All companies
Lululemon Athletica Inc. logo

What smart money is saying about Lululemon Athletica Inc.Canada flag

LULU · Consumer Cyclical · Apparel - Retail · Market cap $23.50B

3 funds in our archive have pitched Lululemon Athletica Inc. — most recently Tapasya in December 2025.

Company profile

lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails athletic apparel and accessories for women and men. It operates in two segments, Company-Operated Stores and Direct to Consumer. The company offers pants, shorts, tops, and jackets for healthy lifestyle and athletic activities, such as yoga, running, and training, as well as other sweaty pursuits. It also provides fitness-related accessories and footwear. The company sells its products through a chain of company-operated stores; outlets and warehouse sales; interactive workout platform; a network of wholesale accounts, such as yoga studios, health clubs, and fitness centers; temporary locations; and license and supply arrangements, as well as directly to consumer through mobile apps and lululemon.com e-commerce website. As of January 30, 2022, it operated 574 company-operated stores under the lululemon brand in 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. lululemon athletica inc. was founded in 1998 and is based in Vancouver, Canada.

Fund coverage · 3 theses

  • Tapasya
    December 2025

    Lululemon is a long-term compounder with international expansion, especially in China, expected to drive growth despite U.S. competition and tariffs.

    Read the full thesis
  • Diamond Hill Large Cap Concentrated Fund
    March 2025

    Lululemon athletica is a high-quality, cash-generative technical apparel brand with a strong Americas presence and sustainable margins, presenting an attractive investment opportunity despite recent competitive pressures.

    Read the full thesis
  • Diamond Hill Large Cap Fund
    December 2024

    Lululemon is a high-quality technical apparel brand with a strong market presence and growth potential

    Read the full thesis

Read every full thesis on Lululemon Athletica Inc.

Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans