LULU lululemon athletica inc.

Nasdaq Apparel & Other Finishd Prods of Fabrics & Similar Matl DE CIK: 0001397187
AI RATING
SELL
68% Confidence

Investment Thesis

Strong brand economics evident in exceptional 54.2% gross margins cannot offset deteriorating operational trends: EPS declining 9.4% YoY despite 4.9% revenue growth signals margin compression or cost structure issues. Combined with critically weak returns on capital (ROE 4.0%, ROA 2.3%) and slowing growth, fundamental momentum is negative despite a fortress balance sheet.

Strengths

  • + Exceptional gross margins (54.2%) indicate pricing power and operational leverage
  • + Fortress balance sheet: zero debt, $1.5B cash, 2.23x current ratio provide financial stability
  • + Positive operating cash flow ($214.4M) demonstrates sustainable business model quality

Risks

  • ! EPS declining 9.4% YoY despite 4.9% revenue growth signals margin compression or cost inflation
  • ! Critically weak returns on capital (ROE 4.0%, ROA 2.3%) indicate inefficient capital deployment
  • ! Decelerating revenue growth (4.9%) in mature apparel market facing structural competitive pressure

Key Metrics to Watch

Financial Metrics

Revenue
2.5B
Net Income
195.0M
EPS (Diluted)
$1.69
Free Cash Flow
87.1M
Total Assets
8.5B
Cash
1.5B

Profitability Ratios

Gross Margin 54.2%
Operating Margin 11.2%
Net Margin 7.9%
ROE 4.0%
ROA 2.3%
FCF Margin 3.5%

Balance Sheet & Liquidity

Current Ratio
2.23x
Quick Ratio
1.29x
Debt/Equity
0.00x
Debt/Assets
43.4%
Interest Coverage
N/A
Long-term Debt
N/A
Disclaimer: This analysis is generated by AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: 2026-06-06T07:50:22.122456 | Data as of: 2026-05-03 | Powered by Claude AI