Textiles, Apparel & Luxury Goods
Price
$100.61
-17.38%Market Cap
$11.94B
Day High
$103.16
Day Low
$97.99
lululemon's Q2 FY2026 results were defined by an Americas-led comparable sales decline and higher SG&A, partially offset by a $134.5 million IEEPA tariff refund and continued international growth.
Key risk: U.S. tariff and customs policy volatility
Changes to U.S. tariff and customs policy, including removal of the de minimis exemption, have materially increased product costs and may continue to compress margins. lululemon paid $230 million of IEEPA tariffs and received $134.5 million in refunds during Q2 FY2026, but additional refunds and the scope of new tariffs remain uncertain.
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