Lululemon Athletica (LULU)
Designs technical athletic apparel, footwear, and accessories for movement through direct retail channels.
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Designs technical apparel, footwear, and accessories for yoga, running, training, and everyday movement, selling mainly through its own stores and e-commerce. Women's apparel and the Americas anchor revenue, while international expansion and an outsourced Asian supply chain shape the business.
Designs and sells technical athletic apparel, footwear, and accessories for yoga, running, training, and everyday movement. Women's apparel remains the core category, alongside men's collections and accessories such as bags and fitness gear. Products reach customers mainly through company-operated stores and e-commerce, supported by outlets, wholesale partners, and licensed locations.
Links researchers, designers, athletes, ambassadors, and customer feedback to develop proprietary fabrics, fit, and functional features. The Americas generates most revenue, while China Mainland, Asia Pacific, Europe, and the Middle East extend the store and digital network. Current execution emphasizes more product newness and faster development. Owns no manufacturing facilities and relies on a limited group of Asian manufacturers and fabric suppliers.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 8, 2026 | BMO Capital | Initiate | Rating: —Target: $384 | Target: $70 |
| Sep 4, 2026 | Bernstein | Reiterate | Rating: —Target: $145 | Target: $115 |
| Sep 4, 2026 | Robert W. Baird | Target | Target: $210 | Target: $115 |
| Sep 4, 2026 | Stifel Nicolaus | Target | Target: $134 | Target: $100 |
| Sep 4, 2026 | Piper Sandler | Reiterate | Rating: —Target: $110 | Target: $80 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 2, 2026Cash & short-term investments $1.39B · Total debt $2.14B · Total assets $8.48B · Shareholders' equity $4.79B
- Revenue
- $2.42B
- Operating income
- $453.7M
- Net income
- $329.2M
No dividends on record.
| Institutions | 80.20% | 84.69M shares | |
|---|---|---|---|
| 931 holders · as of Jun 30, 2026 | |||
| Insiders | 9.43% | 9.95M shares | |
| 20 holders · as of Sep 3, 2026 | |||
| Strategic holders | 12.32% | 13.01M shares | |
| 2 holders · as of Nov 13, 2025 | |||
| Adds to | 101.95% | ||
105.59M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 101.95%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Dennis J. Wilson1Insider | 9.06% | 9.57M | filed Sep 3, 2026 |
BlackRock, Inc.Institution | 8.38% | 8.85M | as of Jun 30, 2026 |
T. Rowe Price Associates, Inc.Institution | 8.16% | 8.61M | filed Feb 14, 2022 |
Vanguard Capital Management LLCInstitution | 6.47% | 6.83M | as of Jun 30, 2026 |
BlackRock, Inc.Strategic | 6.18% | 6.52M | filed Feb 1, 2022 |
- Dennis J. Wilson's transaction reports restate only vehicles that traded; the 2026 ownership statement (9.57M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 15, 2026 | Charles V. Bergh | director | +4,275 | $117.05 |
| Apr 8, 2026 | Nicole Neuburger | officer: Chief Brand Officer | −622 | $161.00 |
| Apr 1, 2026 | Andre Maestrini | officer: Pres, CCO & Interim Co-CEO | +3,275 | $151.02 |
| Mar 20, 2026 | Charles V. Bergh | director | +6,090 | $164.20 |
| Dec 30, 2025 | Meghan Frank | officer: Chief Financial Officer | −2,658 | $211.37 |
- Nike
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- On
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- Amer Sports
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lululemon Athletica | $102.86 | −0.84% | $11.78B | 8.5 | 12.6 | 1.1 | −4.3% |
| Nike | $36.19 | +0.24% | $53.42B | 17.2 | 21.9 | 1.2 | −1.1% |
| Gap | $21.59 | +0.58% | $7.73B | 6.4 | 8.5 | 0.5 | −2.0% |
| Under Armour Class A | $4.64 | −2.11% | $2.02B | — | 58.7 | 0.4 | −3.2% |
| Deckers Brands | $79.46 | −0.46% | $10.87B | 11.3 | 10.4 | 2.0 | +5.7% |
| On | $30.57 | +4.01% | $9.80B | 20.3 | 16.2 | 2.5 | +11.6% |
| Amer Sports | $27.14 | −1.86% | $15.99B | 29.1 | 19.0 | 2.2 | +32.1% |
| Median | 17.2 | 17.6 | 1.6 | +2.3% |