Lululemon Athletica Inc. (LULU) Compounding Analysis

Lululemon Athletica Inc.(LULU)

Apparel - Retail · Vancouver, BC

$94.46-1.40 (-1.46%)

Delayed quote: Oct 2, 2026, 4:00 PM EDT

About Lululemon Athletica Inc.

Lululemon Athletica Inc., alongside its subsidiaries, specializes in the design, global distribution, and retail of athletic apparel and accessories for both women and men. Its business operations are structured into two main divisions: company-owned retail establishments and direct-to-consumer sales. The firm's offerings encompass a range of clothing such as pants, shorts, tops, and jackets, all crafted for promoting a healthy lifestyle and facilitating athletic endeavors. These activities span yoga, running, training, and other physically demanding pursuits. Beyond apparel, Lululemon also supplies fitness-related accessories and a selection of footwear. Customers can acquire Lululemon products through numerous channels. These include a global network of corporate-managed stores, outlet locations, and seasonal warehouse sales. The company also sells through an interactive digital workout platform and via wholesale partnerships with entities like yoga studios, health clubs, and fitness centers. Further sales occur through temporary pop-up shops, as well as various licensing and supply agreements. A significant portion of sales is conducted directly with consumers through dedicated mobile applications and its primary e-commerce website, lululemon.com. By January 30, 2022, Lululemon boasted 574 stores operating under its brand name across numerous international markets. These markets span 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. Founded in 1998, Lululemon Athletica Inc. maintains its corporate base in Vancouver, Canada.

Vancouver, BC

39,000 employees

corporate.lululemon.com

Consumer Cyclical / Apparel - Retail

Sector: Consumer Cyclical
Industry: Apparel - Retail
CEO: Heidi O'Neill

View full financials

Across metrics · 10Y

LULU reported stats per metric over 10Y: annual CAGR, median quarterly year-over-year growth, YoY standard deviation, quarters at or above 20%, and negative quarters.
Metric	10Y CAGR	Median YoY	YoY σ	Qtrs ≥ 20%	Neg. qtrs
RevenueRevenue	18.3%	18.5%	16.9pp	18 of 40	2
EPSEPS	21.5%	18.1%	43.7pp	19 of 40	13
Op cash flowOperating cash flow	18.3%	9.8%	62.0pp	15 of 40	14
EBITDAEBITDA	19.8%	22.7%	35.2pp	21 of 40	10
FCFFree cash flow	19.6%	—	—	—	—

Reported figures over 10Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.