Lululemon Athletica Inc
shop.lululemon.comWhat Do They Do?
Sells technical athletic apparel, footwear, and accessories to athletes and people pursuing active lifestyles.
10-K for FY2025, filed Mar 17, 2026 10-K for FY2022, filed Mar 28, 2023Our guests seek a combination of performance, style, and sensation in their athletic apparel, choosing products that allow them to feel…View ↗
How Do They Make Money?
Shoppers pay at the register for store purchases; online customers and wholesale buyers pay when they receive products. Other revenue comes from product sales to licensees, royalties, and digital-content subscriptions.
10-K for FY2025, filed Mar 17, 2026
-
10-K for FY2025, filed Mar 17, 2026
FY2025 revenue by product or service ↗
$11.1B
-
10-K for FY2025, filed Mar 17, 2026
$11.1B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Women's apparel
Sold outright
10-K for FY2025, filed Mar 17, 2026 |
63% |
Women's apparel, FY2025
$7B Sources
|
Sold outright |
|
Men's apparel
Sold outright
10-K for FY2025, filed Mar 17, 2026 |
24% |
Men's apparel, FY2025
$2.7B Sources
|
Sold outright |
|
Accessories and other categories
Mix
10-K for FY2025, filed Mar 17, 2026 |
13% |
Accessories and other categories, FY2025
$1.4B Sources
|
Mix |
Who Are Their Customers?
Guests shop in company-operated stores, on the company's websites and apps, and through online marketplaces. Wholesale buyers include fitness studios, athletic organizations, corporate buyers, university campus retailers, and other partner organizations.
10-K for FY2025, filed Mar 17, 2026We operate a combination of physical retail locations and e-commerce services via our websites, other region-specific websites, third-party…View ↗
We generate net revenue in the Americas through our lululemon branded retail locations which include different sizes of company-operated…View ↗
E-commerce: We believe e-commerce is convenient for our guests and also allows us to reach and serve guests in markets beyond where our…View ↗
Temporary locations - Our seasonal stores and pop-ups are typically opened for a short period of time, enabling us to serve guests during…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 14 cents of every revenue dollar as net income in FY2025 and turned 8 cents into free cash flow.
10-K for FY2025, filed Mar 17, 2026
$2.2BView ↗
10-K for FY2025, filed Mar 17, 2026
$1.6BView ↗
10-K for FY2025, filed Mar 17, 2026
$921.7MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q2 FY2026, filed Sep 3, 2026
$329.2MView ↗
- ▼ −11%
- vs $370.9M in Q2 FY2025
10-Q for Q2 FY2026, filed Sep 3, 2026
Open tableView ↗
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Sep 8, 2026
Heidi O’Neill became chief executive officer
Sources
8-K, filed Sep 14, 2026
As previously announced, on September 8, 2026, Ms. O’Neill commenced service as Chief Executive Officer. In connection with Ms. O’Neill’s…View ↗
-
Sep 3, 2026
Company issued full-year revenue and earnings guidance
For 2026, it expects net revenue of $10.350 billion to $10.500 billion, a decline of 5% to 7%, and diluted earnings per share of $9.48 to $9.73.
Sources
8-K, filed Sep 3, 2026
For 2026, the Company now expects net revenue to be in the range of $10.350 billion to $10.500 billion, representing a decline of 5% to 7%.…View ↗
Growing. Revenue grew 77% in 4 years, from $6.3B in FY2021 to $11.1B in FY2025, about 15% a year.
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