lululemon athletica inc. (NASDAQ:LULU) reported second-quarter fiscal 2026 net revenue of $2.416 billion, down 4% from a year earlier, while net income fell to $329.2 million from $370.9 million. Diluted earnings per share were $2.92, compared with $3.10 in the prior-year quarter.
The quarter ended August 2, 2026. The company revised its full-year outlook, projecting 2026 revenue of $10.350 billion to $10.500 billion and diluted EPS of $9.48 to $9.73.
- Comparable sales decreased 9%, or 10% on a constant-dollar basis.
- Americas revenue decreased 8%; international revenue increased 4%.
- Gross profit was $1.462 billion, with gross margin of 60.5%.
- The company received $134.5 million in tariff refunds plus $4.1 million in associated interest; the refunds and interest added $0.86 to diluted EPS, net of tax.
- Lululemon repurchased 2.7 million shares for $330.0 million and ended the quarter with 825 stores.
$LULU Insider Trading Activity
$LULU insiders have traded $LULU stock on the open market 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $LULU stock by insiders over the last 6 months:
- CHARLES V BERGH has made 2 purchases buying 10,365 shares for an estimated $1,500,361 and 0 sales.
- ANDRE MAESTRINI (Pres, CCO & Interim Co-CEO) purchased 3,275 shares for an estimated $494,590
- NICOLE NEUBURGER (Chief Brand Officer) sold 622 shares for an estimated $100,142
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LULU Hedge Fund Activity
We have seen 400 institutional investors add shares of $LULU stock to their portfolio, and 712 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 3,395,147 shares (-78.9%) from their portfolio in Q2 2026, for an estimated $387,657,884
- FIL LTD added 2,017,697 shares (+24723.6%) to their portfolio in Q2 2026, for an estimated $230,380,643
- BOSTON PARTNERS removed 1,466,961 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $224,591,729
- CURATED WEALTH PARTNERS LLC added 1,001,498 shares (+inf%) to their portfolio in Q2 2026, for an estimated $114,351,041
- VIKING GLOBAL INVESTORS LP removed 980,568 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $111,961,254
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 945,232 shares (+inf%) to their portfolio in Q2 2026, for an estimated $107,926,589
- JPMORGAN CHASE & CO added 867,827 shares (+inf%) to their portfolio in Q2 2026, for an estimated $99,088,486
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$LULU Congressional Stock Trading
Members of Congress have traded $LULU stock 1 times in the past 6 months. Of those trades, 0 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 GILBERT RAY CISNEROS, JR. sold up to $15,000 on 03/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
