Lululemon Athletica (LULU)
Consumer Discretionary · Premium athletic apparel and sportswear retail
Premium technical athletic apparel designer selling yoga, running, and fitness wear globally through vertically integrated retail and digital channels.
What Lululemon Athletica does
Lululemon Athletica designs, distributes, and retails technical athletic apparel, footwear, and accessories marketed under the lululemon brand. The company offers pants, shorts, tops, jackets, and fitness-inspired accessories designed for yoga, running, training, and general athletic activities. It operates globally across Americas, China Mainland, APAC, and EMEA segments through a vertically integrated strategy that combines physical retail stores with direct digital customer connections to inform product design and innovation.
Themes: ["Premium athletic apparel","Yoga and wellness","Direct-to-consumer retail","Omnichannel retail strategy","Technical fabric innovation","International expansion","Women's sportswear","Athleisure market"]
Fundamentals
- Price$116.51 as of 2026-07-09 close
- Market cap$13.3B as of 2026-07-10
- 1-year return-50.6% as of 2026-07-09 close
- P/E9.13 as of 2026-07-10
- Net margin+13.0% as of 2026-07-10
- Gross margin+55.7% as of 2026-07-10
- ROE+31.3% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)+4.2% as of 2026-07-10
- Revenue CAGR (3y)+11.0% SEC XBRL
- Beta0.86 as of 2026-07-10
Key risks (from latest filing)
["Americas segment experiencing significant headwinds with 5% comparable sales decline and conversion rate pressures, partly driven by higher tariffs impacting product margins by 500 basis points","Gross margin compression of 410 basis points year-over-year in Q1 2026, with operating margin declining 730 basis points, indicating pricing and cost pressures","Heavy dependence on consumer discretionary spending in mature markets with slowing growth (4.2% YoY revenue growth) and significant recent stock price decline (-51.6% over 1 year)"]
Competitors & peers
- Nike (NKE)
- Adidas (ADDYY)
- Athleta (Gap Inc./GPS)
- Alo Yoga
- Peloton (PTON)
- Vitality (private)
- Gymshark (private)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.