Stock Analysis on Net

lululemon athletica inc. (NASDAQ:LULU)

$24.99

Return on Equity (ROE)
since 2008

Microsoft Excel

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Calculation

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

Microsoft Excel

Based on: 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


Net Income Trend
The net income demonstrated significant growth over the observed period. Starting from approximately 30.8 million US dollars in early 2008, it increased with minor fluctuations to reach over 1.8 billion US dollars by early 2025. Notably, there was a marked rise between 2018 and 2020, and despite some variability in interim years, the general trajectory remained upward.
Stockholders’ Equity Evolution
Stockholders' equity showed a consistent upward trend throughout the years. Beginning at around 112 million US dollars in 2008, it expanded steadily to exceed 4.3 billion US dollars by early 2025. Some years reflected slight decelerations or stagnations, but overall the growth rate suggests an accumulation of retained earnings and/or additional equity financing over time.
Return on Equity (ROE) Analysis
The ROE percentage exhibited variability yet maintained generally strong levels. Early values hovered in the mid-twenties percent, peaking at over 31% in 2011. Following this peak, the metric experienced a decline reaching a low near 16.2% by 2018, before rebounding sharply to exceed 40% in the final year observed. This pattern indicates fluctuations in profitability relative to shareholder equity but suggests enhanced efficiency or profitability in recent years.
Overall Insights
The company displayed a robust financial performance characterized by increasing net income and equity base. The fluctuations in ROE imply dynamic profit generation efficiency, with strong recovery in recent years. The growth in net income outpaced that of stockholders’ equity towards the end of the period, contributing to the elevated ROE figures. This suggests effective use of equity capital to drive profitability in the most recent years.

Comparison to Competitors


Comparison to Sector (Consumer Durables & Apparel)

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

Microsoft Excel

Based on: 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., ROE, long-term trends, comparison to industry (consumer discretionary)

Microsoft Excel

Based on: 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).