lululemon athletica inc.
lululemon athletica inc. (LULU) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
• Lululemon now trades at roughly 8 times operating income, in the lower half of its apparel-peer multiple range, on a stock that has fallen to an eight-year low after a guidance cut [Source: Lululemon Q1 fiscal 2026 earnings release, June 2026]. • The defining risk is its home market: Americas net revenue fell 3% in Q1 to $1.6 billion and dropped to 66% of total revenue from 71% a year earlier, while the FY2025 10-K notes the Americas ⟦"represented 75% of our total net revenue"⟧ in the prior ye
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916 institutional managers reported holding LULU in 13F filings for the quarter ended 2026-03-31. Together they hold about 70% of the company; the top 10 hold 38%. 128 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 8.7M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (1.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LULU has cut its share count 11.2% over the past five years, spending $4.91B on repurchases. It pays no dividend. Cash returned over the past three years: $3.64B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at LULU over the trailing three years: 2024: 5 buys totaling $2.48M; 2026: 2 buys totaling $1.50M. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LULU's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-02 | +10.1% | +3.5% |
| 2023-09-01 | +7.3% | +0.9% |
| 2023-12-08 | +6.3% | -4.0% |
| 2024-03-22 | -14.0% | -24.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LULU's latest 8-K filings: 2026-06-26 (items 5.02, 5.07); 2026-06-04 (items 2.02, 9.01); 2026-05-27 (items 1.01, 7.01, 9.01); 2026-04-28 (items 5.02, 7.01, 9.01); 2026-04-22 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 15, 2026
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