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 hold (1 buy, 29 hold, 5 sell out of 35) with an average price target of $104.91.
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 | 7.64% |
| Vanguard Capital Management, LLC | 5.90% |
| Vanguard Portfolio Management, LLC | 4.36% |
| State Street Corp | 3.90% |
| Federated Hermes Inc | 3.13% |
| Geode Capital Management, LLC | 2.56% |
| Amvescap Plc. | 2.01% |
| Fidelity International Ltd | 1.75% |
| Document | Date |
|---|---|
| Board / officer change · Q3 FY2027 HEADLINE NUMBERS • Lululemon announced major leadership changes in a Form 8-K dated October 7, 2026. • Two new executive roles were created, effecti | 2026-10-07 |
| 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 |
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 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.