Company Dossier · Consumer Discretionary
Lululemon Athletica
- S&P 500
- Russell 1000
What Lululemon Athletica is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to August 2, 2026: $11.1 billion, up 1.7% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to August 2, 2026: $1.35 billion, up 15% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to August 2, 2026: $0.63 billion, down 15% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to February 1, 2026: $1.18 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (September 3, 2026): sentiment -0.60 on a −1 to +1 scale (negative), confidence 0.40 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 1 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed March 17, 2026): 3 risk factors added, 5 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q2 2026: $0.9 million on the open market.SEC Form 4
- 853 institutional managers reported a position at June 30, 2026 (−105 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 12 (6 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Lululemon Athletica is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Retrenching · Hedging
Expanding ↔ Retrenching
Retrenching
- Capital spending8th pct
- Debt raised—
- Buybacks vs capex44th pct
- Hiring filings47th pct
- Deals and private raises48th pct
- Patent publications7th pct
Confident ↔ Hedging
Hedging
- Call sentiment1st pct
- Call confidence6th pct
- Guidance changes4th pct
- Risk factors added12th pct
- Insider open-market trades97th pct
- − Call sentiment
- − Guidance changes
- − Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver65th pct
- Stress filings50th pct
Credit
How these are built →No bond term sheets or tagged debt on file for Lululemon Athletica yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Lululemon Athletica, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralNike (NKE) vs Lululemon (LULU): Which is a Better Stock to Buy?
insidermonkey.com · via Marketaux · Oct 2, 2026
- NegativeLululemon (LULU) Delays Board Appointment Deadline Amid Founder Settlement
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 13, 2026Patent
- Oct 13, 2026PatentPatent granted: ALIGNMENT MATUS 12758817
- Oct 7, 20268-KDirector or officer changeItem 5.02
- Sep 15, 2026Patent
- Sep 15, 2026Patent
- Sep 14, 20268-KDirector or officer changeItem 5.02
- Sep 8, 2026Patent
- Jun 26, 20268-KDirector or officer changeItem 5.02
- Jun 26, 20268-KShareholder vote resultsItem 5.07
- May 27, 20268-KMaterial agreement signedItem 1.01
- Apr 28, 20268-KDirector or officer changeItem 5.02
- Apr 22, 20268-KDirector or officer changeItem 5.02
- Mar 17, 20268-KDirector or officer changeItem 5.02
- Mar 17, 202610-KAnnual report (10-K)3 risk factors added, 5 removed
- Dec 11, 20258-KDirector or officer changeItem 5.02
- Nov 21, 20258-KDirector or officer changeItem 5.02
- Oct 21, 20258-KMaterial agreement signedItem 1.01
- Jul 23, 2025Risk event
- Jun 23, 2025Risk event
- Jun 17, 20258-KShareholder vote resultsItem 5.07
- Mar 27, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Mar 21, 202410-KAnnual report (10-K)0 risk factors added, 3 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Nike Inc. NKE | $45.9B | $2.1B | Aug 31, 2026 |
| Autoliv ALV | $11.1B | $0.8B | Jun 30, 2026 |
| Mohawk Industries MHK | $11.2B | $0.8B | Jul 4, 2026 |
| Toll Brothers TOL | $10.8B | $1.1B | Jul 31, 2026 |
| Caesars Entertainment CZR | $11.7B | $0.6B | Jun 30, 2026 |
| eBay Inc. EBAY | $12.0B | $2.4B | Jun 30, 2026 |
| Norwegian Cruise Line Holdings NCLH | $10.2B | −$1.2B | Jun 30, 2026 |
| Burlington Stores BURL | $12.2B | $0.4B | Aug 1, 2026 |