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...
Why It's Moving
Lululemon beats Q3 sales estimates and boosts buyback as CEO departs, sparking 10% stock surge.
- Q3 revenue hit $2.57B, beating estimates by 3.7% and signaling resilient demand despite 1% same-store sales growth slowdown[1].
- EPS of $2.59 crushed expectations by 17.1%, though next-quarter guidance missed slightly, highlighting operational strength with caution ahead[1].
- CEO Calvin McDonald steps down in January after a tough year, a move investors welcomed, plus $1B buyback hike to boost confidence[1][4].
Lululemon beats Q3 sales estimates and boosts buyback as CEO departs, sparking 10% stock surge.
- Q3 revenue hit $2.57B, beating estimates by 3.7% and signaling resilient demand despite 1% same-store sales growth slowdown[1].
- EPS of $2.59 crushed expectations by 17.1%, though next-quarter guidance missed slightly, highlighting operational strength with caution ahead[1].
- CEO Calvin McDonald steps down in January after a tough year, a move investors welcomed, plus $1B buyback hike to boost confidence[1][4].
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 BasketWhich 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 BasketInvestment 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.
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