Event-Driven Stocks

lululemon athletica inc.

LULUNasdaq

Consumer Discretionary · Apparel & Other Finishd Prods of Fabrics & Similar Matl · DE · SEC filings ↗ · Compare ⊕

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Signs● 7 gooddetails ↓

Financials

SEC XBRL · annual
 FY26FY25FY24FY23FY22FY21
Revenue$11.10B$10.59B$9.62B$8.11B$6.26B$4.40B
Operating income$2.21B$2.51B$2.13B$1.33B$1.33B$820.0M
Net income$1.58B$1.81B$1.55B$854.8M$975.3M$588.9M
Total assets$8.46B$7.60B$7.09B$5.61B$4.94B$4.19B
Total liabilities$3.49B$3.28B$2.86B$2.46B$2.20B$1.63B
Equity$4.96B$4.32B$4.23B$3.15B$2.74B$2.56B
EPS (diluted)$13.26$14.64$12.20$6.68$7.49$4.50
Shares out.110.5M115.5M120.9M122.0M122.7M125.2M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2026
Operating margin
19.9%
Net margin
14.2%
Return on equity
31.8%
Return on assets
18.7%
Return on capital (ROCE)
33.7%
Liabilities / assets
41.3%
Debt / equity
0.70×
Book value / share
$44.91
Revenue growth (YoY)
4.9%
Net income growth (YoY)
−13.0%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2026
Altman Z″ (distress)
6.83safe
Accruals / assets
−0.3%clean
Beneish M-Score
-1.92normal
Piotroski F-Score
6/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
90
/ 100
Profitability 100Growth 50Catalyst 100Earnings quality 100Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

● 7 good
  • Operating margin is positive
  • Strong return on equity (>15%)
  • Revenue is growing year-over-year
  • Conservative leverage (liabilities < 50% of assets)
  • Positive operating cash flow
  • Clean earnings (low accruals)
  • Altman Z″ in the safe zone

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
5 acquisitions7 disposals1 open-market buy(s)net +14,124 shares · last 12
InsiderDateTypeSharesPrice
Neuburger NicoleOfficer — Chief Brand OfficerApr 8, 2026Sell622$161.00
Maestrini AndreOfficer — Pres, CCO &amp; Interim Co-CEOApr 1, 2026Buy3,275$151.02
Frank MeghanOfficer — CFO &amp; Interim Co-CEOMar 31, 2026Tax withholding400$153.10
Neuburger NicoleOfficer — Chief Brand OfficerMar 31, 2026Tax withholding369$153.10
Maestrini AndreOfficer — Pres, CCO &amp; Interim Co-CEOMar 31, 2026Tax withholding357$153.10
Maestrini AndreOfficer — Pres, CCO &amp; Interim Co-CEOMar 30, 2026Option exercise4,692$0.00
Neuburger NicoleOfficer — Chief Brand OfficerMar 30, 2026Option exercise3,754$0.00
Frank MeghanOfficer — CFO &amp; Interim Co-CEOMar 30, 2026Option exercise3,754$0.00
Frank MeghanOfficer — CFO &amp; Interim Co-CEOMar 25, 2026Tax withholding246$158.72
Maestrini AndreOfficer — Pres, CCO &amp; Interim Co-CEOMar 25, 2026Tax withholding220$158.72
Neuburger NicoleOfficer — Chief Brand OfficerMar 25, 2026Tax withholding224$158.72
Mussafer David MDirectorMar 19, 2026Grant1,087$0.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20266.3M1.9+14.4%
Apr 30, 20265.5M1.6+22.2%
Apr 15, 20264.5M2.3+0.2%
Mar 31, 20264.5M1.2-3.9%
Mar 13, 20264.7M1.8+4.5%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)