NASDAQ · Consumer Discretionary

LULULEMON ATHLETICA INC LULU

lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China, Hong Kong, Taiwan, Macau, Greece, and internationally.

Apparel

Company profile

Business mix

  • It offers pants, shorts, tops, and jackets for athletic activities, such as yoga, running, training, and other activities.
  • The company also provides fitness-inspired accessories.
  • The company was founded in 1998 and is based in Vancouver, Canada.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in apparel retail?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 9.21 FCF 9.87% Buyback 3.94%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Viking Global Investors Andreas Halvorsen 0.4% $150.1M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $50.4M 2026-03-31
Giverny Capital Francois Rochon 0.8% $21.8M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 2 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $157.3M Estimated from net added shares
Reduction amount $241.5M Estimated from net reduced shares
Net share change / base shares +13.1% +170,000 / 1,294,912
Viking Global Investors Andreas Halvorsen 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$150.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +980,568 (New) Total shares 980,568 Value $150.1M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 16.6% 13F value change -$8.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 282,434 Last 1 periods +46,810 (+16.6%) Total shares 329,244 Value $50.4M
Giverny Capital Francois Rochon 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -1.1% 13F value change -$8.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 144,237 Last 1 periods -1,637 (-1.1%) Total shares 142,600 Value $21.8M
Fairfax Financial Prem Watsa 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -50.0% 13F value change -$1.8M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 25,000 Last 1 periods -12,500 (-50.0%) Total shares 12,500 Value $2.6M
Edgewood Management 1 filing periods
13F 2025-06-30 Filed 2025-08-13
Sold out Shares -100.0% 13F value change -$238.7M
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 843,241 Last 1 periods -843,241 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.