Lululemon Athletica Inc (LULU) Stock Falls on Q4 2025 Earnings

Lululemon Athletica Inc (LULU) reported fourth-quarter fiscal 2025 results with total revenue of $3.64 billion, up 0.8% year over year, while gross profit fell to $2.00 billion, down 8.4% from a year earlier.

Total revenue: $3.64 billion (up 0.8% YoY)

Gross profit: $2.00 billion (down 8.4% YoY)

Operating profit: $812.3 million (down 22.1% YoY)

Net income attributable to common shareholders: $586.9 million (down 21.6% YoY)

Diluted earnings per share: $5.01 (down 18.4% YoY)

Profitability was pressured by higher cost of sales and margin compression. Cost of goods sold rose to $1.64 billion, up 14.9% year over year, which contributed to the steeper declines in operating profit and net income despite modest revenue growth.

Cash from operating activities: $1.14 billion (down 18.5% YoY)

Capital expenditures (purchases of property, plant and equipment): $183.2 million (down 22.0% YoY)

Cash and cash equivalents: $1.81 billion (down 8.9% YoY)

Total liabilities: $3.49 billion (up 6.6% YoY)

Shares of LULU moved modestly after the release, trading down about 1.5% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Lululemon Athletica Inc Insider Trading Activity

Lululemon Athletica Inc insiders have traded $LULU stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $LULU stock by insiders over the last 6 months:

CELESTE BURGOYNE (Pres Americas & Global Guest) has made 0 purchases and 2 sales selling 13,511 shares for an estimated $2,756,181.
MEGHAN FRANK (Chief Financial Officer) sold 2,658 shares for an estimated $561,821
NICOLE NEUBURGER (Chief Brand Officer) sold 615 shares for an estimated $109,470

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Lululemon Athletica Inc Hedge Fund Activity

We have seen 494 institutional investors add shares of Lululemon Athletica Inc stock to their portfolio, and 700 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,812,977 shares (-78.0%) from their portfolio in Q4 2025, for an estimated $584,564,750
MARSHALL WACE, LLP added 1,986,698 shares (+517.9%) to their portfolio in Q4 2025, for an estimated $412,855,711
SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 1,586,880 shares (-66.0%) from their portfolio in Q4 2025, for an estimated $329,769,532
BOSTON PARTNERS added 1,466,961 shares (+inf%) to their portfolio in Q4 2025, for an estimated $304,849,165
MAWER INVESTMENT MANAGEMENT LTD. removed 1,359,440 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $241,885,159
ALLIANCEBERNSTEIN L.P. removed 1,219,674 shares (-89.2%) from their portfolio in Q4 2025, for an estimated $253,460,453
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,102,855 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $196,230,990

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Lululemon Athletica Inc Congressional Stock Trading

Members of Congress have traded $LULU stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $LULU stock by members of Congress over the last 6 months:

REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/11.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/12.
REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Lululemon Athletica Inc Analyst Ratings

Wall Street analysts have issued reports on $LULU in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 11/25/2025

To track analyst ratings and price targets for Lululemon Athletica Inc, check out Quiver Quantitative's $LULU forecast page.

Lululemon Athletica Inc Price Targets

Multiple analysts have issued price targets for $LULU recently. We have seen 16 analysts offer price targets for $LULU in the last 6 months, with a median target of $196.0.

Here are some recent targets:

Michael Binetti from Evercore ISI Group set a target price of $175.0 on 03/16/2026
Janine Stichter from BTIG set a target price of $250.0 on 03/12/2026
Brooke Roach from Goldman Sachs set a target price of $184.0 on 03/11/2026
Dana Telsey from Telsey Advisory Group set a target price of $215.0 on 03/10/2026
Jay Sole from UBS set a target price of $189.0 on 03/09/2026
Matthew Boss from JP Morgan set a target price of $209.0 on 01/20/2026
Jim Duffy from Stifel set a target price of $210.0 on 12/30/2025