Lululemon Athletica (LULU)
Market Price (12/26/2025): $210.33 | Market Cap: $24.9 BilSector: Consumer Discretionary | Industry: Apparel, Accessories & Luxury Goods
Lululemon Athletica (LULU)
Market Price (12/26/2025): $210.33Market Cap: $24.9 BilSector: Consumer DiscretionaryIndustry: Apparel, Accessories & Luxury Goods
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.0% | Weak multi-year price returns2Y Excs Rtn is -106%, 3Y Excs Rtn is -115% | Key risksLULU key risks include [1] sales stagnation in its core North American market driven by product fatigue, Show more. |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 22% | ||
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 10% | ||
| Low stock price volatilityVol 12M is 49% | ||
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, Experience Economy & Premiumization, and Health & Wellness Trends. Themes include Direct-to-Consumer Brands, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.0% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 22% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 10% |
| Low stock price volatilityVol 12M is 49% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, Experience Economy & Premiumization, and Health & Wellness Trends. Themes include Direct-to-Consumer Brands, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -106%, 3Y Excs Rtn is -115% |
| Key risksLULU key risks include [1] sales stagnation in its core North American market driven by product fatigue, Show more. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
Here are five key points highlighting why Lululemon Athletica (LULU) stock experienced upward movement, including an approximate 4.1% surge around December 20, 2025: **1. Strong Third Quarter Fiscal 2025 Earnings Beat.** Lululemon announced its third quarter fiscal 2025 results on December 11, 2025, reporting diluted earnings per share (EPS) of $2.59, significantly exceeding analysts' consensus estimate of $2.22. Additionally, quarterly revenue rose 7.1% year-over-year to $2.57 billion, surpassing analysts' expectations of $2.48 billion. This strong financial performance signaled robust operational health and pleased investors. **2. Activist Investor Elliott Management Taking a Significant Stake.** Around December 18-21, 2025, news emerged that activist investor Elliott Management had acquired a substantial stake in Lululemon, exceeding $1 billion. Elliott Management was reportedly advocating for a new CEO, a development that often signals potential strategic changes and can be viewed positively by the market, sparking a rally in the stock. **3. Expansion of Stock Repurchase Program.** On December 3, 2025, Lululemon's Board of Directors approved a $1.0 billion increase to the company's existing stock repurchase program. As of December 11, 2025, this brought the total authorized amount remaining for repurchase to approximately $1.6 billion. Such significant share buybacks demonstrate management's confidence in the company's valuation and can enhance shareholder value. **4. Robust International Growth.** Despite some reported softness in the North American business, Lululemon continued to demonstrate strong international growth, particularly in China. This global expansion was highlighted as a key driver of the company's revenue beat in the third quarter of fiscal 2025, diversifying revenue streams and contributing to overall positive investor sentiment. **5. Analyst Sentiment and Price Target Adjustments.** Following the Q3 2025 earnings and updated guidance, while some analysts adjusted their ratings or price targets downward due to a softer outlook for Q4, others maintained or even raised their price targets. For instance, on December 12, 2025, Bank of America raised its price target to $220, and Jefferies Financial Group reaffirmed an "underperform" rating but later raised its price target to $200 by December 18, 2025, indicating mixed but often upward-revised analyst outlooks in the face of new information. Show moreStock Movement Drivers
Fundamental Drivers
The 22.3% change in LULU stock from 9/25/2025 to 12/25/2025 was primarily driven by a 24.4% change in the company's P/E Multiple.| 9252025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 172.01 | 210.40 | 22.32% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 10904.04 | 11073.30 | 1.55% |
| Net Income Margin (%) | 16.38% | 15.72% | -4.01% |
| P/E Multiple | 11.52 | 14.33 | 24.37% |
| Shares Outstanding (Mil) | 119.60 | 118.53 | 0.89% |
| Cumulative Contribution | 22.31% |
Market Drivers
9/25/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| LULU | 22.3% | |
| Market (SPY) | 4.9% | 36.9% |
| Sector (XLY) | 3.8% | 60.0% |
Fundamental Drivers
