Where Does Lululemon Athletica Stock Rank Among Competitors?
Lululemon’s stock has underperformed over the past year, but how does it truly stack up against its activewear peers in a competitive retail market? A closer look reveals robust profitability, steady revenue growth, and moderate valuation support. However, a significant U.S. market slowdown, product fatigue, and fierce competition may limit upside if international growth cannot fully offset domestic headwinds.
- LULU’s 22.0% operating margin, high despite recent declines, trails LB’s 57.3%, highlighting premium pricing but cost pressures.
- LULU’s 8.8% revenue growth, outpacing NKE/UA, signals international expansion strength despite a US market slowdown.
- LULU’s 47.3% stock drop and 12.1 PE, below historical, reflect investor concerns over US demand and product newness.
Here’s how Lululemon Athletica stacks up across size, valuation, and profitability versus key peers.
| LULU | NKE | UA | LB | |
|---|---|---|---|---|
| Market Cap ($ Bil) | 21.1 | 100.1 | 1.8 | 1.3 |
| Revenue ($ Bil) | 11.1 | 46.4 | 5.0 | 0.2 |
| PE Ratio | 12.1 | 35.6 | -23.6 | 54.1 |
| LTM Revenue Growth | 8.8% | -7.1% | -6.5% | 96.7% |
| LTM Operating Margin | 22.0% | 7.4% | 0.7% | 57.3% |
| LTM FCF Margin | 10.2% | 6.5% | -0.9% | 62.8% |
| 12M Market Return | -47.3% | -10.2% | -48.5% | -12.6% |
For more details on Lululemon Athletica, read Buy or Sell LULU Stock. Below we compare LULU’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LULU | 8.8% | 10.1% | 18.6% | 29.6% | |
| NKE | -7.1% | -9.8% | 0.3% | 9.6% | |
| UA | -6.5% | -9.4% | -3.4% | 3.9% | |
| LB | 96.7% | – | 50.9% | 40.7% | � |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LULU | 22.0% | 23.7% | 22.9% | 21.3% | |
| NKE | 7.4% | 8.0% | 12.3% | 11.5% | |
| UA | 0.7% | -2.5% | 4.0% | 4.5% | |
| LB | 57.3% | – | -15.0% | 96.1% | -6.2% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LULU | 12.1 | 26.1 | 41.8 | 47.8 | |
| NKE | 35.6 | 34.9 | 28.9 | 35.8 | |
| UA | -23.6 | -16.0 | 15.8 | 10.8 | |
| LB | 54.1 | – | 225.1 | � | � |
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