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Lululemon10-Q: Margin pressure

Operating income plummeted 37% YoY to $277M amid rising costs.

Read at SEC EDGAR

What happened

Lululemon's income from operations fell sharply from $438.6M to $276.9M year-over-year, while SG&A expenses increased by over $117M. This significant margin compression indicates pressure to find cost efficiencies and optimize operational spending.

Source

SEC EDGARJun 4, 2026

Quarterly report (Form 10-Q)

Lululemon 10-Q

Filing excerpt

Income from operations: $276,946 (Quarter Ended May 3, 2026) vs $438,625 (Quarter Ended May 4, 2025)

sec.gov/Archives/edgar/data/1397187/000139718726000078/lulu-20260503.htmRead the full source

Other signals in this filing (10)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Margin pressure

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

Fiscal year end
05/03
Filed
Jun 4, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$162M (Year-over-year decrease in income from operations)
Percent
-37% (Year-over-year percentage decrease in income from operations)

Details

CIK
1397187
Accession number
0001397187-26-000078
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Efficiency tools needed
Signal category
Financial

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Jun 9, 2026
signal_type
sec-10q
signal_subtype
marginPressure

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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/adc001a3-4be3-49e9-b940-b16cefbf2136 returns this record as JSON. POST /v1/companies/enrich returns every signal for lululemon.com.

{
  "signal_id": "adc001a3-4be3-49e9-b940-b16cefbf2136",
  "signal_type": "sec-10q",
  "signal_subtype": "marginPressure",
  "detected_at": "2026-06-09T06:51:35.004+00:00",
  "company": {
    "name": "Lululemon",
    "domain": "lululemon.com"
  },
  "data": {
    "detail": "Lululemon's income from operations fell sharply from $438.6M to $276.9M year-over-year, while SG&A expenses increased by over $117M. This significant margin compression indicates pressure to find cost efficiencies and optimize operational spending.",
    "metrics": {
      "pct": -0.37,
      "timeframe": "current_quarter",
      "pct_context": "Year-over-year percentage decrease in income from operations",
      "dollar_context": "Year-over-year decrease in income from operations",
      "dollar_millions": 161.7
    },
    "summary": "Operating income plummeted 37% YoY to $277M amid rising costs.",
    "excerpts": "Income from operations: $276,946 (Quarter Ended May 3, 2026) vs $438,625 (Quarter Ended May 4, 2025)",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1397187/000139718726000078/lulu-20260503.htm",
    "filing_date": "2026-06-04",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "05/03",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "financial"
  }
}

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