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AI brief of an SEC Form 8-K · Lululemon Athletica (LULU)

lululemon Q4 revenue rose 1% to $3.6 billion; diluted EPS fell to $5.01 from $6.14

Mixed Impact 3 of 5 earnings Written later

lululemon reported fourth quarter 2025 revenue up 1% to $3.6 billion, but diluted earnings per share fell to $5.01 from $6.14 and income from operations fell 22%. For fiscal 2025, revenue rose 5% to $11.1 billion while diluted EPS fell to $13.26 from $14.64. The company guided fiscal 2026 diluted EPS to $12.10 to $12.30, below fiscal 2025's $13.26, on revenue of $11.350 billion to $11.500 billion.

Key points

  • Q4 2025 revenue rose 1% to $3.6 billion, flat on a constant dollar basis; Americas revenue fell 4% while International rose 17%.
  • Q4 2025 gross margin fell 550 basis points to 54.9% and operating margin fell 660 basis points to 22.3%.
  • Fiscal 2026 guidance: net revenue of $11.350 billion to $11.500 billion and diluted EPS of $12.10 to $12.30; Q1 2026 diluted EPS guidance is $1.63 to $1.68.
  • The company repurchased 5.0 million shares for $1.2 billion in fiscal 2025 and ended the year with $1.8 billion in cash and cash equivalents.

The filing

CompanyLululemon Athletica (LULU)
Form8-K, current report
Filed with the SECMar 17, 2026, 4:12 PM ET
Accession number0001397187-26-000019

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:12 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on March 17, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.