Stock Analysis on Net

lululemon athletica inc. (NASDAQ:LULU)

$24.99

Return on Assets (ROA)
since 2008

Microsoft Excel

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Calculation

lululemon athletica inc., ROA, long-term trends, calculation

Microsoft Excel

Based on: 10-K (reporting date: 2026-02-01), 10-K (reporting date: 2025-02-02), 10-K (reporting date: 2024-01-28), 10-K (reporting date: 2023-01-29), 10-K (reporting date: 2022-01-30), 10-K (reporting date: 2021-01-31), 10-K (reporting date: 2020-02-02), 10-K (reporting date: 2019-02-03), 10-K (reporting date: 2018-01-28), 10-K (reporting date: 2017-01-29), 10-K (reporting date: 2016-01-31), 10-K (reporting date: 2015-02-01), 10-K (reporting date: 2014-02-02), 10-K (reporting date: 2013-02-03), 10-K (reporting date: 2012-01-29), 10-K (reporting date: 2011-01-30), 10-K (reporting date: 2010-01-31), 10-K (reporting date: 2009-02-01), 10-K (reporting date: 2008-02-03).

1 US$ in thousands


The Return on Assets (ROA) exhibited a generally strong and fluctuating performance over the observed period. Initial values were high, followed by periods of relative stability and subsequent increases, culminating in a recent peak before a slight decline. A detailed examination reveals distinct phases in the company’s asset utilization efficiency.

Initial Period (2008-2011)
From 2008 to 2011, ROA demonstrated a positive trend, increasing from 19.89% to 24.40%. This indicates improving profitability relative to the company’s asset base during this timeframe. The increase suggests effective asset management and a growing ability to generate earnings from investments in assets.
Peak and Stabilization (2012-2014)
The period between 2012 and 2014 saw ROA reach its highest point at 25.74% in 2013, followed by a decrease to 22.37% in 2014. While a slight decline occurred in 2014, the values remained comparatively high, suggesting continued efficient asset utilization. This period reflects a mature phase of growth with sustained profitability.
Mid-Range Fluctuations (2015-2017)
From 2015 to 2017, ROA experienced more volatility, fluctuating between 18.30% and 20.25%. This suggests a period of adjustment, potentially influenced by changes in investment strategies or economic conditions. The decrease to 12.94% in 2018 represents the lowest point in the observed period, indicating a significant reduction in profitability relative to assets.
Recent Performance (2019-2025)
The period from 2019 to 2025 shows a recovery and subsequent stabilization. ROA increased significantly to 23.21% in 2019, followed by fluctuations, peaking at 23.87% in 2025. This indicates a renewed focus on asset efficiency and a return to stronger profitability. The most recent value of 18.67% in 2026 suggests a potential downward trend, warranting further investigation.

Overall, the company has generally maintained a strong ROA, demonstrating its ability to effectively utilize assets to generate profits. However, the fluctuations observed, particularly the decline in 2018 and the recent decrease in 2026, highlight the importance of ongoing monitoring and analysis to identify potential areas for improvement and ensure sustained financial performance.


Comparison to Competitors


Comparison to Sector (Consumer Durables & Apparel)

lululemon athletica inc., ROA, long-term trends, comparison to sector (consumer durables & apparel)

Microsoft Excel

Based on: 10-K (reporting date: 2026-02-01), 10-K (reporting date: 2025-02-02), 10-K (reporting date: 2024-01-28), 10-K (reporting date: 2023-01-29), 10-K (reporting date: 2022-01-30), 10-K (reporting date: 2021-01-31), 10-K (reporting date: 2020-02-02), 10-K (reporting date: 2019-02-03), 10-K (reporting date: 2018-01-28), 10-K (reporting date: 2017-01-29), 10-K (reporting date: 2016-01-31), 10-K (reporting date: 2015-02-01), 10-K (reporting date: 2014-02-02), 10-K (reporting date: 2013-02-03), 10-K (reporting date: 2012-01-29), 10-K (reporting date: 2011-01-30), 10-K (reporting date: 2010-01-31), 10-K (reporting date: 2009-02-01), 10-K (reporting date: 2008-02-03).


Comparison to Industry (Consumer Discretionary)

lululemon athletica inc., ROA, long-term trends, comparison to industry (consumer discretionary)

Microsoft Excel

Based on: 10-K (reporting date: 2026-02-01), 10-K (reporting date: 2025-02-02), 10-K (reporting date: 2024-01-28), 10-K (reporting date: 2023-01-29), 10-K (reporting date: 2022-01-30), 10-K (reporting date: 2021-01-31), 10-K (reporting date: 2020-02-02), 10-K (reporting date: 2019-02-03), 10-K (reporting date: 2018-01-28), 10-K (reporting date: 2017-01-29), 10-K (reporting date: 2016-01-31), 10-K (reporting date: 2015-02-01), 10-K (reporting date: 2014-02-02), 10-K (reporting date: 2013-02-03), 10-K (reporting date: 2012-01-29), 10-K (reporting date: 2011-01-30), 10-K (reporting date: 2010-01-31), 10-K (reporting date: 2009-02-01), 10-K (reporting date: 2008-02-03).