All companies
Lululemon Athletica Inc. logo

What smart money is saying about Lululemon Athletica Inc.Canada flag

LULU · Consumer Cyclical · Apparel - Retail · Market cap $20.47B

3 funds in our archive have pitched Lululemon Athletica Inc. — most recently Tapasya in December 2025.

Company profile

lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails athletic apparel and accessories for women and men. It operates in two segments, Company-Operated Stores and Direct to Consumer. The company offers pants, shorts, tops, and jackets for healthy lifestyle and athletic activities, such as yoga, running, and training, as well as other sweaty pursuits. It also provides fitness-related accessories and footwear. The company sells its products through a chain of company-operated stores; outlets and warehouse sales; interactive workout platform; a network of wholesale accounts, such as yoga studios, health clubs, and fitness centers; temporary locations; and license and supply arrangements, as well as directly to consumer through mobile apps and lululemon.com e-commerce website. As of January 30, 2022, it operated 574 company-operated stores under the lululemon brand in the United States, Canada, the People's Republic of China, Australia, the United Kingdom, Japan, New Zealand, Germany, South Korea, Singapore, France, Malaysia, Sweden, Ireland, the Netherlands, Norway, and Switzerland. lululemon athletica inc. was founded in 1998 and is based in Vancouver, Canada.

Get an email when a fund writes about it

Summarize with Warren AI
3
Reported positions
0
Bought
2
Sold
7
Letters

Position history

Between Q4 2024 and Q2 2026, 3 fund letters reported a position in Lululemon Athletica Inc.2 trimmed or exited.

Fund letters reporting a position in Lululemon Athletica Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20263020
Q4 20250001
Q1 20250001
Q4 20240001

Fund activity · 3 positions · 2 moves

Also mentioned · 1

These funds discuss Lululemon Athletica Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedNexPoint Event Driven Fund
    December 2025
    During the fourth quarter, activists publicly launched campaigns against several large-cap companies. Specifically, Elliott Investment Management targeted sports apparel maker Lululemon, while Starboard Value went after oil & gas construction company Fluor and Keurig Dr Pepper, and Jana Partners, in concert with Browning West, went after specialty healthcare manufacturer Cooper Companies.
    Lululemon Athletica Inc.

Fund coverage · 3 theses

Read every full thesis on Lululemon Athletica Inc.

Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans
Share this ledger