The -9.1% change in LULU stock from 6/26/2025 to 12/25/2025 was primarily driven by a -7.3% change in the company's P/E Multiple.| 6262025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 231.58 | 210.40 | -9.15% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 10749.90 | 11073.30 | 3.01% |
| Net Income Margin (%) | 16.82% | 15.72% | -6.52% |
| P/E Multiple | 15.45 | 14.33 | -7.29% |
| Shares Outstanding (Mil) | 120.63 | 118.53 | 1.74% |
| Cumulative Contribution | -9.17% |
Market Drivers
6/26/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| LULU | -9.1% | |
| Market (SPY) | 13.1% | 38.1% |
| Sector (XLY) | 14.2% | 47.4% |
Fundamental Drivers
The -45.4% change in LULU stock from 12/25/2024 to 12/25/2025 was primarily driven by a -47.5% change in the company's P/E Multiple.| 12252024 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 385.69 | 210.40 | -45.45% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 10181.73 | 11073.30 | 8.76% |
| Net Income Margin (%) | 17.05% | 15.72% | -7.78% |
| P/E Multiple | 27.26 | 14.33 | -47.45% |
| Shares Outstanding (Mil) | 122.70 | 118.53 | 3.39% |
| Cumulative Contribution | -45.51% |
Market Drivers
12/25/2024 to 12/25/2025| Return | Correlation | |
|---|---|---|
| LULU | -45.4% | |
| Market (SPY) | 15.8% | 44.0% |
| Sector (XLY) | 5.3% | 49.9% |
Fundamental Drivers
The -32.5% change in LULU stock from 12/26/2022 to 12/25/2025 was primarily driven by a -57.8% change in the company's P/E Multiple.| 12262022 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 311.54 | 210.40 | -32.46% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 7467.79 | 11073.30 | 48.28% |
| Net Income Margin (%) | 15.66% | 15.72% | 0.38% |
| P/E Multiple | 33.97 | 14.33 | -57.82% |
| Shares Outstanding (Mil) | 127.51 | 118.53 | 7.04% |
| Cumulative Contribution | -32.80% |
Market Drivers
12/26/2023 to 12/25/2025| Return | Correlation | |
|---|---|---|
| LULU | -58.4% | |
| Market (SPY) | 48.3% | 41.4% |
| Sector (XLY) | 38.1% | 48.7% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| LULU Return | 50% | 12% | -18% | 60% | -25% | -44% | -8% |
| Peers Return | 16% | 13% | -25% | 29% | 24% | -12% | 38% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 115% |
Monthly Win Rates [3] | |||||||
| LULU Win Rate | 58% | 42% | 33% | 83% | 50% | 42% | |
| Peers Win Rate | 53% | 55% | 35% | 55% | 55% | 48% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| LULU Max Drawdown | -40% | -18% | -34% | -9% | -54% | -58% | |
| Peers Max Drawdown | -51% | -10% | -48% | -15% | -20% | -42% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: NKE, DECK, VFC, PVH, RL. See LULU Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/24/2025 (YTD)
How Low Can It Go
| Event | LULU | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -46.1% | -25.4% |
| % Gain to Breakeven | 85.6% | 34.1% |
| Time to Breakeven | 563 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -47.3% | -33.9% |
| % Gain to Breakeven | 89.7% | 51.3% |
| Time to Breakeven | 66 days | 148 days |
| 2018 Correction | ||
| % Loss | -31.5% | -19.8% |
| % Gain to Breakeven | 45.9% | 24.7% |
| Time to Breakeven | 191 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -92.3% | -56.8% |
| % Gain to Breakeven | 1191.8% | 131.3% |
| Time to Breakeven | 640 days | 1,480 days |
Compare to NKE, UA, LB, AGIE, JPO
In The Past
Lululemon Athletica's stock fell -46.1% during the 2022 Inflation Shock from a high on 11/16/2021. A -46.1% loss requires a 85.6% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth over time.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails athletic apparel and accessories for women and men. It operates in two segments, Company-Operated Stores and Direct to Consumer. The company offers pants, shorts, tops, and jackets for healthy lifestyle and athletic activities, such as yoga, running, and training, as well as other sweaty pursuits. It also provides fitness-related accessories and footwear. The company sells its products through a chain of company-operated stores; outlets and warehouse sales; interactive workout platform; a network of wholesale accounts, such as yoga studios, health clubs, and fitness centers; temporary locations; and license and supply arrangements, as well as directly to consumer through mobile apps and lululemon.com e-commerce website. As of January 30, 2022, it operated 574 company-operated stores under the lululemon brand in the United States, Canada, the People's Republic of China, Australia, the United Kingdom, Japan, New Zealand, Germany, South Korea, Singapore, France, Malaysia, Sweden, Ireland, the Netherlands, Norway, and Switzerland. lululemon athletica inc. was founded in 1998 and is based in Vancouver, Canada.
