Lululemon vs Aptiv

This page compares Lululemon Athletica Inc. and Aptiv PLC, outlining their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how each company operates, competes, and positions itself within its industry. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

LULU

Metric

APTV

$22.62B

Market Cap

$16.65B

19.96%

Potential Profit

28.83%

Hold

Analyst Rating

Buy

Why It's Moving

Lululemon halts online sales of new 'Get Low' leggings amid see-through backlash, sparking sharp stock drop.

Stock plunged 6.5% on January 20 following the sales pause announcement, signaling eroded confidence in Lululemon's quality control.
Company prioritizes in-store availability while gathering customer feedback to refine product education, with plans to relaunch online soon.
Repeated transparency issues highlight intensifying competition, as the brand grapples with leadership transition amid a 50% stock slide over the past year.

Sentiment:

🐻Bearish

Lululemon halts online sales of new 'Get Low' leggings amid see-through backlash, sparking sharp stock drop.

Stock plunged 6.5% on January 20 following the sales pause announcement, signaling eroded confidence in Lululemon's quality control.
Company prioritizes in-store availability while gathering customer feedback to refine product education, with plans to relaunch online soon.
Repeated transparency issues highlight intensifying competition, as the brand grapples with leadership transition amid a 50% stock slide over the past year.

Sentiment:

🐻Bearish

Investment Analysis

Lululemon

LULU

Pros

Lululemon has a very strong return on equity of 42.05%, indicating efficient capital use and profitability.
The company expects to achieve its fiscal 2026 revenue goal of $12.5 billion, reflecting a long-term growth target of 14%.
Despite recent stock declines, analysts forecast an average 28% upside over the next 12 months based on price targets.

Considerations

Lululemon's revenue growth has decelerated to 4%-6% with EPS expected to decline by 11%-13% in the near term.
The company has leaned heavily on markdowns to drive sales, which has pressured gross margins amid inflation and tariff costs.
The stock has fallen more than 57% in 2025 due to weakening demand, margin pressure, and concerns about innovation.

Aptiv

APTV

Pros

Aptiv PLC is a leading supplier of advanced electrical and electronic architecture and autonomous driving solutions.
The company is capitalising on growth in electric vehicles and automated driving technologies, driving revenue expansion.
Aptiv has a solid order backlog providing visibility on future revenues.

Considerations

Aptiv’s business is cyclically exposed to the automotive industry, making revenue sensitive to vehicle production volumes.
Supply chain disruptions and semiconductor shortages remain execution risks affecting operational efficiency.
High research and development costs for new technologies pressure profitability in the near term.

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