Whatco

lululemon

Athletic apparel · Canada

lululemon designs premium technical athletic apparel, mostly for yoga, running and training, and sells it through its own 800-plus stores and e-commerce sites in 30 countries.

What makes it different

Women's clothing still brings in most of the money.

63%Women's share of net revenueFY2025

Despite the push into men's and footwear, women's apparel is 63% of net revenue.

How big it is

How big is lululemon?

$11.1BNet revenueFY2025
811Company-operated stores2026
39,000Employees2026
How it makes money FY2025

Mostly women's apparel, sold in its own stores and online.

  • Women's apparel63%$7.0B
  • Men's apparel24%$2.7B
  • Accessories and other13%$1.4B
How the business works

Own the fabric, the store, the guest.

  1. 1Technical fabrics and fits
  2. 2Own stores and sites
  3. 3Ambassadors and local communities

Selling almost entirely through its own channels keeps full-price margins and puts guest feedback straight into design.

Who owns it
  • Dennis J. "Chip" Wilson (founder)8.7%
  • BlackRock, Inc.8%
  • Vanguard Capital Management7%

CEO: Heidi O’Neill

Who it competes with
NikeadidasAAlo YogaVVuoriAAthleta (Gap Inc.)Arc'teryx (Amer Sports)UUnder Armour
Key moments
  1. 1998First retail space in a Kitsilano yoga studio
  2. 2003First US store in Santa Monica
  3. 2007Listed on Nasdaq
  4. 2014First store in China Mainland
  5. 7-24Calvin McDonald named CEO
Sources

Every number on this page comes from lululemon's own reports.

Full profile

The rest of the story is in the app.

What lululemon tracks24 metrics
Company-operated stores
Stores in China Mainland
Countries of operation
Results, quarter by quarterwith a chart
Revenue
Profit
Margin
Where the money comes from3 regions
Americas
China Mainland
Rest of World
The full timeline22 moments
2024
2025
2026
lululemon vs Nikeside by side
Revenue
Profit
People
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