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lululemon athletica inc. reported mixed first quarter 2026 results. Net revenue rose 4% to $2.5 billion, with strong international growth of 22% offsetting a 3% decline in the Americas. Comparable sales increased 1%, driven by a 13% gain internationally and a 5% decline in the Americas.
Profitability weakened meaningfully. Gross profit fell 3% to $1.3 billion, gross margin contracted 410 basis points to 54.2%, and income from operations dropped 37% to $276.9 million, reducing operating margin to 11.2%. Net income declined to $195.0 million and diluted EPS to $1.69, down from $2.60 a year earlier.
The company ended the quarter with $1.5 billion in cash and cash equivalents and inventories of $1.7 billion, up 2% in dollar terms but down 4% in units. It repurchased 2.2 million shares for $358.3 million and finished the period with 816 stores. For second quarter 2026, lululemon expects net revenue of $2.450–$2.475 billion, a 3%–2% decline, and diluted EPS of $1.76–$1.81. For full-year 2026, it now guides net revenue of $11.0–$11.15 billion, a 1%–0% decline, and diluted EPS of $10.95–$11.15, both lower than 2025.
lululemon athletica inc. and a shareholder group led by Dennis J. Wilson filed Amendment No. 22 to update their Schedule 13D and governance arrangements. The group continues to beneficially own 9,904,856 shares, or 8.7% of lululemon’s common stock, with ownership unchanged from the prior amendment.
The parties entered into a Cooperation Agreement under which lululemon will add Laura Gentile and Marc Maurer to its board after the annual meeting, expand the board, and appoint a new independent director with apparel product and brand expertise by October 1, 2026, subject to the reporting persons’ approval. The company will also pursue full board declassification for annual director elections effective at the 2028 annual meeting, make specific director nominations in the near term, and maintain a standstill, voting commitments, and regular quarterly meetings between senior leaders and the reporting persons.
As part of the agreement, lululemon will pay $4 million to the reporting persons to be used for the betterment of Kitsilano Beach. The amendment also removes Laura Gentile, Eric Hirshberg and Marc Maurer as reporting persons, while the remaining Wilson-affiliated entities continue to report jointly on their lululemon stake.
lululemon athletica inc. entered into a Cooperation Agreement with founder Dennis J. “Chip” Wilson and affiliated entities, who collectively own about 8.7% of the company’s outstanding common stock. The agreement adds governance changes and new directors linked to upcoming annual meetings.
Laura Gentile, former Chief Marketing Officer of ESPN, and Marc Maurer, former Co-CEO of On, will join the Board as independent directors following the 2026 annual meeting. The Board will also appoint an additional independent director with apparel product and brand expertise by October 1, 2026.
lululemon will support Wilson’s proposal to declassify the Board at the 2026 annual meeting. If stockholders approve, the company plans to seek approval in 2027 to amend its charter so all directors stand for annual election beginning with the 2028 annual meeting. Wilson agreed to customary standstill, voting, and non-disparagement provisions lasting approximately 18 months.
Dennis J. Wilson and affiliated participants filed a Definitive Proxy Statement and GOLD universal proxy card to solicit votes to elect their slate of director candidates and to seek approval of a business proposal at lululemon athletica inc.'s 2026 annual meeting. The filing notes Amendment No. 21 to a Schedule 13D dated May 20, 2026 and references a May 18, 2026 press release that discusses negotiation terms, including support for the issuer's eight key terms and mention that customary settlement terms appeared in 14 of the last 20 agreements referenced. The Participants are listed and the Definitive Proxy Statement and GOLD universal proxy card have been furnished to shareholders and are available on the SEC website.
Dennis “Chip” Wilson and affiliated entities filed Amendment No. 21 to their Schedule 13D on lululemon athletica inc., confirming group beneficial ownership of 9,904,856 shares, or 8.7% of the common stock. The amendment states this share count is unchanged from the prior amendment and is based on 109,318,984 common shares and 5,115,961 special voting shares outstanding as of April 30, 2026. It explains that these holdings include 5,115,961 exchangeable shares paired with an equal number of special voting shares, together economically equivalent to common stock. The filing also describes a May 18, 2026 press release in which Wilson outlines support for eight key terms proposed by lululemon in settlement discussions, requests customary provisions such as replacement rights and expense reimbursement, and expresses willingness to continue constructive negotiations or proceed to a shareholder vote at the annual meeting.
lululemon athletica inc. received a definitive proxy statement and accompanying GOLD universal proxy card filed by Dennis J. Wilson and related participants to solicit proxies for election of Mr. Wilson’s slate of director candidates and approval of a business proposal at the 2026 annual meeting of shareholders. The filing states Mr. Wilson posted related material to LinkedIn on May 19, 2026 and identifies the named participants in the solicitation.
lululemon athletica inc. shareholders were notified that Dennis J. Wilson and affiliated participants filed a Definitive Proxy Statement and accompanying GOLD universal proxy card to solicit proxies for the election of their slate of director candidates and for a business proposal at the 2026 annual meeting.
The participants furnished the proxy materials to shareholders and state that screenshots posted to CreativityFirstlulu.com on May 18, 2026 are attached as Exhibit 1 and incorporated by reference. Materials are available at no charge on the SEC website.
Chip Wilson and allied participants filed a definitive proxy statement and GOLD universal proxy card to solicit votes at lululemon athletica inc.'s 2026 annual meeting. The filing discloses settlement negotiations between Mr. Wilson and the Board, a term‑by‑term table comparing lululemon's May 13 proposal and Mr. Wilson's May 14 responses, and a public statement dated May 18, 2026. Key elements discussed include appointment of 2 new directors from Mr. Wilson's slate, a mutually agreeable 3rd director, declassification timing, a proposed 2‑year standstill, voting commitments, non‑solicit and expense reimbursement provisions, and proposals for regular meetings and an advisory brand product council.
lululemon athletica inc. proxy contest: Dennis J. Wilson and associated participants have filed a Definitive Proxy Statement and a GOLD universal proxy card to solicit votes for their slate of director nominees and a business proposal at the 2026 Annual Meeting.
The participants filed Amendment No. 20 to their Schedule 13D updating Item 4 with an attached May 6, 2026 open letter and stating the nominees' focus on creative leadership and brand development.