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Form 8-K · Current Report · Filed 2026-03-17

Lululemon Announces Fiscal 2025 Results and Provides Fiscal 2026 Guidance

Lululemon Athletica Inc. reported financial results for the fourth quarter and full year ended February 1, 2026. The company saw a 1% increase in net revenue for the fourth quarter to $3.6 billion, with a 17% increase in international net revenue but a 4% decrease in Americas net revenue. Diluted earnings per share for the fourth quarter were $5.01, down from $6.14 in the prior year. For the full year, net revenue increased 5% to $11.1 billion, with a 22% increase in international net revenue and a 1% decrease in Americas net revenue. Diluted earnings per share for the year were $13.26, down from $14.64 in the prior year. The company also opened 15 net new company-operated stores during the quarter, ending with 811 stores. Lululemon provided guidance for fiscal 2026, expecting net revenue to be in the range of $11.350 billion to $11.500 billion and diluted earnings per share to be in the range of $12.10 to $12.30.

Filer
Lululemon Athletica Inc. LULU · NASDAQ
Filed
Accession
0001397187-26-000019
CIK
0001397187
Signal
Medium impactConsumer Cyclical

Items reported

Item events

Reported Item

Earnings Beat General Statement New Major Contract

Market reaction

Close before filing

$159.91

Next session

+3.4%

Since filing

-25.7%

Latest close

$118.87

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Previous filings from LULU reporting the same item, with the next session's move:

About Lululemon Athletica Inc.

Lululemon Athletica Inc. is a renowned athletic apparel company that specializes in designing and retailing premium, technical athletic clothes. Originating in Vancouver, Canada, Lululemon has cultivated a brand that is synonymous with high-quality performance wear, catering primarily to athletic activities such as yoga, running, and other fitness pursuits. The company's innovative approach to fabric technology, fit, and functionality has made it a favorite among fitness enthusiasts and casual wearers alike. Lululemon's product offerings include a variety of apparel such as pants, shorts, tops, and accessories, extending also into lifestyle apparel, reflecting the company's broader appeal beyond just workout gear. With a significant global presence and a strong direct-to-consumer sales model, Lululemon plays a crucial role in the retail sector, influencing trends and standards in the specialized athletic wear industry. Its market significance is underscored by its strong brand loyalty and continuous expansion efforts into new markets and product categories, maintaining its position as a leader in the athletic apparel market.

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