LULU Shares Sink 20% In A Week: How Does the Competition Measure Up?
Here is how Lululemon Athletica (LULU) stacks up against its peers in size, valuation, growth and margin.
- LULU’s operating margin of 22.9% is high, higher than most peers though lower than LB (47.8%).
- LULU’s revenue growth of 9.2% in the last 12 months is moderate, outpacing NKE, UA but lagging SKX, LB.
- LULU’s stock is down 35.0% in last 1 year, and trades at a PE of 11.1; it underperformed NKE, SKX, UA, LB.
As a quick background, Lululemon Athletica provides athletic apparel and accessories for women and men through company-operated stores and direct-to-consumer channels across multiple countries worldwide.
| LULU | NKE | SKX | UA | LB | |
|---|---|---|---|---|---|
| Market Cap ($ Bil) | 19.8 | 109.8 | 9.5 | 2.1 | 1.2 |
| Revenue ($ Bil) | 10.9 | 46.3 | 9.4 | 5.1 | 0.2 |
| PE Ratio | 11.1 | 34.1 | 14.2 | 20.6 | 65.3 |
| LTM Revenue Growth | 9.2% | -9.8% | 12.1% | -8.2% | 95.0% |
| LTM Operating Margin | 22.9% | 8.0% | 8.9% | 3.2% | 47.8% |
| LTM FCF Margin | 10.7% | 7.1% | 0.7% | -6.3% | 54.8% |
| 12M Market Return | -35.0% | -3.1% | -3.8% | -24.4% | 50.7% |
Why does this matter? LULU just went down -19.6% in a week – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell LULU Stock to see if Lululemon Athletica is really a falling knife. Sharp dips often come with rebound opportunities – see how the stock has dipped and recovered in the past through LULU Dip Buyer Analysis lens.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LULU | 9.2% | 10.1% | 18.6% | 29.6% | |
| NKE | -9.8% | -9.8% | 0.3% | 9.6% | |
| SKX | 12.1% | – | 12.1% | 7.5% | 18.0% |
| UA | -8.2% | -9.4% | -3.4% | 3.9% | |
| LB | 95.0% | – | 50.9% | 40.7% | – |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LULU | 22.9% | 23.7% | 22.9% | 21.3% | |
| NKE | 8.0% | 8.0% | 12.3% | 11.5% | |
| SKX | 8.9% | – | 10.1% | 9.8% | 7.3% |
| UA | 3.2% | -2.5% | 4.0% | 4.5% | |
| LB | 47.8% | – | -15.0% | 96.1% | -6.2% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LULU | 11.1 | 26.1 | 41.8 | 47.8 | |
| NKE | 34.1 | 34.9 | 28.9 | 35.8 | |
| SKX | 14.2 | – | 16.0 | 17.7 | 17.5 |
| UA | 20.6 | -16.0 | 15.8 | 10.8 | |
| LB | 65.3 | – | 225.1 | – | – |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.