Lululemon Athletica Inc.

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | December 18, 2025 Premium

3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty Apparel

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies) in the third quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Store Tracker | December 3, 2025 Premium

US Store Tracker Extra, November 2025: Burlington Stores Takes Total Opened Retail Space to 88 Million Square Feet

In November 2025, announced store openings by Burlington Stores and Alimentation Couche-Tard takes total opened retail space to 88 million square feet, Coresight Research calculates. Dive into all the latest brick-and-mortar developments in US retail with our comprehensive data on closures, openings and square-footage impacts.

Deep Dive | December 1, 2025 Premium

Black Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel Integration

On November 28, 2025, the Coresight Research team conducted its annual Black Friday store tour, visiting more than 30 retailers across Florida, New Jersey and New York. We present our on-the-ground observations, including the scope and depth of promotions, product availability, store execution and consumer activity.

Store Tracker | November 28, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 48: American Signature, Bed Bath & Beyond and Saks To Close Stores

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings by Foot Locker, Alimentation Couche-Tard, Bath & Body Works, more.

Store Tracker | November 6, 2025 Databank Members

US Store Tracker Extra, October 2025: Rite Aid Takes Total Closed Retail Space to 143 Million Square Feet

In October 2025, announced store closures by Rite Aid, Ace Hardware takes total closed retail space to over 143 million square feet, Coresight Research calculates. Dive into all the latest brick-and-mortar developments in US retail with our comprehensive data on closures, openings and square-footage impacts.

Insight Report | October 30, 2025 Premium

2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-Up

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the second quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more.

Store Tracker | October 23, 2025 Databank Members

Canada Store Openings and Closures Tracker 2025: Store Openings Edge Past Closures as Costco, Sephora and Uniqlo Expand

The Canada Store Openings and Closures Tracker series reports on announced and actual store openings and closures in Canada. In this report, we include highlights from Costco, Sephora, Uniqlo and more.

Deep Dive | October 16, 2025 Premium

Holiday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value

Where, when and how will US consumers spend for holiday 2025? We analyze proprietary survey data to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season.

Store Tracker | October 3, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 40: Toys“R”Us Continues To Expand

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store openings by Ace Hardware, Lululemon Athletica, Toys“R”Us and more.

Deep Dive | August 18, 2025 Premium

US Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel Transformation

The US apparel and footwear market is resetting in 2025, with adaptability becoming a key competitive advantage over scale. The retailers poised to lead the market are those making bold moves now. Ahead of our 2025 Market Navigator on apparel and footwear retailing in the US, we explore the key trends and themes in the space, our blue-sky thinking and the retail innovators we are watching.

Store Tracker | August 6, 2025 Databank Members

US Store Tracker Extra, July 2025: 127 Million Square Feet of Retail Space To Close, Outpacing Openings by 60%

In July 2025, announced store closures by At Home, Ace Hardware and Save A Lot pushed the total amount of retail space to close in the US this year to 127 million square feet, Coresight Research calculates. Dive into all the latest brick-and-mortar developments in US retail with our comprehensive data on closures, openings and square-footage impacts.

Store Tracker | July 11, 2025 Databank Members

Weekly UK Store Openings and Closures Tracker 2025, Week 28: Watches of Switzerland Pulls Back on UK Store Estate

Our Weekly UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the UK. This week, we highlight store closures by TGJones, Watches of Switzerland and more.

Deep Dive | July 9, 2025 Databank Members

Consumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey Insights

Are looming tariffs impacting US consumer sentiment? Understand the consumer mindset with our comprehensive data on financial and economic expectations. Also this week, we dive into apparel and footwear shopping trends, uncovering popular retailers, brands and products.

Store Tracker | July 4, 2025 Databank Members

Weekly US Store Openings and Closures Tracker 2025, Week 27: Beauty Brand Miss A Announces Store Expansion

Our Weekly US Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies in the US. This week, we highlight store developments by Alimentation Couche-Tard, Miss A, Parachute, Trees n Trends and more, as well as the stepping down of Ulta Beauty’s Chief Financial Officer.

Store Tracker | July 4, 2025 Databank Members

US Store Tracker Extra, June 2025: 120+ Million Square Feet of Retail Space To Close This Year, Outpacing Openings by Over 1.5X

In June 2025, announced store closures by At Home and New Rite Aid, which have filed for bankruptcy, pushed the total amount of retail space to close in the US this year to over 120 million square feet, Coresight Research calculates. We discuss the latest developments in physical retail with our comprehensive data on closures, openings and square-footage impacts.