AI Analysis | Feedback
Here are 1-3 brief analogies for Lululemon Athletica (LULU):
- The Apple of activewear.
- Nike for high-end yoga and athleisure.
- Patagonia for active and wellness apparel.
AI Analysis | Feedback
- Athletic Apparel (Women's): High-performance clothing for yoga, running, training, and lifestyle wear, including leggings, tops, and bras.
- Athletic Apparel (Men's): Performance-focused clothing for active pursuits and casual wear, such as shorts, pants, and shirts.
- Accessories: Functional items like bags, yoga mats, and water bottles designed to complement an active lifestyle.
- Footwear: Athletic shoes engineered for comfort and performance across various activities.
- Lululemon Studio: A connected fitness platform offering interactive home workouts and personalized fitness content through a subscription service.
AI Analysis | Feedback
Lululemon Athletica (symbol: LULU) primarily sells its products directly to **individuals** through its company-operated stores and e-commerce platforms, rather than to other businesses.
The company serves the following categories of customers:
- Active Lifestyle Enthusiasts: This core demographic comprises individuals who actively participate in fitness activities such as yoga, running, training, and other sports. They seek high-performance athletic apparel that offers comfort, durability, and style, supporting their active lifestyles.
- Athleisure & Everyday Wearers: A significant portion of Lululemon's customers purchase its products for their comfort, versatility, and fashion appeal in everyday settings. These consumers wear Lululemon for casual outings, errands, work-from-home attire, and general leisure, appreciating the blend of athletic comfort with casual style.
- Affluent & Brand-Conscious Consumers: Lululemon targets a customer base that values premium quality, innovative design, and a strong brand image. These consumers are often affluent and are willing to invest in higher-priced apparel for its perceived value, durability, and the aspirational lifestyle associated with the Lululemon brand.
AI Analysis | Feedback
null
AI Analysis | Feedback
Calvin McDonald, Chief Executive Officer
Calvin McDonald became CEO of Lululemon Athletica in August 2018. He is a growth-oriented leader known for scaling organizations and integrating how brands engage with customers across various channels. Prior to Lululemon, he served for five years as President and CEO of Sephora Americas, a division of LVMH. Earlier in his career, Mr. McDonald spent two years as President and CEO of Sears Canada and 17 years at Loblaw Companies Limited, Canada's largest retailer.
Meghan Frank, Chief Financial Officer
Meghan Frank was promoted to Chief Financial Officer of Lululemon Athletica in November 2020, becoming the company's first female CFO. She joined Lululemon in 2016 as Senior Vice President of Financial Planning and Analysis. Ms. Frank has over 20 years of experience in the retail industry, having previously held senior roles at Ross Stores and J. Crew for nearly a decade.
Celeste Burgoyne, President, Americas and Global Guest Innovation
Celeste Burgoyne has been with Lululemon since 2006, leading the U.S. expansion and holding various leadership positions. Her roles have included Executive Vice President, Americas and Global Guest Innovation, Senior Vice President, Retail, North America, Vice President of Store Operations, and General Manager of U.S. Operations. Before joining Lululemon, she spent ten years at Abercrombie & Fitch in various roles, including Senior Director of Stores.
André Maestrini, Executive Vice President, International
André Maestrini joined Lululemon in January 2021 to lead the company's international expansion. He previously spent 14 years at Adidas in various senior roles across global offices, most recently as Senior Vice President, Global General Manager, Sports Business Units. Prior to Adidas, Mr. Maestrini held marketing positions at The Coca-Cola Company, Danone, and Kraft Jacobs Suchard.
AI Analysis | Feedback
The key risks to Lululemon Athletica (LULU) are:
- Intensifying Competition and North American Market Stagnation: Lululemon faces a highly competitive athleisure market with significant threats from established brands like Nike, as well as agile niche players such as Alo Yoga and Vuori. These competitors often offer similar quality at lower price points and are perceived as more fashion-forward. Lululemon's core North American market has experienced "seven consecutive quarters of flat or declining comparable sales". This is further exacerbated by "product fatigue," with core categories becoming "predictable" and "stale," leading to a decline in customer visits and sales.
