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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Продукты и выручка

Доля выручки продукта

Структура выручки ($10.0B)

Статические данные (загрузка финансов…)

Americas (76%)

China Mainland (12%)

Rest of World (12%)

Структура сегментов и ключевые клиенты

Подробности продукта

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

Связи цепочки поставок

Конкуренты

NIKE, Inc.

Athletic apparel and footwear

Влияние: Primary competitor

Deckers Outdoor Corporation

Athletic lifestyle footwear

Влияние: Moderate

Партнёры

Garmin Ltd.

Connected fitness wearables

Влияние: Low

Макро- и рыночный контекст

소비재 (경기민감)Новости сектора

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%

Предстоящие катализаторы

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

AI-анализ

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Информация о компании

Штаб-квартира

Vancouver, British Columbia, Canada

Основана

1998

Сотрудники

40,000

Веб-сайт

lululemon.com

Обзор сектора — 소비재 (경기민감)

Новости сектора