Lululemon Athletica (LULU) Change in Inventory (2009 - 2026)
Lululemon Athletica (LULU) posted quarterly Change in Inventory of -$328.8 million for Q1 2026, down 2.23% year-over-year from -$336.3 million in Q1 2025, and down 217.6% quarter-over-quarter from $279.6 million in Q4 2025.
Lululemon Athletica (LULU) Change in Inventory (2009 - 2026) Analysis & Trends
Lululemon Athletica's Change in Inventory history runs 18 years deep, the most recent figure standing at -$328.8 million for Q1 2026.
- In Q1 2026, Change in Inventory fell 2.23% year-over-year to -$328.8 million; the TTM figure through Feb 2026 stood at $188.7 million (up 20.9% YoY), while the FY2026 annual figure was $188.7 million, up 20.9% from the prior year.
- Change in Inventory for Q1 2026 stood at -$328.8 million, down from $279.6 million in the prior quarter.
- The five-year high for Change in Inventory was $351.6 million in Q4 2024, with the low at -$368.4 million in Q1 2024.
- The 5-year median for Change in Inventory is $78.9 million (2023), against an average of $52.1 million.
- The sharpest annual moves came in 2023 and 2024: Change in Inventory plunged 843.32% in 2023, then soared 418.97% in 2024.
- Lululemon Athletica's Change in Inventory stood at $321.5 million in 2022, then sank by 78.92% to $67.8 million in 2023, then jumped by 418.97% to $351.6 million in 2024, then declined by 20.48% to $279.6 million in 2025, then tumbled by 217.6% to -$328.8 million in 2026.
- Business Quant data shows LULU's Change in Inventory at -$328.8 million in Q1 2026, $279.6 million in Q4 2025, and $63.6 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Tjx Companies | 155.48 Bn | 149.90 Bn | 4.48 Bn | 382.00 Mn |
| 2 | Ross Stores | 76.36 Bn | 72.23 Bn | 1.78 Bn | 345.99 Mn |
| 3 | Burlington Stores | 20.56 Bn | 19.81 Bn | 1.26 Bn | 132.30 Mn |
| 4 | Lululemon Athletica | 13.95 Bn | 12.43 Bn | 1.34 Bn | -23.64 Mn |
| 5 | Gap | 7.26 Bn | 4.70 Bn | 1.42 Bn | -112.00 Mn |
| 6 | Victoria's Secret | 6.93 Bn | 6.72 Bn | 585.00 Mn | 26.00 Mn |
| 7 | Urban Outfitters | 6.49 Bn | 6.08 Bn | 542.57 Mn | 26.74 Mn |
| 8 | Boot Barn Holdings | 5.02 Bn | 4.88 Bn | - | - |
| 9 | Abercrombie & Fitch | 4.89 Bn | 4.27 Bn | 682.63 Mn | -68.30 Mn |
| 10 | American Eagle Outfitters | 2.71 Bn | 2.61 Bn | 456.17 Mn | 114.51 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| May 3, 2026 | -23.64 Mn |
| May 3, 2026 | -23.64 Mn |
| Feb 1, 2026 | -328.77 Mn |
| Feb 1, 2026 | -328.77 Mn |
| Nov 2, 2025 | 279.58 Mn |
| Nov 2, 2025 | 279.58 Mn |
| Aug 3, 2025 | 63.58 Mn |
| Aug 3, 2025 | 63.58 Mn |
| May 4, 2025 | 174.32 Mn |
| May 4, 2025 | 174.32 Mn |
| Feb 2, 2025 | -321.60 Mn |
| Feb 2, 2025 | -321.60 Mn |
| Oct 27, 2024 | 351.61 Mn |
| Oct 27, 2024 | 351.61 Mn |
| Jul 28, 2024 | 89.65 Mn |
| Jul 28, 2024 | 89.65 Mn |
| Apr 28, 2024 | 36.43 Mn |
| Apr 28, 2024 | 36.43 Mn |
| Jan 28, 2024 | -368.39 Mn |
| Jan 28, 2024 | -368.39 Mn |