LULU · News · 20260804N

Revenue Performance and Mix

lululemon athletica inc. · 2026-08-04 · Importance 61 · Surprise 32

Lululemon reported quarterly revenue of $2.47 billion, up 4.3% year over year. Quarterly EPS was $1.69, exceeding expectations alongside the revenue beat. The results included fiscal 2026 guidance, although analysts expected revenue to decline in the second quarter and full year.

Key facts

• Pine Valley Investments Ltd Liability Co significantly increased its stake in lululemon athletica inc. (NASDAQ:LULU) by 585.6% in the first quarter, now holding 16,530 shares valued at $2.53 million. source
• Sei Investments Co. significantly increased its stake in lululemon athletica (NASDAQ:LULU) by 210.5% in Q1 2026, bringing its total holdings to $7.03 million. source
• Analysts maintain a "Reduce" consensus rating with an average price target of $148.35. source
• Institutional ownership now at 85.2%. source