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lululemon athletica inc. (LULU) has an updated ownership disclosure from Dennis J. Wilson and affiliated entities on Schedule 13D/A. The reporting group may be deemed to beneficially own 9,570,851 shares of common stock and exchangeable shares, representing 8.6% of voting power based on the company’s latest share count.
The filing details holdings across several Wilson-related entities, including Anamered Investments, LIPO Investments (USA), Wilson 5 Foundation, Five Boys Investments, Shannon Wilson, Low Tide Properties and House of Wilson. On August 4, 2026, Wilson 5 sold 5,713 shares in open-market trades at $122.56 per share.
LIPO entered into a two-year prepaid variable share forward transaction with Goldman Sachs covering 1,274,318 shares of Lululemon common stock, approximately 1.2% of outstanding shares and about 13.3% of the Reporting Persons’ holdings. The structure allows LIPO to pledge these shares while retaining voting and economic rights, with flexibility to settle in shares or cash to support general liquidity and working capital.
lululemon athletica inc. (LULU) reported weaker results for the quarter and first two quarters ended August 2, 2026, despite a sizable one-time tariff refund benefit. Second-quarter net revenue fell 4% to $2.42 billion and global comparable sales declined 9% (10% on a constant dollar basis), driven mainly by reduced traffic, lower conversion, and lower average order value in the Americas.
Net income for the quarter decreased 11% to $329.2 million, and diluted EPS declined to $2.92 from $3.10, even though results included $134.5 million of IEEPA tariff refunds and $4.1 million of interest, worth $0.86 per share net of tax. Gross margin rose 200 bps to 60.5%, but SG&A grew 5.7% in the quarter (9.1% year-to-date), including $24.8 million of proxy‑contest professional fees, lifting SG&A to 41.7% of revenue and compressing operating margin to 18.8%.
Regionally, Americas revenue declined 8% in Q2, while China Mainland and Rest of World grew 4% and 5% in the quarter and 16% and 9% year‑to‑date, respectively, supported by 41 net new stores globally since Q2 2025. lululemon ended the quarter with $1.39 billion in cash, no borrowings on its $600 million revolver, and strong operating cash flow of $589.3 million in the first two quarters, even as trade-policy changes, higher tariffs (apart from IEEPA refunds), and shifting consumer demand weighed on growth.
lululemon athletica inc. (LULU) reported weaker second quarter fiscal 2026 results, with revenue and earnings down year over year but margins temporarily boosted by one-time tariff refunds. Net revenue for the quarter ended August 2, 2026 was $2.42 billion, a 4% decline versus 2025, driven by a 9% decrease in comparable sales, including a 12% decline in the Americas and a 3% decline internationally. International net revenue still grew 4% overall.
Gross profit fell 1% to $1.46 billion, but gross margin improved to 60.5%, up 200 basis points, primarily due to $134.5 million of IEEPA tariff refunds that added 560 basis points to margin and $0.86 to diluted EPS. Income from operations declined 13% to $453.7 million and operating margin fell to 18.8%. Net income was $329.2 million and diluted EPS was $2.92, down from $3.10.
The company ended the quarter with $1.4 billion in cash and cash equivalents, inventories of $1.7 billion (down 1%, with units down 7%), and repurchased 2.7 million shares for $330.0 million. For the third quarter of 2026, lululemon expects net revenue of $2.29–$2.32 billion (a decline of 10–11%) and diluted EPS of $0.93–$0.98. For full-year 2026, it now expects net revenue of $10.35–$10.50 billion (down 5–7%) and diluted EPS of $9.48–$9.73, including the $0.86 per share benefit from tariff refunds.
lululemon athletica inc. reported a leadership change under the Securities Exchange Act of 1934. On August 13, 2026, Ranju Das ceased to serve as the company’s Chief AI & Technology Officer. The company states that transition plans are in place for his responsibilities, indicating it has organized internal arrangements to manage this role following his departure.