- Supply Chain Vulnerabilities, Geopolitical Risks, and Tariff Exposure: Lululemon's reliance on a global supply chain makes it vulnerable to political and economic instability. U.S. tariffs on imports from Vietnam (up to 20%) and the removal of the de minimis exemption are estimated to cost Lululemon $240 million in 2025, impacting gross profit. The company's supply chain is also exposed to the U.S. Uyghur Forced Labor Prevention Act (UFLPA) due to accusations of sourcing cotton from Xinjiang, risking enforcement and reputational damage. Other supply chain risks include labor shortages, trade restrictions, and potential disruptions from not having long-term contracts with most suppliers.
- Shifting Consumer Spending Habits and Economic Downturns: Lululemon's financial performance is susceptible to economic downturns and changes in consumer spending habits. A broader economic slowdown and inflation are causing consumers to prioritize essential goods and seek out discounts, directly challenging Lululemon's premium pricing strategy. This shift in consumer behavior and macroeconomic headwinds threaten Lululemon's sales and profitability.
AI Analysis | Feedback
The rapid emergence and expansion of premium athleisure competitors such as Vuori and Alo Yoga pose a clear emerging threat. These brands are gaining significant market share, expanding their retail footprints, and building strong brand loyalty by directly targeting Lululemon's core customer base with similar high-quality products and lifestyle positioning. Their aggressive growth challenges Lululemon's long-held dominance in the premium activewear segment.
AI Analysis | Feedback
Lululemon Athletica Inc. (LULU) operates in the global athletic apparel and accessories market, with its main products and services falling under athleisure wear, specialized yoga clothing, footwear, and various accessories. The addressable markets for its key product categories are detailed below:
Athleisure/Athletic Apparel
- Global Market: The global athleisure market was valued at approximately USD 389.47 billion in 2024. It is projected to grow to USD 941.65 billion by 2034, exhibiting a compound annual growth rate (CAGR) of 9.2% from 2025 to 2034. Other estimates for the global athleisure market include USD 338.48 billion in 2024, projected to reach USD 716.05 billion by 2032 (CAGR of 9.82%). The global sportswear market, which encompasses athleisure, was valued at USD 395.03 billion in 2023 and is expected to reach USD 579.96 billion by 2029, growing at a CAGR of 6.61% from 2023 to 2029.
- U.S. Market: The North American athleisure market was valued at USD 126.19 billion in 2024. The U.S. athleisure market is a significant contributor, accounting for over 89.30% of the North American athleisure market in 2024 and was valued at USD 93,494.7 million in 2022. It is expected to reach USD 176,520.2 million by 2030, with a CAGR of 8.6% from 2025 to 2030.
Yoga Clothing
- Global Market: The global yoga clothing market size was valued at USD 31.03 billion in 2024 and is estimated to reach USD 53.59 billion by 2030, growing at a CAGR of 9.7% from 2025 to 2030. Another report indicated the global yoga apparel market surpassed USD 40 billion in 2024 and is projected to exceed USD 60 billion by 2028.
- U.S. Market: The United States yoga clothing market was valued at USD 8.47 billion in 2024 and is expected to reach USD 13.76 billion by 2030, with a CAGR of 5.87%. The North America yoga clothing market was valued at USD 9.84 billion in 2024.
Footwear
null
Accessories
null
AI Analysis | Feedback
Expected Drivers of Future Revenue Growth for Lululemon Athletica (LULU)
Over the next 2-3 years, Lululemon Athletica (LULU) is expected to drive future revenue growth through several key strategic initiatives, primarily centered around its "Power of Three x2" growth plan. These drivers include aggressive international expansion, sustained product innovation and diversification, and continued growth in its digital and e-commerce channels.
- International Expansion: Lululemon aims to significantly grow its international presence, with a target to quadruple international revenue from 2021 levels by the end of 2026. A major focus of this expansion is on markets like China, which has shown substantial revenue growth, and further penetration into European countries. The company plans to open 40 to 45 net new company-operated stores in 2025, with a considerable emphasis on these international markets. New franchise markets such as Denmark, Belgium, Turkey, and the Czech Republic are also part of this global growth strategy.
