INC. (LULU) - FORM 8-K SUMMARY HEADLINE NUMBERS • Board size increased from 9 to 11 members as of June 25, 2026 • Two new indepe | 2026-06-26 |
| Quarterly report · Q2 FY2027 LULULEMON ATHLETICA INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Revenue: $2,471.6 million (Q1 2026) vs. $2,370.7 million (Q1 2025) — increase | 2026-06-04 |
| Results announced · Q2 FY2027 LULULEMON ATHLETICA INC. – Q1 FISCAL 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net revenue: $2.5 billion, up 4% reported (up 2% constant currency) • | 2026-06-04 |
| Annual report FY2026 LULULEMON ATHLETICA INC. – INVESTOR SUMMARY Fiscal Year Ended February 1, 2026 --- HEADLINE NUMBERS • Total Net Revenue FY2025: $11.1 billion (comp | 2026-03-17 |
Readable in the app.
| Announcement | Date |
|---|---|
| Revenue and earnings expectations updated for Q4 fiscal 2025 Lululemon issued an 8-K on January 12, 2026, disclosing that it updated its revenue and earnings expectations for Q4 2025 (fiscal quarter ending February 1, 2026). However, this filing itsel | 2026-01-12 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Lululemon Athletica Inc. — free to start.
Google PlayApp StoreData updated 2026-09-18.