Business
lululemon designs, distributes, and retails technical athletic apparel, footwear, and accessories through stores, ecommerce, apps, and regional marketplaces across 30 countries.
International growth is masking Americas softness and weaker cash conversion.
The read at a glance✓ Audited against SEC data
- Growth — +15% revenue to $11.1B; Americas down 1%Note
- Profitability — $2.2B operating income; margin fell to 19.9%Watch
- Cash quality — $922M FCF, down 44%Watch
- Balance sheet — $8.5B assets vs $3.5B liabilities; cash not parsedNote
- Accounting — Distress-safe · M/EQ not computed · clean auditNote
- International — China +29%; Rest of World +16%OK
Where the revenue comes from
Fiscal 2025, as lululemon athletica inc. reports it. History and quarterly detail are in the app.
- Americas$7.8B
- China Mainland$1.8B
- Rest of World$1.5B
Leadership changes
From lululemon athletica inc.'s own filings, the day they're filed.
- Laura Gentile · directors · appointmenteff. 2026-06-24
- Esi Eggleston Bracey · Director · appointmenteff. 2026-04-28
- Chip Bergh · President · appointmenteff. 2026-03-17
Latest filings
- 10-Q · Quarterly report2026-09-03
- 8-K · Company announcement2026-09-03
- 8-K · Company announcement2026-08-13
- 8-K · Company announcement2026-06-26
- 10-Q · Quarterly report2026-06-04
In the full recordFree for 14 days
- ✦ What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- ✦ Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about lululemon athletica inc., every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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