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Upturn AI SWOT - About
LULU 
Lululemon Athletica Inc. (LULU)
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Upturn Advisory Summary
07/02/2025: LULU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $331.38
1 Year Target Price $331.38
| 16 | Strong Buy |
| 3 | Buy |
| 14 | Hold |
| 1 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 8.36% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 31.79B USD | Price to earnings Ratio 18.05 | 1Y Target Price 308.77 |
Price to earnings Ratio 18.05 | 1Y Target Price 308.77 | ||
Volume (30-day avg) - | Beta 1.26 | 52 Weeks Range 226.01 - 423.32 | Updated Date 06/8/2025 |
52 Weeks Range 226.01 - 423.32 | Updated Date 06/8/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 14.7 |
Earnings Date
Report Date 2025-06-05 | When After Market | Estimate 2.5901 | Actual 2.6 |
Profitability
Profit Margin 16.82% | Operating Margin (TTM) 18.5% |
Management Effectiveness
Return on Assets (TTM) 22.02% | Return on Equity (TTM) 42.49% |
Valuation
Trailing PE 18.05 | Forward PE 17.42 | Enterprise Value 32174245462 | Price to Sales(TTM) 2.96 |
Enterprise Value 32174245462 | Price to Sales(TTM) 2.96 | ||
Enterprise Value to Revenue 2.99 | Enterprise Value to EBITDA 10.81 | Shares Outstanding 114729000 | Shares Floating 110226600 |
Shares Outstanding 114729000 | Shares Floating 110226600 | ||
Percent Insiders 4.65 | Percent Institutions 96.62 |
Upturn AI SWOT
Lululemon Athletica Inc.
Company Overview
History and Background
Lululemon Athletica Inc. was founded in 1998 in Vancouver, Canada, by Chip Wilson. Initially focused on yoga apparel, it quickly expanded into athletic wear for running, training, and other activities. Key milestones include rapid retail expansion, product diversification, and international growth.
Core Business Areas
- Womenswear: Designs and sells a range of athletic apparel for women, including leggings, tops, shorts, and outerwear.
- Menswear: Offers athletic apparel for men, including shorts, pants, shirts, and outerwear.
- Accessories: Sells accessories such as yoga mats, bags, water bottles, and socks.
- MIRROR: Home fitness system that streams live and on-demand workout classes (acquired in 2020).
Leadership and Structure
Calvin McDonald is the current CEO. The company operates with a functional organizational structure, with departments for design, production, marketing, and retail operations. A board of directors oversees the company's strategic direction.
Top Products and Market Share
Key Offerings
- Align Leggings: Lululemon's signature legging known for its buttery-soft fabric and comfortable fit. Competitors include Athleta (GAP), Sweaty Betty, and Nike (NKE). Market share is not publicly broken out, but Align leggings are a significant revenue driver.
- ABC Pants: Men's pants designed for comfort and performance, suitable for everyday wear. Competitors include Rhone, Vuori, and Public Rec. Market share is not publicly broken out, but ABC Pants are a key part of the menswear business.
- Define Jacket: A fitted jacket designed for warmth and style. Competitors include Athleta (GAP), Sweaty Betty, and Alo Yoga. Market share is not publicly broken out.
Market Dynamics
Industry Overview
The athletic apparel industry is experiencing strong growth driven by increasing health and fitness awareness. Key trends include athleisure, sustainability, and personalization.
Positioning
Lululemon is positioned as a premium athletic apparel brand, known for its high-quality materials, innovative designs, and strong brand reputation. Its competitive advantages include a loyal customer base and a focus on community engagement.
Total Addressable Market (TAM)
The global athletic apparel market is estimated to reach over $400 billion. Lululemon is well-positioned to capture a larger share of this TAM through product innovation and international expansion.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- High-quality products
- Loyal customer base
- Innovative designs
- Effective marketing strategies
Weaknesses
- Premium pricing
- Supply chain vulnerabilities
- Reliance on brand image
- Past controversies
Opportunities
- International expansion
- Product diversification
- Expansion into new categories (e.g., footwear)
- Increased online sales
Threats
- Increased competition
- Changing consumer preferences
- Economic downturns
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- NKE
- ADDYY
- UA
- GPS
- PUMSY
Competitive Landscape
Lululemon differentiates itself through its premium brand image, high-quality products, and strong community engagement. Nike has higher overall market share, but does not specifically target the yoga/athleisure niche. Adidas is more broadly competitive in the sportswear market. Athleta is more price conscious. UA is the underdog and is trying to revitalize the brand.
Major Acquisitions
MIRROR
- Year: 2020
- Acquisition Price (USD millions): 500
- Strategic Rationale: To expand into the home fitness market and offer digital workout content to customers.
Growth Trajectory and Initiatives
Historical Growth: Lululemon has experienced significant growth over the past decade, driven by expansion into new markets and product categories.
Future Projections: Analysts project continued revenue growth in the coming years, driven by international expansion and e-commerce. Profitability is also expected to remain strong.
Recent Initiatives: Recent initiatives include expanding its men's business, launching new product categories (e.g., footwear), and investing in its digital platform.
Summary
Lululemon is a strong company with a premium brand and loyal customer base. The company is experiencing revenue growth and profitability due to international expansion and product innovation. Risks include increased competition and supply chain vulnerabilities. Continued investment in digital platforms and community engagement is essential for sustained success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Lululemon Athletica Inc. Investor Relations
- MarketWatch
- Yahoo Finance
- Company Filings (10K, 10Q)
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data are estimates and may vary. Financial data are based on publicly available information and are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Lululemon Athletica Inc.
Exchange NASDAQ | Headquaters Vancouver, BC, Canada | ||
IPO Launch date 2007-07-27 | CEO & Director Mr. Calvin R. McDonald | ||
Sector Consumer Cyclical | Industry Apparel Retail | Full time employees 39000 | Website https://shop.lululemon.com |
Full time employees 39000 | Website https://shop.lululemon.com | ||
lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China Mainland, Hong Kong, Taiwan, Macau, and internationally. The company offers pants, shorts, tops, and jackets for athletic activities, such as yoga, running, training, and other activities. It also provides fitness-inspired accessories. The company sells its products through company-operated stores; seasonal stores, pop-ups, university campus retailers, and yoga and fitness studios; outlets; Like New, a re-commerce program; and its e-commerce website. lululemon athletica inc. was founded in 1998 and is based in Vancouver, Canada.
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