Consumer Cyclical
Lululemon Athletica Inc.(LULU)
Live Price
Offline$121.84
+2.45% today
1Y Change
-52.95%
Window
Jun 25, 2025 β Jun 23, 2026
- Market Cap
- $15.67B
- Revenue Growth
- +4.9%
- EPS Growth
- -9.5%
- Dividend Yield
- 0.0%
Coverage: 249 bars Β· Jun 25, 2025 β Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Lululemon Athletica Inc. (LULU) is a Consumer Cyclical stock with a market cap of $15.67B and listed on NASDAQ. The stock last traded around $121.84 and down 53.0% across the available one-year price window (Jun 25, 2025 β Jun 23, 2026). Baseline metrics include revenue growth of +4.9%, EPS growth of -9.5%, a dividend yield of 0.0%. What stands out right now is revenue +4.9%, EPS -9.5%, free cash flow -41.8% with operating margin 19.8% and ROIC 22.6%. Valuation is more restrained than many high-expectation growth names at P/E 10.1 and price/sales 1.4. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines LULU price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+4.9% vs +7.5% peer median
Operating Margin
Above sector median
+19.8% vs +8.4% peer median
P/E
Below sector median
10.1 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Jun 4, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +4.9% and EPS is at -9.5%, with operating margin around 19.8%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +4.5% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Jun 4, 2026 | β | -8.6% | -2.5% | β |
2026 Mar 17, 2026 | +4.6% | +3.8% | +1.1% | +2.2% |
2025 Dec 11, 2025 | +16.7% | +9.6% | +15.0% | +13.3% |
Benchmark Edge
LULU vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
LULU
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
LULU Max Drawdown
-57.43%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for LULU and SPY.
Company Overview
Lululemon Athletica Inc.
NASDAQ Global Select
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.
- Leadership
- Meghan C. Frank
- IPO Date
- Jul 27, 2007
- Employees
- 39.0k
- Street Address
- 1818 Cornwall Avenue
- Mailing
- Vancouver, BC, V6J 1C7
- Region
- Vancouver, BC, CA
- Reporting Currency
- USD
- Investor Line
- 16047326124
- Last Updated
- May 1, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 10.1
- EV/EBITDA
- 5.8
- Price/Sales
- 1.4
- Price/Book
- 3.2
Growth
- Revenue
- +4.9%
- EPS
- -9.5%
- Free Cash Flow
- -41.8%
Profitability
- Gross Margin
- 56.6%
- Operating Margin
- 19.8%
- Net Margin
- 14.2%
- ROE
- 34.8%
- ROIC
- 22.6%
Balance Sheet
- Debt/Equity
- 0.36
- Current Ratio
- 2.26
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.