How Is lululemon athletica’s Stock Performance Compared to Apparel Retail Stocks?

Valued at a market cap of $31.2 billion, lululemon athletica inc. (LULU) is a global technical athletic apparel, footwear, and accessories company. Based in Vancouver, Canada, the company operates its business through different channels in each market, including company-operated stores, e-commerce, temporary locations, wholesale, outlets, a re-commerce program, and license and supply arrangements.

Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and lululemon fits this criterion perfectly. The company has built a strong global presence through a combination of innovative product lines. It focuses on wellness, community engagement, and product quality, which continue to resonate with fitness-conscious consumers.

Lululemon stock has declined 38.9% from its 52-week high of $423.32. LULU's stock has dipped 22.6% over the past three months, lagging behind the VanEck Retail ETF’s (RTH) 5.4% increase.

In the long term, shares of LULU dropped 18.8% over the past 52 weeks, notably underperforming RTH’s 16.1% rise over the same time frame. Additionally, lululemon stock has declined 32.4% on a YTD basis, whereas RTH has surged 5.9%. 

Currently, the stock is trading below its 50-day and 200-day moving averages. 

lululemon released its Q1 2025 results on Jun. 5. The company posted revenue of $2.4 billion, up 7.3% year-over-year, exceeding Wall Street expectations. Its EPS came in at $2.60, reflecting a 2.6% increase from the year-ago quarter, and narrowly beating the consensus estimates. However, investor sentiment weakened as the company reaffirmed its full-year guidance. For fiscal 2025, Lululemon expects net revenue between $11.15 billion and $11.3 billion, and EPS is projected to range between $14.58 and $14.78. However, lululemon stock tumbled 19.8% the next day.

Compared to its peer, Burlington Stores, Inc. (BURL) has outperformed LULU stock. BURL stock has gained 4.5% over the past 52 weeks, but has declined 15.3% on a YTD basis.

Although LULU has underperformed relative to its industry peers, analysts are moderately optimistic about its prospects. LULU has a consensus rating of “Moderate Buy” from the 31 analysts covering the stock. As of writing, the stock is trading below the mean price target of $322.07.

On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.