- Product Innovation and Diversification: A core component of Lululemon's growth strategy involves consistent product innovation and diversification into new categories. The company plans to double its men's revenue by 2026 and continues to expand its offerings for women and accessories. This includes venturing into new product categories such as footwear, tennis, golf, and personal care. Lululemon is also focusing on refreshing its core product lines and introducing new designs, aiming for new styles to constitute 35% of its assortment by Spring 2026. The "Science of Feel" platform and AI-driven design are being leveraged to accelerate product development and respond to consumer trends.
- Digital and E-commerce Growth: Lululemon is committed to strengthening its direct-to-consumer e-commerce platform and enhancing omnichannel capabilities. The "Power of Three x2" strategy includes a goal to double digital revenues by 2026. Investments in developing robust e-commerce sites, transactional omni functionality, and increased fulfillment capabilities are key. The company is also enhancing its mobile app and implementing features like curbside pickups, same-day deliveries, and buy online pick up in-store (BOPUS) to improve the guest experience and capture growing online demand.
AI Analysis | Feedback
Share Repurchases
- As of August 29, 2025, Lululemon completed the repurchase of 7,559,307 shares for $2,211.59 million under a buyback plan announced on December 7, 2023.
- The company repurchased $1.6 billion worth of shares in 2024, including 0.9 million shares in Q4 2024.
- Lululemon announced plans to add $1 billion to its stock repurchase program.
Share Issuance
- Lululemon Athletica's issuance of common stock averaged $21.481 million annually for fiscal years ending January 2021 to 2025.
- The issuance of common stock peaked at $42.43 million in January 2024.
- The latest twelve months issuance of common stock was $16.641 million.
Outbound Investments
- Lululemon acquired Mirror, an interactive home fitness platform, for $500 million in 2020.
Capital Expenditures
- Lululemon's capital expenditures averaged $520.7 million annually for fiscal years ending January 2021 to 2025, peaking at $743.6 million in August 2025.
- Capital expenditures were $689.2 million in 2025 and $651.9 million in 2024, demonstrating consistent investment.
- The primary focus of capital expenditures includes increasing the store footprint with plans to open 40 to 45 new stores and upgrade about 40 existing stores in 2025, with a significant number of new international stores.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to LULU. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | BBWI | Bath & Body Works | Dip Buy | DB | Insider Buys | Low D/EDip Buy with Strong Insider BuyingBuying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 13.3% | 13.3% | 0.0% |
| 11262025 | HRB | H&R Block | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 5.3% | 5.3% | -0.1% |
| 11262025 | LRN | Stride | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 3.4% | 3.4% | -4.4% |
| 11212025 | ABNB | Airbnb | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 19.7% | 19.7% | 0.0% |
| 11212025 | MTN | Vail Resorts | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 1.8% | 1.8% | -1.6% |
| 06302025 | LULU | Lululemon Athletica | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -11.4% | -11.4% | -32.7% |
| 11302024 | LULU | Lululemon Athletica | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -1.2% | -42.6% | -50.1% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Lululemon Athletica
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 84.93 |
| Mkt Cap | 18.6 |
| Rev LTM | 9,179 |
| Op Inc LTM | 1,182 |
| FCF LTM | 774 |
| FCF 3Y Avg | 760 |
| CFO LTM | 1,029 |
| CFO 3Y Avg | 937 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.6% |
| Rev Chg 3Y Avg | 2.8% |
| Rev Chg Q | 4.4% |
| QoQ Delta Rev Chg LTM | 1.0% |
| Op Mgn LTM | 11.3% |
| Op Mgn 3Y Avg | 11.7% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 11.0% |
