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  • Securities Litigation (worsened) — The securities class action progressed with an amended complaint and a motion to dismiss, indicating ongoing litigation risk.
NASDAQ: LULU lululemon athletica inc. 10-Q

Lululemon Q3 revenue up 7.1% to $2.57B, but net income falls 12.8% to $306.8M on tariffs and Americas weakness

Filed December 11, 2025 · Period ending November 2, 2025 · Compared to 10-Q Dec 5, 2024 · ~1 min read

Key Changes

  • high

    Tariffs and de minimis removal cut operating income by $60M year-to-date; full-year hit expected at $210M net of mitigation.

    MD&A: Tariff Impact verify on EDGAR →
  • high

    Americas net revenue fell 2% and comparable sales dropped 5% on lower traffic and conversion, while China Mainland grew 46%.

    MD&A: Segment Performance verify on EDGAR →
  • high

    CEO Calvin McDonald to step down January 31, 2026; CFO Meghan Frank and CCO Andre Maestrini named interim co-CEOs.

    Notes: CEO Transition view on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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View original filing on SEC.gov View full financials on EDGAR ↗

Figures/quotes linked to EDGAR · Narrative written by AI · Sep 27, 2026 · How we verify