- ISIN
- US5500211090
- CUSIP
- 550021109
- Sector
- Consumer Cyclical
- Industry
- Apparel Retail
- IPO Date
- Jul 27, 2007
Highlights
- Market Cap
- $12.18B
- Enterprise Value
- $14.93B
- EPS (TTM)
- $12.35
- PE Ratio
- 8.54
- PEG Ratio
- 0.42
- Total Revenue (TTM)
- $11.20B
- Gross Profit (TTM)
- $6.24B
- EBITDA (TTM)
- $2.44B
- Year Range
- $104.44 - $252.24
- Target Price
- $200.57
- ROA (TTM)
- 19.27%
- ROE (TTM)
- 29.08%
Share Price Chart
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Performance
LULU Performance Chart
Lululemon Athletica Inc. (LULU) is down 49.3% since the beginning of the year. At $105 per share, LULU is trading 58.2% below its 52-week high of $252. Investors who bought $1,000 worth of LULU shares 5 years ago would now be looking at an investment worth $293.
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Returns By Period
Lululemon Athletica Inc. (LULU) has returned -49.27% so far this year and -53.65% over the past 12 months. Over the last ten years, LULU has returned 4.24% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Lululemon Athletica Inc.
- 1D
- -5.67%
- 1M
- -17.10%
- YTD
- -49.27%
- 6M
- -50.36%
- 1Y
- -53.65%
- 3Y*
- -34.45%
- 5Y*
- -21.75%
- 10Y*
- 4.24%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
LULU Monthly Returns History
Based on dividend-adjusted daily data since Jul 27, 2007, LULU's average daily return is +0.09%, while the average monthly return is +1.94%. At this rate, an investment would double in approximately 3.0 years.
Historically, 55% of months were positive and 45% were negative. The best month was Apr 2009 with a return of +61.1%, while the worst month was Oct 2008 at -38.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, LULU closed higher 51% of trading days. The best single day was Oct 30, 2008 with a return of +21.2%, while the worst single day was Dec 11, 2008 at -32.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -16.03% | 6.11% | -17.32% | -10.06% | -4.73% | -19.63% | -49.27% | ||||||
| 2025 | 8.31% | -11.73% | -22.58% | -4.34% | 16.95% | -24.98% | -15.59% | 0.83% | -12.00% | -4.15% | 8.00% | 12.83% | -45.66% |
| 2024 | -11.24% | 2.92% | -16.37% | -7.69% | -13.48% | -4.26% | -13.40% | 0.31% | 4.58% | 9.78% | 7.64% | 19.26% | -25.21% |
| 2023 | -4.21% | 0.76% | 17.78% | 4.32% | -12.63% | 14.03% | 0.01% | 0.72% | 1.14% | 2.04% | 13.55% | 14.43% | 59.59% |
| 2022 | -14.74% | -4.14% | 14.16% | -2.90% | -17.47% | -6.86% | 13.90% | -3.40% | -6.80% | 17.70% | 15.58% | -15.76% | -18.16% |
| 2021 | -5.56% | -5.17% | -1.59% | 9.31% | -3.62% | 12.95% | 9.64% | 0.00% | 1.13% | 15.15% | -2.49% | -13.86% | 12.48% |
Benchmark Metrics
Lululemon Athletica Inc. has an annualized alpha of 10.81%, beta of 1.25, and R2 of 0.26 versus S&P 500 Index. Calculated based on daily prices since July 27, 2007.
- This stock captured 134.81% of S&P 500 Index gains and 118.28% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.26 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 10.81%
- Beta
- 1.25
- R²
- 0.26
- Upside Capture
- 134.81%
- Downside Capture
- 118.28%
Return for Risk
Risk / Return Rank
LULU ranks 3 for risk / return — in the bottom 3% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Lululemon Athletica Inc. (LULU) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LULU | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.23 | ||
| Sortino ratioReturn per unit of downside risk | -4.58 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 1.37 | -0.60 |
| Calmar ratioReturn relative to maximum drawdown | -0.94 | 2.78 | -3.72 |
| Martin ratioReturn relative to average drawdown | -1.72 | 12.44 | -14.16 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Lululemon Athletica Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Lululemon Athletica Inc. was 92.26%, occurring on Mar 9, 2009. Recovery took 444 trading sessions.
The current Lululemon Athletica Inc. drawdown is 79.38%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -92.26%Mar 2009 | 1y 4mo | 1y 9mo | 3y 1moOct 2007 - Dec 2010 |
2026 bear market2026 | -79.38%Jun 2026 | 2y 5mo | — | 2y 5moJan 2024 - now |
2014 bear market2014 | -54.73%Jun 2014 | 1y 1d | 3y 8mo | 4y 8moJun 2013 - Feb 2018 |
COVID crash2020 | -47.29%Mar 2020 | 24d | 2mo 6d | 3moFeb 2020 - May 2020 |
Bear market2022 | -46.12%May 2022 | 6mo 8d | 1y 6mo | 2y 21dNov 2021 - Dec 2023 |
Drawdown Indicators
| LULU | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.26% | -56.78% | -35.48% |
Max Drawdown (1Y)Largest decline over 1 year | -57.43% | -9.10% | -48.33% |
Max Drawdown (3Y)Largest decline over 3 years | -79.38% | -18.90% | -60.48% |
Max Drawdown (5Y)Largest decline over 5 years | -79.38% | -25.43% | -53.95% |
Max Drawdown (10Y)Largest decline over 10 years | -79.38% | -33.92% | -45.46% |
Current DrawdownCurrent decline from peak | -79.38% | -1.80% | -77.58% |
Average DrawdownAverage peak-to-trough decline | -27.66% | -10.71% | -16.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.20% | 2.03% | +29.17% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Lululemon Athletica Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Lululemon Athletica Inc. is priced in the market compared to other companies in the Apparel Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for LULU, comparing it with other companies in the Apparel Retail industry. Currently, LULU has a P/E ratio of 8.5. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for LULU compared to other companies in the Apparel Retail industry. LULU currently has a PEG ratio of 0.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for LULU relative to other companies in the Apparel Retail industry. Currently, LULU has a P/S ratio of 1.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for LULU in comparison with other companies in the Apparel Retail industry. Currently, LULU has a P/B value of 2.4. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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