LULU · Q4 FY25 · Nov 3, 2025 – Feb 1, 2026
Lululemon Athletica Q4 FY25: where the revenue came from and where it went
Lululemon Athletica Q4 FY25: revenue $3.6B (+1% year over year). Net profit $0.6B. Largest cohort Womens Apparel $2.3B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Nov 3, 2025 – Feb 1, 2026
- Reported
- Mar 17, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$3.6B
+1% year over year
Gross profit$2B
55% margin
Operating profit$0.8B
22% margin
Net profit$0.6B
16% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 3.6 | 100% | +1% |
| Womens Apparel | 2.3 | 64% | +2% |
| Mens Apparel | 0.9 | 25% | −2% |
| Accessories and Other Categories | 0.5 | 14% | +0% |
| Cost of revenue | −1.6 | 44% | |
| Gross profit | 2 | 55% margin | −6pp |
| SG&A | −1.2 | 33% | +1pp |
| Operating profit | 0.8 | 22% margin | −7pp |
| Tax | −0.2 | ||
| Net profit | 0.6 | 16% | −5pp |
Older quarters
-
Q1 FY26 5/2026Revenue $2.5B Net margin 8%
-
Q3 FY25 11/2025Revenue $2.6B Net margin 12%
-
Q2 FY25 8/2025Revenue $2.5B Net margin 15%
New results in your inbox
When a big company reports, you get the diagram before anyone has time to comment on it. No spam, one-click unsubscribe.