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Stocks/Consumer Discretionary/Apparel, Accessories & Luxury Goods

Lululemon AthleticaLULU

Apparel, Accessories & Luxury Goods · Vancouver, Canada · In the S&P 500
Solid businessCheaper than peers
$107.24−2.35%After hours: $106.99 (−0.23%)At the close, 30 Oct · Prices from CNBC, may be delayed
▼ 37.0% over 1 year
Lululemon Athletica over 1 yearDaily close, $, to 30 Oct 2026
$150$200Nov2026MarMayJulSep$107.24$150$200NovMarJul$107.24
Source: Nasdaq daily closes
Market value$11.87B
Price to earnings8.8x
Forward P/E12.8x
Dividend yield–
Year to date−48.4%
One year−37.0%
Next earningsNot scheduled
SectorConsumer Discretionary
52-week range (closes)
$91.88$215.88

Quality and valuation

How Lululemon Athletica compares with other consumer discretionary stocks. A description, not a recommendation.

Lululemon Athletica and 5 apparel, accessories & luxury goods peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: about averageValuation: cheaper than most

An average business among consumer discretionary companies, priced below most of them.

Lululemon Athletica trades at 12.8 times the next 12 months of expected earnings, against a median of 19.5x for the 66 consumer discretionary stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew slower than the sector median: +1.7% vs +8.1%
  • Keeps more of each sale (gross margin): 56.1% vs 40.5%
  • More profitable (operating margin): 17.8% vs 13.8%
  • Turns more of its sales into cash: 12.2% vs 10.1%
LULU trades at 12.8x forward earnings, below the sector medianForward p/e, Apparel, Accessories & Luxury Goods peers
BABA12.3xLULU12.8xTM14.3xMCD19.6xHD21.4xAMZN25.7xTJX26.0xTSLA218.4xSector median 19.5xBABA12.3xLULU12.8xTM14.3xMCD19.6xHD21.4xAMZN25.7xTJX26.0xTSLA218.4xSector median 19.5x
Source: CNBC quotes; Mostly Markets
At 8.8x earnings, LULU is cheaper than its average since Aug 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
20x30xAverage 15.8x202520268.8x20x30xAverage 15.8x202520268.8x
Source: Nasdaq prices; SEC filings

Financials

From Lululemon Athletica's SEC filings, through the quarter ending 2 Aug 2026. Hover or tap a bar for its value.

Revenue fell 4.3% from a year earlierQuarterly revenue, $bn, latest Q2 ’26
$0bn$1bn$2bn$3bnQ3 ’24Q1 ’25Q3 ’25$2.4bnQ2 ’26$0bn$2bnQ3 ’24Q1 ’25Q3 ’25$2.4bnQ2 ’26
Source: SEC filings
Growth slowed to −4.3% last quarterRevenue growth, year on year, %
0%5%10%Q3 ’24Q1 ’25Q3 ’25−4.3%Q2 ’260%10%Q3 ’24Q1 ’25Q3 ’25−4.3%Q2 ’26
Source: SEC filings
Operating margin was 18.8% last quarterOperating income as a share of revenue, %
0%10%20%Q3 ’24Q1 ’25Q3 ’2518.8%Q2 ’260%10%20%Q3 ’24Q1 ’25Q3 ’2518.8%Q2 ’26
Source: SEC filings
Free cash flow was $1.4 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $bn
$0.0bn$0.5bn$1.0bnQ3 ’24Q1 ’25Q3 ’25$0.2bnQ2 ’26$0.0bn$0.5bn$1.0bnQ3 ’24Q1 ’25Q3 ’25$0.2bnQ2 ’26
Source: SEC filings
Last 12 monthsLULUSector median
Revenue growth+1.7%+8.1%
Gross margin56.1%40.5%
Operating margin17.8%13.8%
Free cash flow margin12.2%10.1%
Price to earnings8.8x21.0x

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