LULU Smart Money
Lululemon Athletica Inc.
1W: +4.7%
1M: +4.0%
3M: -12.1%
YTD: -50.4%
1Y: -41.3%
3Y: -73.6%
5Y: -74.9%
$104.59
+1.68 (+1.63%)
Weekly Expected Move ±6.5%
$86
$93
$99
$105
$112
Credit Risk of going bust: lower than 55% of companies Debt: 15.0% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $1.75 (down 98%), Lululemon Athletica Inc. would be worth roughly what it owes.
Total debt $2.14B against a stock market value of $12.11B.
Distance to default 5.68 (Merton model): prices to 2026-10-27, balance sheet 2026-08-02, debt counted $1.07B (short-term plus half of long-term), stock volatility 46.9%; Altman Z'' 6.29. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $2.14B against a stock market value of $12.11B.
Distance to default 5.68 (Merton model): prices to 2026-10-27, balance sheet 2026-08-02, debt counted $1.07B (short-term plus half of long-term), stock volatility 46.9%; Altman Z'' 6.29. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Income Statement
Cash Flow
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ETF Exposure
Dark Pool
Short Interest
Supply Chain
🏦 Institutional Activity
Latest: Q2 20261,077
Institutions Holding
-78 vs prior
78.3%
Ownership
-28.37%
127
New
285
Increased
555
Reduced
217
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-09 | FRANK MEGHAN | officer: chief financial officer | A-Grant/Award | 42,328 | $— | $0 | Filing |
| 2026-06-25 | McNeill Jon | director | A-Grant/Award | 1,606 | $— | $0 | Filing |
| 2026-06-25 | Mahe Isabel | director | A-Grant/Award | 1,606 | $— | $0 | Filing |
| 2026-06-25 | Gentile Laura | director | A-Grant/Award | 1,606 | $— | $0 | Filing |
| 2026-06-25 | Maurer Marc | director | A-Grant/Award | 1,606 | $— | $0 | Filing |
| 2026-06-25 | MORFITT MARTHA A M | director | A-Grant/Award | 1,606 | $— | $0 | Filing |
| 2026-06-25 | White Emily | director | A-Grant/Award | 1,606 | $— | $0 | Filing |
| 2026-06-25 | Loehnis Alison | director | A-Grant/Award | 1,606 | $— | $0 | Filing |
| 2026-06-25 | List Teri | director | A-Grant/Award | 1,606 | $— | $0 | Filing |
| 2026-06-25 | Bergh Charles V | director | A-Grant/Award | 1,606 | $— | $0 | Filing |
| 2026-06-25 | Henry Kathryn | director | A-Grant/Award | 1,606 | $— | $0 | Filing |
| 2026-06-25 | Bracey Esi Eggleston | director | A-Grant/Award | 1,606 | $— | $0 | Filing |
| 2026-06-15 | Bergh Charles V | director | P-Purchase | 4,275 | $117.05 | $500K | Filing |
| 2026-06-09 | Bracey Esi Eggleston | director | A-Grant/Award | 247 | $— | $0 | Filing |
| 2026-06-08 | FRANK MEGHAN | officer: cfo & interim co-ceo | F-Tax Withholding | 28 | $117.55 | $3K | Filing |
| 2026-06-08 | NEUBURGER NICOLE | officer: chief brand officer | F-Tax Withholding | 55 | $117.55 | $6K | Filing |
| 2026-04-08 | NEUBURGER NICOLE | officer: chief brand officer | S-Sale | 622 | $161.00 | $100K | Filing |
| 2026-04-01 | MAESTRINI ANDRE | officer: pres, cco & interim co-ceo | P-Purchase | 3,275 | $151.02 | $495K | Filing |
| 2026-03-31 | MAESTRINI ANDRE | officer: pres, cco & interim co-ceo | F-Tax Withholding | 357 | $153.10 | $55K | Filing |
| 2026-03-31 | NEUBURGER NICOLE | officer: chief brand officer | F-Tax Withholding | 369 | $153.10 | $56K | Filing |
| 2026-03-31 | FRANK MEGHAN | officer: cfo & interim co-ceo | F-Tax Withholding | 400 | $153.10 | $61K | Filing |
| 2026-03-30 | FRANK MEGHAN | officer: cfo & interim co-ceo | F-Tax Withholding | 1,977 | $145.83 | $288K | Filing |
| 2026-03-30 | FRANK MEGHAN | officer: cfo & interim co-ceo | F-Tax Withholding | 201 | $145.83 | $29K | Filing |
