Business
lululemon designs, distributes and sells technical athletic apparel, footwear and accessories through 811 company-operated stores, e-commerce and other channels, with the Americas still producing most of its revenue.
China and Rest of World carried lululemon's growth while the Americas shrank and tariffs cut into margins.
The read at a glance✓ Audited against SEC data
- Growth — Revenue +4.9% to $11.10B; Americas down 1%Note
- Profitability — Operating margin 19.9%, down 376 bpsWatch
- Cash quality — Free cash flow $921.7M, down 41.8%Watch
- Balance sheet — $1.81B cash at year end, down from $1.98BNote
- Accounting — No manipulation flag; earnings quality 81.6Note
- Leadership — New CEO from September 8, 2026 after a proxy contestWatch
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.
- Heidi O'Neill · Chief Executive Officer · appointmenteff. 2026-09-08
- Laura Gentile · directors · appointmenteff. 2026-06-24
- Esi Eggleston Bracey · Director · appointmenteff. 2026-04-28
Latest filings
- 8-K · Company announcement2026-09-14
- 10-Q · Quarterly report2026-09-03
- 8-K · Company announcement2026-09-03
- 8-K · Company announcement2026-08-13
- 8-K · Company announcement2026-06-26
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- Watch🔒
- 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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