Lululemon Athletica Inc.

LULUintermediary

Lululemon Athletica is a premium athletic apparel company known for its technical yoga and training wear. The brand has expanded aggressively into men's apparel and international markets while maintaining strong DTC margins.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($10.0B)

Data statis (memuat keuangan langsung…)

Americas (76%)

China Mainland (12%)

Rest of World (12%)

Komposisi segmen dan pelanggan utama

Detail produk

Women's Apparel55%

Yoga, training, and lifestyle apparel including leggings, sports bras, and outerwear

Men's Apparel25%

Athletic and casual wear including ABC pants, training tops, and outerwear

Accessories & Footwear15%

Bags, yoga mats, water bottles, and Blissfeel running shoes

Other5%

MIRROR home fitness, membership, and community experiences

Hubungan Rantai Pasok

Pesaing

NIKE, Inc.

Athletic apparel and footwear

Dampak: Primary competitor

Deckers Outdoor Corporation

Athletic lifestyle footwear

Dampak: Moderate

Mitra

Garmin Ltd.

Connected fitness wearables

Dampak: Low

Konteks makro dan pasar

소비재 (경기민감)Berita sektor

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Katalis mendatang

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

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Info Perusahaan

Kantor Pusat

Vancouver, British Columbia, Canada

Didirikan

1998

Karyawan

40,000

Situs Web

lululemon.com

Gambaran umum sektor — 소비재 (경기민감)

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