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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.
lululemon athletica inc. officer Celeste Burgoyne, President Americas & Global Guest, reported open-market sales of company stock. On 12/16/2025, she sold 1,906 shares of common stock at a weighted average price of $203.48 per share and 11,605 shares at a weighted average price of $204.08 per share, for total reported sales of 13,511 shares that day. After these transactions, she directly beneficially owned 5,318 shares of lululemon common stock. The prices reflect multiple trades within narrow ranges, as detailed in the footnotes.
lululemon athletica inc. reported that President & CCO Andre Maestrini received equity awards on December 15, 2025. He was granted stock options for 4,614 and 24,607 shares of common stock at an exercise price of $206.29 per share, expiring December 15, 2035, and received stock-based awards of 1,212 and 9,695 shares of common stock. Following these awards, he directly holds 24,155 shares of common stock. The company states that restricted stock units vest in three annual installments of 33%, 33%, and 34%, and stock options vest in four equal annual installments beginning on the first anniversary of the grant date, subject to continued service and applicable vesting provisions.
lululemon athletica inc. reported that its Chief Brand Officer, Nicole Neuburger, received new equity awards in the form of common stock and stock options. On 12/15/2025, she acquired 6,059 shares of common stock at a price of $0, representing restricted stock units that convert into shares as they vest, bringing her directly held stake to 15,052 shares.
She was also granted a stock option covering 15,379 shares of common stock at an exercise price of $206.29 per share, expiring on 12/15/2035. The RSUs vest in three annual installments of 33%, 33% and 34% beginning on the first anniversary of the grant date, while the stock option vests in four equal annual installments starting on the first anniversary of the grant date, in each case subject to continued service.
lululemon athletica reported Q3 2025 net revenue of $2.6 billion, up 7% year over year, as strong growth in China Mainland and Rest of World offset softer results in the Americas. Global comparable sales rose 1%, with Americas comps down 5%, China Mainland up 24% (25% in constant dollars), and Rest of World up 9%. Gross margin declined 290 basis points to 55.6% and operating margin fell to 17.0%, reflecting higher product costs, tariffs, and increased operating expenses. Diluted earnings per share decreased to $2.59 from $2.87.
New U.S. tariffs and the removal of the de minimis exemption are having a significant adverse effect; management estimates they will reduce 2025 income from operations by approximately $210 million, net of mitigation, including about $60 million of impact year to date. China Mainland net revenue grew 46% in the quarter, while Americas net revenue decreased 2%. The company repurchased 3.5 million shares for $906.6 million in the first three quarters, leaving $0.7 billion authorized. After quarter-end, lululemon announced that CEO Calvin McDonald will step down effective January 31, 2026, with the current CFO and president appointed interim co‑CEOs under an executive chair while a permanent successor is sought.
lululemon athletica inc. announced third-quarter results for the period ended November 2, 2025, detailed a planned CEO transition, and expanded its stock repurchase program by $1.0 billion.
Calvin McDonald will step down as Chief Executive Officer and director effective January 31, 2026, remaining as a senior advisor through March 31, 2026 under a separation agreement that provides severance benefits under his employment agreement, his fiscal 2025 bonus, a $3.05 million cash payment, and continued vesting and extended exercise of certain equity awards, subject to releases and restrictive covenants. Board chair Marti Morfitt becomes executive chair, while CFO Meghan Frank and president and chief commercial officer Andre Maestrini will serve as interim co-CEOs starting January 31, 2026, supported by retention cash and equity awards. The enlarged repurchase program has no expiration date and permits open-market and privately negotiated buybacks, including under Rule 10b5-1 and Rule 10b-18 plans.
lululemon athletica inc. reported leadership changes in its commercial organization. Celeste Burgoyne notified the company of her resignation as President, Americas and Global Guest Innovation, and will remain active in the business through year-end, with her employment ending on December 31, 2025. The board appointed Andre Maestrini as president and chief commercial officer, effective immediately, expanding his role beyond his prior position as executive vice president, international.
The company entered into an employment agreement with Mr. Maestrini that includes a base salary of USD $950,000, eligibility for an annual bonus tied to performance goals, participation in company benefit plans, and customary severance protections. A press release and the full employment agreement are provided as exhibits for additional detail.
lululemon athletica inc. entered into a Second Amended and Restated Credit Agreement establishing an unsecured five-year revolving credit facility with $600.0 million in commitments. The facility permits requested increases in aggregate commitments up to a total of $1.0 billion. The maturity date is October 15, 2030, with two potential one-year extensions at lululemon’s request under certain circumstances.
Borrowings may be prepaid and commitments reduced or terminated without premium or penalty, subject to customary breakage costs. The facility is guaranteed by lululemon and certain subsidiaries, bears interest at alternative benchmarks plus an applicable margin, and features a pricing grid tied to credit ratings or financial ratios. It includes customary covenants (including leverage and fixed charge coverage) and events of default, including change of control. Bank of America, N.A. serves as administrative agent.
Amendment No. 10 to a Schedule 13D reports that Dennis J. Wilson and affiliated entities continue to beneficially own 9,973,547 shares of lululemon athletica inc., representing 8.4% of the company's common stock on a fully reported basis. The filing updates Item 4 to disclose that Mr. Wilson published a letter in The Wall Street Journal on 10/07/2025 expressing his views on the company's management and future, and incorporates that letter as an exhibit. The filing states the Reporting Persons may in the future engage with shareholders, officers, or directors about operations, governance, performance, and control. The cover pages were revised only to reflect a change in the issuer's outstanding share count used to calculate percentages.