lululemon athletica LULU Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net revenue by Business | ||||||
| China Mainland | $478.4M+30.0% | $528.44M+24.3% | $465.36M+46.2% | $392.9M+25.1% | $368.1M+21.2% | |
| Rest of World | $372M+13.4% | $431.48M+10.0% | $367.18M+19.2% | $374.1M+18.6% | $328M+16.0% | |
| Operating Income (Loss) by Business | ||||||
| Americas | $408.48M-30.7% | $834.45M-25.9% | $517.49M-21.0% | $619.39M-7.5% | $589.33M+4.3% | |
| China Mainland | $203.07M+32.2% | $221.98M+38.4% | $173.02M+56.4% | $152.49M+28.1% | $153.64M+28.3% | |
| Rest of World | $69.42M-4.7% | $106.85M+1.3% | $84.96M+23.6% | $81.24M+9.8% | $72.86M+9.3% | |
| Selling, general and administrative expenses by Business | ||||||
| Americas | $483.2M+7.9% | $649.79M+1.4% | $464.37M+6.0% | $464.96M+8.7% | $447.76M+4.6% | |
| China Mainland | $111.21M+35.0% | $111.9M+14.7% | $126.16M+46.7% | $97.05M+25.3% | $82.38M+21.5% | |
| Rest of World | $130.24M+22.4% | $127.71M+13.0% | $115.72M+14.4% | $121.21M+22.8% | $106.41M+20.4% | |
| D&A by Business | ||||||
| Americas | $62.25M+21.0% | $60.71M-0.6% | $58.04M+12.2% | $54.5M+14.0% | $51.44M+16.1% | |
| China Mainland | $11.99M+39.8% | $11.18M+20.4% | $9.57M+17.7% | $8.87M+14.3% | $8.58M+6.9% | |
| Rest of World | $10.54M+21.0% | $9.88M+12.2% | $9.42M+15.5% | $8.57M+15.8% | $8.71M+33.9% | |
| Intangible Amortization by Business | ||||||
| Americas | $0— | $0— | $0— | $0— | $0— | |
| China Mainland | $0— | $0— | $0— | $0— | $0— | |
| Rest of World | $0— | $0— | $0— | $0— | $0— | |
| Net revenue by Product | ||||||
| Accessories and other categories | $286.74M-1.4% | $474.52M+0.5% | $324.73M+12.2% | $353.3M+14.9% | $290.7M+8.5% | |
| Men's apparel | $581.88M+6.8% | $898.36M-1.7% | $596.24M+8.1% | $624.6M+6.3% | $544.79M+7.7% | |
| Women's apparel | $1.6B+4.4% | $2.27B+1.9% | $1.64B+5.7% | $1.55B+4.8% | $1.54B+7.0% | |
| Cost of goods sold by Product | ||||||
| Other cost of sales | $386.34M+15.5% | $378.54M+4.1% | $345.39M+7.0% | $331.88M+9.7% | $334.64M+10.5% | |
| Product costs | $746.45M+14.3% | $1.26B+18.6% | $794.61M+18.2% | $716.14M+9.1% | $652.9M+3.5% | |
| Net revenue by Geography | ||||||
| Canada | $283.34M-3.2% | $477.47M+0.5% | $331.6M-1.2% | $321.29M+0.6% | $292.82M+3.9% | |
| China Mainland | $478.4M+30.0% | $528.44M+24.3% | $465.36M+46.2% | $392.9M+25.1% | $368.1M+21.2% | |
| Hong Kong SAR, Taiwan, and Macau SAR | $51.41M+16.6% | $60.88M+11.2% | $46.46M+13.2% | $47.63M+13.3% | $44.1M+4.4% | |
| Mexico | $24.66M+28.4% | $33.54M+48.2% | $20.81M+95.2% | $21.92M— | $19.21M— | |
| Other geographic areas | $320.59M+12.9% | $370.6M+9.8% | $320.71M+20.2% | $326.47M+19.4% | $283.9M+18.0% | |
| United States | $1.31B-3.6% | $2.17B-5.5% | $1.38B-3.0% | $1.42B-0.5% | $1.36B+1.7% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does lululemon athletica break its business down?
- lululemon athletica (LULU) reports net revenue by business across 2 parts — China Mainland and Rest of World. Each is extracted from the segment footnotes and tracked over time.
- Where does lululemon athletica's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in lululemon athletica's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