| CFO/Rev 3Y Avg | 12.7% |
| FCF/Rev LTM | 7.6% |
| FCF/Rev 3Y Avg | 10.1% |
Price Behavior
Price Behavior
| Market Price | $210.40 | |
| Market Cap ($ Bil) | 25.2 | |
| First Trading Date | 07/27/2007 | |
| Distance from 52W High | -50.0% | |
| 50 Days | 200 Days | |
| DMA Price | $180.41 | $226.10 |
| DMA Trend | down | up |
| Distance from DMA | 16.6% | -6.9% |
| 3M | 1YR | |
| Volatility | 38.1% | 49.7% |
| Downside Capture | 67.20 | 174.85 |
| Upside Capture | 146.52 | 89.30 |
| Correlation (SPY) | 38.4% | 43.9% |
LULU Betas & Captures as of 11/30/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.66 | 1.45 | 1.70 | 1.57 | 1.16 | 1.17 |
| Up Beta | 1.38 | 2.12 | 2.25 | 1.61 | 1.07 | 1.14 |
| Down Beta | 0.92 | 1.50 | 0.75 | 1.19 | 0.81 | 0.92 |
| Up Capture | 267% | 127% | 149% | 52% | 113% | 109% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 11 | 19 | 30 | 58 | 124 | 386 |
| Down Capture | 140% | 124% | 228% | 236% | 138% | 109% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 8 | 22 | 32 | 66 | 123 | 363 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of LULU With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| LULU | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -43.7% | 8.3% | 19.2% | 71.9% | 8.9% | 6.0% | -10.1% |
| Annualized Volatility | 49.4% | 24.3% | 19.5% | 19.3% | 15.3% | 17.1% | 35.0% |
| Sharpe Ratio | -0.99 | 0.27 | 0.78 | 2.69 | 0.36 | 0.18 | -0.12 |
| Correlation With Other Assets | 49.8% | 44.2% | -5.5% | 10.2% | 26.6% | 19.7% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Comparison of LULU With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| LULU | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -10.3% | 9.8% | 14.9% | 18.7% | 11.7% | 4.8% | 32.7% |
| Annualized Volatility | 41.1% | 23.8% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | -0.14 | 0.37 | 0.70 | 0.97 | 0.51 | 0.17 | 0.60 |
| Correlation With Other Assets | 57.0% | 52.8% | 3.6% | 8.9% | 34.2% | 22.4% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of LULU With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| LULU | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 15.5% | 13.1% | 14.7% | 14.9% | 6.9% | 5.2% | 69.3% |
| Annualized Volatility | 40.0% | 22.0% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.50 | 0.55 | 0.70 | 0.83 | 0.31 | 0.22 | 0.90 |
| Correlation With Other Assets | 56.5% | 51.2% | 2.3% | 13.6% | 37.0% | 17.7% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 12/11/2025 | 9.6% | 15.0% | |
| 9/4/2025 | -18.6% | -19.6% | -14.8% |
| 6/5/2025 | -19.8% | -25.3% | -28.7% |
| 3/27/2025 | -14.2% | -25.1% | -21.4% |
| 12/5/2024 | 15.9% | 12.9% | 14.1% |
| 8/29/2024 | 0.2% | -2.0% | 4.8% |
| 6/5/2024 | 4.8% | 0.5% | -4.6% |
| 3/21/2024 | -15.8% | -18.4% | -24.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 10 | 9 |
| # Negative | 11 | 11 | 12 |
| Median Positive | 8.1% | 10.1% | 5.4% |
| Median Negative | -7.4% | -9.8% | -14.8% |
| Max Positive | 15.9% | 18.4% | 18.0% |
| Max Negative | -19.8% | -25.3% | -28.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 10312025 | 12112025 | 10-Q 11/2/2025 |
| 7312025 | 9042025 | 10-Q 8/3/2025 |
| 4302025 | 6052025 | 10-Q 5/4/2025 |
| 1312025 | 3272025 | 10-K 2/2/2025 |
| 10312024 | 12052024 | 10-Q 10/27/2024 |
| 7312024 | 8292024 | 10-Q 7/28/2024 |
| 4302024 | 6052024 | 10-Q 4/28/2024 |
| 1312024 | 3212024 | 10-K 1/28/2024 |
| 10312023 | 12072023 | 10-Q 10/29/2023 |
| 7312023 | 8312023 | 10-Q 7/30/2023 |
| 4302023 | 6012023 | 10-Q 4/30/2023 |
| 1312023 | 3282023 | 10-K 1/29/2023 |
| 10312022 | 12082022 | 10-Q 10/30/2022 |
| 7312022 | 9012022 | 10-Q 7/31/2022 |
| 4302022 | 6022022 | 10-Q 5/1/2022 |
| 1312022 | 3292022 | 10-K 1/30/2022 |
Insider Activity
Expand for More| Owner | Title | Filing Date | Action | Price | Shares | TransactedValue | Value ofHeld Shares | Form | |
|---|---|---|---|---|---|---|---|---|---|
| 0 | NEUBURGER NICOLE | Chief Brand Officer | 10022025 | Sell | 178.00 | 615 | 109,470 | 1,600,754 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.