| 2026-03-30 | NEUBURGER NICOLE | officer: chief brand officer | F-Tax Withholding | 1,979 | $145.83 | $289K | Filing |
| 2026-03-30 | MAESTRINI ANDRE | officer: pres, cco & interim co-ceo | F-Tax Withholding | 2,206 | $145.83 | $322K | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-09-25 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2026-09-04 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2026-04-13 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-03-13 | Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2026-03-12 | Gilbert Ray Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-11 | Daniel Milton Newhouse | House | Buy | $1,001 - $15,000 | Filing |
| 2025-12-11 | Dan Newhouse | House | Buy | $1,001 - $15,000 | Filing |
| 2025-12-10 | Daniel Milton Newhouse | House | Buy | $1,001 - $15,000 | Filing |
| 2025-11-12 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-11-11 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-10-07 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2025-09-23 | Val Hoyle | House | Sell | $1,001 - $15,000 | Filing |
| 2025-09-22 | Val Hoyle | House | Sell | $1,001 - $15,000 | Filing |
| 2025-09-05 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2025-07-25 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2025-07-22 | Lisa McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-07-16 | Lisa McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-17 | Marjorie Taylor Greene | House | Sell | $1,001 - $15,000 | Filing |
| 2025-05-11 | Jefferson Shreve | House | Sell | $15,001 - $50,000 | Filing |
| 2025-04-17 | Jefferson Shreve | House | Sell | $15,001 - $50,000 | Filing |
| 2025-04-16 | Jefferson Shreve | House | Sell | $15,001 - $50,000 | Filing |
| 2025-04-08 | Marjorie Taylor Greene | House | Buy | $1,001 - $15,000 | Filing |
| 2025-04-08 | Rob Bresnahan | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-07 | Jefferson Shreve | House | Buy | $15,001 - $50,000 | Filing |
| 2025-04-07 | Robert P. Bresnahan | House | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,850,632 | $1.0B | -650,916 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,830,001 | $780M | -100,621 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,048,153 | $576M | -123,179 | 2026-06-30 | Filing |
| STATE STREET CORP | 4,517,466 | $516M | -3,860 | 2026-06-30 | Filing |
| FEDERATED HERMES, INC. | 3,625,210 | $414M | +622,443 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2,970,005 | $338M | -131,320 | 2026-06-30 | Filing |
| Invesco Ltd. | 2,331,706 | $266M | +515,082 | 2026-06-30 | Filing |
| FIL Ltd | 2,025,858 | $231M | +2,017,697 | 2026-06-30 | Filing |
| FLOSSBACH VON STORCH SE | 1,816,360 | $207M | -41,545 | 2026-06-30 | Filing |
| MORGAN STANLEY | 1,618,224 | $185M | -209,276 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 1,315,759 | $150M | +617,340 | 2026-06-30 | Filing |
| JANE STREET GROUP, LLC | 1,077,155 | $123M | +106,359 | 2026-06-30 | Filing |
| CITADEL ADVISORS LLC | 1,074,188 | $123M | +489,610 | 2026-06-30 | Filing |
| NORGES BANK | 1,031,854 | $118M | +1,031,854 | 2026-06-30 | Filing |
| CITIGROUP INC | 977,992 | $112M | +397,932 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 945,232 | $108M | +76,985 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 945,232 | $108M | +945,232 | 2026-06-30 | Filing |
| UBS Group AG | 928,957 | $106M | +447,381 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 916,976 | $105M | -74,019 | 2026-06-30 | Filing |
| FMR LLC | 908,869 | $104M | -3,395,147 | 2026-06-30 | Filing |