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Lululemon10-K: Capex increase

Planning major store expansion in China Mainland for fiscal 2026

Read at SEC EDGAR

What happened

Following 28.9% revenue growth in China, the company is prioritizing this market for new store openings in 2026. This signals significant capital expenditure on real estate, construction, and in-store technology.

Source

SEC EDGARMar 17, 2026

Annual report (Form 10-K)

Lululemon 10-K for FY2026

Filing excerpt

We plan to continue to invest in China Mainland and expect the most company-operated store openings in 2026 to be in this market.

sec.gov/Archives/edgar/data/1397187/000139718726000020/lulu-20260201.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Capex increase

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
02/01
Filed
Mar 17, 2026

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The full record

From the Signal API record

Details

CIK
1397187
Accession number
0001397187-26-000020
Timeframe
Next year
Filing year
2026
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Regions named

  • China Mainland

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Mar 24, 2026
signal_type
sec-10k
signal_subtype
capexIncrease

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/30c85449-d6c5-4509-a69f-2df9e98aedfd returns this record as JSON. POST /v1/companies/enrich returns every signal for lululemon.com.

{
  "signal_id": "30c85449-d6c5-4509-a69f-2df9e98aedfd",
  "signal_type": "sec-10k",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-03-24T05:54:25.098+00:00",
  "company": {
    "name": "Lululemon",
    "domain": "lululemon.com"
  },
  "data": {
    "detail": "Following 28.9% revenue growth in China, the company is prioritizing this market for new store openings in 2026. This signals significant capital expenditure on real estate, construction, and in-store technology.",
    "metrics": {
      "timeframe": "next_year"
    },
    "summary": "Planning major store expansion in China Mainland for fiscal 2026",
    "excerpts": "We plan to continue to invest in China Mainland and expect the most company-operated store openings in 2026 to be in this market.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1397187/000139718726000020/lulu-20260201.htm",
    "filing_date": "2026-03-17",
    "filing_year": 2026,
    "fiscal_year_end": "02/01",
    "sales_relevance": "Budget available",
    "signal_category": "financial",
    "regions_mentioned": [
      "China Mainland"
    ]
  }
}

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