Lululemon Athletica Inc. (LULU)

Athletic apparel stores, 39,000 employees. Read October 2, 2026 from the annual report for the period ending February 1, 2026, filed March 17, 2026. Ranked 6 of the 54 Consumer Cyclical companies read so far, by the share within reach now.

The filing states one total and nothing by kind of work or country, so the whole workforce takes the clothing retail pattern by description (c).

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 24% now, 29% at the end of 2027, 30% at the end of 2028, 31% at the end of 2030. By the patterns, the work is about 31% desk work, 27% people work and 42% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 69% of the working time stays with people (conversation, in-person and hands-on work), 17% becomes checking a model's work and 13% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

39,000 employees as of February 1, 2026 (stated). A worldwide workforce; the filing states no count by country.

The filing: “As of February 1, 2026, we had approximately 39,000 employees worldwide.”

The workforce as industry patterns

What the filing says about the workforce: About 39,000 employees worldwide; gender pay equity globally and full pay equity in the United States by its own analysis; up to six months of paid parenthood leave.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Clothing and Clothing Accessories Retailers, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• TJX (TJX, 377,000 employees)23% now, 31% by 2028
• Ross Stores, Inc. (ROST, 111,000 employees)23% now, 29% by 2028
• Burlington Stores, Inc. (BURL, 83,309 employees)23% now, 31% by 2028
• The Gap, Inc. (GAP, 79,000 employees)23% now, 32% by 2028
• American Eagle Outfitters, Inc. (AEO, 45,000 employees)24% now, 30% by 2028
• Abercrombie & Fitch Co. (ANF, 43,200 employees)24% now, 30% by 2028

What the filing says about AI

12 sentences in the filing name AI. Twelve sentences, as risks: AI-enabled shopping tools reducing its control over consumer decisions and brand loyalty, AI increasing the sophistication of cyberattacks, and the security risks of its own use of generative AI.

• “The rapid rise of artificial intelligence ("AI")‑enabled shopping tools may reduce our control over consumer decision‑making and brand loyalty, as third‑party AI platforms increasingly influence product discovery and purchases on behalf of customers.”
• “Advances in AI and other technological developments could increase the sophistication of cyberattacks and may result in the technology used by us to protect transaction or other data being breached or compromised.”
• “In addition, our increasing use of AI tools and technologies, including generative AI, introduces new security risks, such as the potential for adversarial manipulation of AI models, unintended data exposure through AI systems, or reliance on AI outputs that may be inaccurate or biased.”
• “Data and security breaches can also occur as a result of non-technical issues including intentional or inadvertent breach, including by misusing AI, by employees or persons with whom we have commercial relationships that result in the unauthorized release or use of personal or confidential information, and we may in some cases be held responsible for such incidents under evolving privacy laws.”
• “We are subject to an evolving cybersecurity, privacy, and AI regulatory environment, and failure to comply with new or existing requirements, including federal cybersecurity incident disclosure obligations, could result in regulatory enforcement and further financial or reputational harm.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20210median 0
• Fiscal 20220median 0
• Fiscal 20230median 1
• Fiscal 20242median 4
• Fiscal 202512median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• No count by stores against distribution, design and corporate, or by country: one retail pattern by description (c).

Source: the company's annual report on EDGAR, accession 0001397187-26-000020, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.