The report is signed on behalf of the company by Meghan Frank, who is identified as Interim Co-Chief Executive Officer and Chief Financial Officer. lululemon’s common stock, with a par value of $0.005 per share, is listed on the Nasdaq Global Select Market under the trading symbol LULU.
Amendment No. 24 to a Schedule 13D for lululemon athletica inc. reports that a group led by Dennis J. Wilson and related entities is deemed to beneficially own 9,576,564 shares of common stock on a fully converted basis, including 5,115,961 exchangeable shares paired with an equal number of special voting shares. This represents approximately 8.4% of lululemon’s common stock and special voting stock outstanding, based on 108,437,957 common shares and 5,115,961 special voting shares outstanding as of May 29, 2026.
Within the group, Mr. Wilson directly holds 3,852 common shares, while other holdings are through entities including Anamered Investments, LIPO Investments (USA), Wilson 5 Foundation, Five Boys Investments, Shannon Wilson and Low Tide Properties. On July 31, 2026, Low Tide sold 164,146 common shares to Citibank, N.A. under a previously disclosed Master Confirmation, leaving no shares subject to the related pledge. The reporting persons state these sales are intended to provide financial flexibility for other investments and do not reflect a change in their investment thesis regarding lululemon.
Dennis J. Wilson and affiliated reporting persons filed Amendment No. 23 to their Schedule 13D on lululemon athletica inc., updating ownership and recent transactions. As a group, they may be deemed to beneficially own 9,740,710 shares of common stock (including 5,115,961 exchangeable shares paired with an equal number of special voting shares), representing approximately 8.6% of the company’s common and special voting stock outstanding, based on 108,437,957 common shares and 5,115,961 special voting shares as of May 29, 2026.
On July 17, 2026, Low Tide Properties Ltd. sold 164,146 shares of common stock under a Master Confirmation with Citibank, N.A. for financial flexibility in other investments; an additional 164,146 shares remain pledged under that arrangement, representing about 0.1446% of outstanding shares. Each reporting person may be deemed part of a Section 13(d)(3) group and disclaims beneficial ownership of securities not directly owned beyond their pecuniary interest.
Maurer Marc reported acquisition or exercise transactions in this Form 4 filing.
lululemon athletica inc. director Marc Maurer reported receiving an equity award of 1,606 shares of common stock in the form of restricted stock units. These units vest 100% on the earlier of June 25, 2027, or the company’s 2027 annual meeting of stockholders, so this is compensation rather than an open‑market purchase.
Gentile Laura reported acquisition or exercise transactions in this Form 4 filing.
lululemon athletica inc. director Laura Gentile reported receiving an equity award of 1,606 shares of common stock in the form of restricted stock units. These units carry no cash purchase price and each unit represents the right to receive one share of common stock.
The award vests 100% on the earlier of June 25, 2027 or the company’s 2027 annual meeting of stockholders. After this grant, Gentile directly owns 2,606 shares of lululemon common stock, reflecting her updated reported stake as a director.
Mahe Isabel reported acquisition or exercise transactions in this Form 4 filing.
lululemon athletica inc. director Isabel Mahe reported an equity compensation grant in the form of restricted stock units tied to common stock. She was awarded 1,606 restricted stock units, each representing one share of common stock, with no cash purchase price.
The award vests 100% on the earlier of June 25, 2027 or the date of the company’s 2027 annual meeting of stockholders. Following this grant, Mahe is reported as beneficially owning 4,125 shares of common stock directly, reflecting a relatively small, routine director compensation award rather than an open-market trade.
McNeill Jon reported acquisition or exercise transactions in this Form 4 filing.
lululemon athletica inc. disclosed that director Jon McNeill received a grant of 1,606 restricted stock units, each representing the right to receive one share of common stock. The award vests 100% on the earlier of June 25, 2027, or the company’s 2027 annual meeting of stockholders.
Following this equity grant, McNeill’s direct holdings total 10,928 shares of common stock, reflecting a routine stock-based compensation award rather than an open-market purchase.