Welcome to our dedicated page for Lululemon SEC filings (Ticker: LULU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The lululemon athletica inc. (NASDAQ: LULU) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures, including current reports on Form 8-K, annual reports on Form 10-K, quarterly reports on Form 10-Q, and other documents filed with the U.S. Securities and Exchange Commission.
lululemon uses its SEC filings to report material events, financial results, capital structure changes, and key agreements. Recent Forms 8-K have covered topics such as quarterly earnings announcements, CEO succession planning, leadership changes in regional and commercial roles, increases to the company’s stock repurchase program, and the execution of a Second Amended and Restated Credit Agreement establishing an unsecured revolving credit facility. These filings often incorporate related press releases by reference and summarize important terms of executive agreements and compensation arrangements.
For investors analyzing LULU, periodic reports such as Form 10-K and Form 10-Q (when available on this page) provide detailed information on the company’s technical athletic apparel, footwear, and accessories business, risk factors, management’s discussion and analysis, segment and geographic performance, and accounting policies. Current reports on Form 8-K highlight specific developments, including changes in executive leadership, credit facilities, and board-authorized share repurchases.
Stock Titan enhances these disclosures with AI-powered summaries that explain the key points of each filing in accessible language. Users can quickly understand the significance of earnings releases, credit agreements, executive compensation updates, and other regulatory events without reading every page of the underlying documents. The filings page also surfaces insider transaction reports on Form 4 when available, helping investors monitor equity awards and share dealings by directors and officers.
By using this page, readers can follow lululemon’s regulatory history, track material corporate events, and connect headline news with the underlying SEC filings that define the company’s obligations and disclosures.
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
FMR LLC and Abigail P. Johnson report beneficial ownership of 4,066,058.41 shares of Lululemon Athletica Inc. The filing on Schedule 13G/A shows the holders together report
lululemon athletica inc. (LULU) reported a Form 144 notice for a proposed sale of 615 shares of common stock through Canaccord Genuity Corp. (broker address shown). The aggregate market value of the shares at the time of the notice is listed as $109,470, with the sale dated approximately 09/30/2025. The filer acquired these shares as restricted stock on 02/01/2021 from the issuer and reports no other securities sold in the prior three months. The company’s outstanding shares are shown as 118,584,043, indicating the proposed sale represents a de minimis fraction of total shares outstanding.
Ranju Das, Chief AI & Technology Officer at lululemon athletica inc. (LULU), reported equity awards on 09/09/2025. The Form 4 shows acquisition of 6,176 restricted stock units (RSUs) that vest in three annual installments of 33%, 33% and 34% starting on the first anniversary of the grant, and receipt of a stock option covering 6,909 shares with an exercise price of $165.69. Both entries are reported as acquisitions at no cash price on the transaction date, and the option lists 09/09/2032 in the date fields shown. Following these transactions, Mr. Das beneficially owns 6,176 shares from RSUs and 6,909 option-backed shares. The form was signed by an attorney-in-fact on 09/10/2025.
lululemon athletica inc. (LULU) disclosure shows that Ranju Das filed an initial Form 3 reporting his relationship to the company as a director and Chief AI & Technology Officer. The report states no securities are beneficially owned by the reporting person at the time of this statement. The filing includes a power of attorney exhibit and is signed by an attorney-in-fact.
lululemon athletica inc. reported a mixed quarter with net revenue rising 7% to $2.5 billion (6% constant dollars) and comparable sales up 1% overall. Americas comparable sales declined 4% while China Mainland and Rest of World grew 17% and 12%, respectively. Gross profit increased 5% to $1.5 billion but gross margin fell 110 basis points to 58.5%, and income from operations decreased 3% to $523.8 million.
Liquidity remained strong with $1.2 billion in cash and an unused $400.0 million Americas revolving credit facility (only $6.8 million in letters of credit outstanding). Inventory rose 21% to $1.7 billion. Stock-based compensation expense was $21.1 million YTD with $144.2 million unrecognized cost. The company reported a net derivative liability of $4.2 million, and remains in compliance with credit covenants. Legal matters include consolidated stockholder derivative litigation.
Reporting persons led by Dennis J. Wilson disclose collective holdings and a new secured credit facility tied to lululemon athletica inc. The group beneficially owns 9,973,547 shares, representing approximately 8.3% of LULU's common stock on a reported base of 114,568,520 common shares (plus 5,115,961 special voting shares). Individual positions include Anamered: 4,755,217 shares (4.0%), LIPO: 3,401,596 (2.8%), Shannon Wilson: 1,167,000 (1.0%), and others as reported. The filing discloses that Anamered entered into a private banking loan agreement with Royal Bank of Canada providing a revolving demand facility up to $315 million, secured in part by 1,500,000 exchangeable shares and paired special voting shares and by any additional shares placed in a pledged account. Borrowings are repayable on demand and RBC may require additional collateral or foreclose on pledged securities under customary events of default. The filing also notes termination of an earlier security interest granted by LIPO.
lululemon athletica inc. (LULU) – CEO Calvin McDonald Form 4 filing dated 07/01/2025
The filing discloses a single option exercise and related share sales executed on 06/27/2025:
- Option exercise (Code M): 35,355 options exercised at $136.67, generating an equivalent number of common shares.
- Share sales (Code S): 27,049 shares sold in two blocks at weighted-average prices of $235.54 and $236.33, producing roughly $6.4 million in gross proceeds.
- After all transactions, McDonald’s direct holdings declined from 137,613 to 110,564 shares, but remain materially above pre-exercise levels, indicating a net increase of 8,306 shares versus the position prior to the option exercise.
- The sold shares represent about 2.0 % of LULU’s 1.36 million share daily volume (30-day average) and ~0.1 % of shares outstanding, suggesting limited market-wide supply impact.
The exercised options were granted in 2018 and fully vested by August 2022; they were due to expire on 08/20/2025. The mix of exercise-and-sell is typical for executives managing tax liabilities and portfolio diversification. No additional derivative positions remain from this grant.
Investor take-away: The transaction appears routine ahead of option expiration. Although insider sales often draw attention, the CEO retains a sizeable stake and increased his net share count. Absent other catalysts, the filing is viewed as neutral to mildly negative sentiment rather than a signal of fundamental change.