lululemon (Nasdaq: LULU) updates Q4 2025 revenue and earnings guidance

Rhea-AI Filing Summary

lululemon athletica inc. filed a current report to disclose that on January 12, 2026 it issued a press release updating its revenue and earnings expectations for the fourth fiscal quarter of 2025, which ends on February 1, 2026. The company furnished this press release as Exhibit 99.1, providing investors with revised guidance and related information for that quarter. The report specifies that the information in the exhibit is being furnished, not filed, under securities laws, which affects how it is treated for certain legal and liability purposes.

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

 CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

January 12, 2026

Date of Report (Date of earliest event reported)

lululemon athletica inc.

(Exact name of registrant as specified in its charter)

Delaware

001-33608

20-3842867

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

1818 Cornwall Avenue

Vancouver, British Columbia

Canada, V6J 1C7

(Address of principal executive offices, including Zip Code)

Registrant's telephone number, including area code: (604) 732-6124

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading symbol(s)			Name of each exchange on which registered
Common Stock, par value $0.005 per share			LULU			Nasdaq Global Select Market

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐

Item 7.01. Regulation FD Disclosure

On January 12, 2026, lululemon athletica inc. (the “Company”) issued a press release updating revenue and earnings expectations for the fourth fiscal quarter of 2025 ending February 1, 2026, and including certain other information. The Company is furnishing a copy of the press release as Exhibit 99.1 hereto.

The information in this Current Report is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), nor shall such information be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly stated by specific reference to such filing.

Item 9.01. Financial Statements and Exhibits.

 (d) Exhibits.

Exhibit No.						Description
99.1						Press release issued on January 12, 2026.
104						Cover Page Interactive Data File (formatted in iXBRL)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			lululemon athletica inc.
Dated: January 12, 2026			/s/ MEGHAN FRANK
			Meghan Frank
			Chief Financial Officer

FAQ

What did lululemon (LULU) disclose in this 8-K filing?

lululemon athletica inc. disclosed that it issued a press release on January 12, 2026 updating its revenue and earnings expectations for the fourth fiscal quarter of 2025.

Which period do lululemon’s updated expectations in this filing cover?

The updated expectations relate to lululemon’s fourth fiscal quarter of 2025, which ends on February 1, 2026.

Where can investors find the updated lululemon Q4 2025 guidance?

The updated guidance is included in the company’s press release that is attached to the 8-K as Exhibit 99.1.

Is lululemon’s updated Q4 2025 information considered filed with the SEC?

No. The company states that the information in the press release attached as Exhibit 99.1 is being furnished and shall not be deemed filed for purposes of Section 18 of the Exchange Act.

Who signed this lululemon 8-K related to the updated guidance?

The report was signed on behalf of lululemon athletica inc. by Meghan Frank, Chief Financial Officer, on January 12, 2026.

What exhibits are included with this lululemon 8-K filing?

The filing includes Exhibit 99.1, the press release issued on January 12, 2026, and Exhibit 104, the cover page interactive data file formatted in iXBRL.