Lululemon vs Burlington

This page compares Lululemon and Burlington, presenting an accessible overview of their business models, financial performance, and the market contexts in which they operate. It offers neutral information to help readers understand differences in strategy, scale, and focus. Educational content, not financial advice.

This page compares Lululemon and Burlington, presenting an accessible overview of their business models, financial performance, and the market contexts in which they operate. It offers neutral informa...

Comparison Snapshot

Key Financial Metrics

LULU

Metric

BURL

$20.28B

Market Cap

$19.61B

29.35%

Potential Profit

8.17%

Hold

Analyst Rating

Buy

Why It's Moving

Lululemon's Steep Valuation Discount Sparks Buzz as Retail Sentiment Flips Bullish

Q3 earnings crushed estimates with $2.59 EPS and $2.57B revenue, beating forecasts by 16.7% and 3.4% to showcase resilient demand despite sector headwinds.
Social sentiment surged to 73/100 on Reddit and X, shifting from neutral to optimistic as traders eye the 14x forward P/E bargain versus historical norms.
Strong holiday trends tracked high-end guidance, boosting confidence in execution and easing fears over persistent Americas slowdown.

Sentiment:

🐃Bullish

Lululemon's Steep Valuation Discount Sparks Buzz as Retail Sentiment Flips Bullish

Q3 earnings crushed estimates with $2.59 EPS and $2.57B revenue, beating forecasts by 16.7% and 3.4% to showcase resilient demand despite sector headwinds.
Social sentiment surged to 73/100 on Reddit and X, shifting from neutral to optimistic as traders eye the 14x forward P/E bargain versus historical norms.
Strong holiday trends tracked high-end guidance, boosting confidence in execution and easing fears over persistent Americas slowdown.

Sentiment:

🐃Bullish

Investment Analysis

Lululemon

LULU

Pros

Lululemon reported a 7.3% year-over-year revenue increase in Q1 2025, exceeding Wall Street expectations.
The company has a high return on equity (ROE) of 42.05%, substantially above its 10-year average, reflecting strong profitability.
Lululemon has a solid market position with a projected fiscal 2025 revenue between $11.15 billion and $11.3 billion.

Considerations

Lululemon's stock price declined nearly 20% following Q1 2025 earnings despite beating EPS estimates, indicating investor concerns.
The stock is trading below both its 50-day and 200-day moving averages, suggesting current negative market momentum.
Lululemon’s price has fallen over 48% in the last 12 months, marking significant recent share price weakness.

Burlington

BURL

Pros

Burlington Stores stock has outperformed Lululemon over the past 52 weeks, gaining 4.5% compared to Lululemon’s decline.
Burlington has a substantial market capitalization of approximately $15.8 billion, reflecting a mature business scale.
The company is expected to report upcoming earnings soon, which could act as a catalyst for stock movement.

Considerations

Burlington’s year-to-date stock performance declined by over 15%, indicating challenges during the ongoing fiscal year.
The company operates in the apparel retail sector, which faces cyclicality and competitive pressures that may impact growth.
Burlington’s P/E ratio of 34.19 suggests relatively higher valuation compared to some peers, implying limited margin for error.

Related Market Insights

Navigating The Sportswear Shake-Up: When Giants Stumble, Opportunities Emerge

Puma's profit warning signals sportswear disruption. Discover tactical investment opportunities in Nike, Lululemon, & TJX. Invest with Nemo.

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

Related Market Insights

Navigating The Sportswear Shake-Up: When Giants Stumble, Opportunities Emerge

Puma's profit warning signals sportswear disruption. Discover tactical investment opportunities in Nike, Lululemon, & TJX. Invest with Nemo.

Aimee Silverwood | Financial Analyst

July 25, 2025

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About The Companies

Lululemon (LULU)

Lululemon Athletica Inc. (LULU) is a premium athletic‑apparel retailer known for its high‑quality activewear and strong community branding. With a market cap of $21.51B, Lululemon has grown through a direct‑to‑consumer model, expanding e‑commerce, international stores and product lines (including menswear and footwear). Investors often focus on durable brand loyalty, healthy margins from premium pricing, and recurring demand for athleisure. Key considerations include supply‑chain sensitivity, inventory cycles, competitive pressure from established sportswear names and fast‑fashion entrants, and macroeconomic swings that can affect consumer spending. Lululemon typically does not pay a meaningful dividend, preferring reinvestment and buybacks. This summary is educational and not personalised advice: values can fall as well as rise, past performance is not a reliable guide, and investors should assess their own objectives and risks before acting.

Burlington (BURL)

Burlington Stores, Inc. (BURL) is a US-based off‑price retailer specialising in apparel, homewares and childrenswear sold through a large store network and growing online presence. With a market capitalisation around $16.8bn, Burlington operates a high-volume, low-margin model that relies on buying excess or late-season inventory and turning it through stores quickly. Investors often watch its store footprint expansion, merchandise mix, inventory management and cost control as drivers of revenue and margin improvement. The business can be cyclical — sensitive to consumer spending, supply-chain swings and fashion trends — and faces competition from other off‑price and value retailers. Financial performance can be uneven through economic cycles and same-store sales matter to near-term sentiment. This information is general and educational, not personal advice. Investments can fall as well as rise, and suitability depends on individual circumstances; consult a qualified adviser for tailored guidance.

Lululemon (LULU) Next Earnings Date

Lululemon's next earnings report is estimated for March 26, 2026, based on the company's historical reporting schedule, though an official confirmation has not yet been announced. This earnings release will cover the company's fiscal Q4 2026 results. The report is expected to be released after market close on that date, consistent with the company's typical disclosure practice.

Lululemon (LULU) Next Earnings Date

Lululemon's next earnings report is estimated for March 26, 2026, based on the company's historical reporting schedule, though an official confirmation has not yet been announced. This earnings release will cover the company's fiscal Q4 2026 results. The report is expected to be released after market close on that date, consistent with the company's typical disclosure practice.

Which Baskets Do They Appear In?

Navigating The Sportswear Shake-Up

Puma's recent profit warning, driven by U.S. tariffs and weak demand, signals a broader disruption in the sportswear industry. This situation creates a potential opening for rival brands to gain market share and for off-price retailers to benefit from sector-wide inventory challenges.

Published: July 25, 2025

Explore Basket

Which Baskets Do They Appear In?

Navigating The Sportswear Shake-Up

Puma's recent profit warning, driven by U.S. tariffs and weak demand, signals a broader disruption in the sportswear industry. This situation creates a potential opening for rival brands to gain market share and for off-price retailers to benefit from sector-wide inventory challenges.

Published: July 25, 2025

Explore Basket

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Lululemon vs Burlington

Comparison Snapshot

Why It's Moving

Lululemon's Steep Valuation Discount Sparks Buzz as Retail Sentiment Flips Bullish

Lululemon's Steep Valuation Discount Sparks Buzz as Retail Sentiment Flips Bullish