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Lululemon Athletica ROE %

: 64.39% (As of Jan. 2022)
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ROE % is calculated as Net Income attributable to Common Stockholders (Net Income minus dividends to participating security holders) divided by its average Total Stockholders Equity over a certain period of time. Lululemon Athletica's annualized net income attributable to common stockholders for the quarter that ended in Jan. 2022 was $1,738 Mil. Lululemon Athletica's average Total Stockholders Equity over the quarter that ended in Jan. 2022 was $2,699 Mil. Therefore, Lululemon Athletica's annualized ROE % for the quarter that ended in Jan. 2022 was 64.39%.

The historical rank and industry rank for Lululemon Athletica's ROE % or its related term are showing as below:

LULU' s ROE % Range Over the Past 10 Years
Min: 17.5   Med: 27.15   Max: 38
Current: 36.75

During the past 13 years, Lululemon Athletica's highest ROE % was 38.00%. The lowest was 17.50%. And the median was 27.15%.

LULU's ROE % is ranked better than
90.4% of 1073 companies
in the Retail - Cyclical industry
Industry Median: 6.84 vs LULU: 36.75

Lululemon Athletica ROE % Historical Data

The historical data trend for Lululemon Athletica's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Lululemon Athletica Annual Data
Trend Jan13 Jan14 Jan15 Jan16 Jan17 Jan18 Jan19 Jan20 Jan21 Jan22
ROE %
Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 17.50 31.80 38.00 26.11 36.81

Lululemon Athletica Quarterly Data
Apr17 Jul17 Oct17 Jan18 Apr18 Jul18 Oct18 Jan19 Apr19 Jul19 Oct19 Jan20 Apr20 Jul20 Oct20 Jan21 Apr21 Jul21 Oct21 Jan22
ROE % Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 55.89 22.31 31.34 28.19 64.39

Competitive Comparison

For the Apparel Retail subindustry, Lululemon Athletica's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

   

Lululemon Athletica ROE % Distribution

For the Retail - Cyclical industry and Consumer Cyclical sector, Lululemon Athletica's ROE % distribution charts can be found below:

* The bar in red indicates where Lululemon Athletica's ROE % falls into.



Lululemon Athletica ROE % Calculation

Lululemon Athletica's annualized ROE % for the fiscal year that ended in Jan. 2022 is calculated as

ROE %=Net Income attributable to Common Stockholders (A: Jan. 2022 )/( (Total Stockholders Equity (A: Jan. 2021 )+Total Stockholders Equity (A: Jan. 2022 ))/ count )
=975.322/( (2558.566+2740.046)/ 2 )
=975.322/2649.306
=36.81 %

Lululemon Athletica's annualized ROE % for the quarter that ended in Jan. 2022 is calculated as

ROE %=Net Income attributable to Common Stockholders (Q: Jan. 2022 )/( (Total Stockholders Equity (Q: Oct. 2021 )+Total Stockholders Equity (Q: Jan. 2022 ))/ count )
=1738.016/( (2658.455+2740.046)/ 2 )
=1738.016/2699.2505
=64.39 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income attributable to common stockholders of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income attributable to common stockholders data used here is four times the quarterly (Jan. 2022) net income attributable to common stockholders data. ROE % is displayed in the 30-year financial page.


Lululemon Athletica  (NAS:LULU) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %**(Q: Jan. 2022 )
=Net Income/Total Stockholders Equity
=1738.016/2699.2505
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(1738.016 / 8516.452)*(8516.452 / 4757.2425)*(4757.2425 / 2699.2505)
=Net Margin %*Asset Turnover*Equity Multiplier
=20.41 %*1.7902*1.7624
=ROA %*Equity Multiplier
=36.54 %*1.7624
=64.39 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %**(Q: Jan. 2022 )
=Net Income/Total Stockholders Equity
=1738.016/2699.2505
=(Net Income /Pre-Tax Income) * (Pre-Tax Income/Operating Income) * (Operating Income/Revenue) * (Revenue/Total Assets) * (Total Assets/Total Stockholders Equity)
= (1738.016 / 2362.928) * (2362.928 / 2368.064) * (2368.064 / 8516.452) * (8516.452 / 4757.2425) * (4757.2425 / 2699.2505)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7355 * 0.9978 * 27.81 % * 1.7902 * 1.7624
=64.39 %

Note: The net income attributable to common stockholders data used here is four times the quarterly (Jan. 2022) net income attributable to common stockholders data. The Revenue data used here is four times the quarterly (Jan. 2022) revenue data. The same rule applies to Pre-Tax Income and Operating Income.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

** The ROE % used above is for Du Pont Analysis only. It is different from the defined ROE % page on our website, as here it uses Net Income instead of Net Income attributable to Common Stockholders in the calculation.


Be Aware

Net income attributable to common stockholders is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Lululemon Athletica ROE % Related Terms

Thank you for viewing the detailed overview of Lululemon Athletica's ROE % provided by GuruFocus.com. Please click on the following links to see related term pages.


Lululemon Athletica Business Description

Lululemon Athletica logo
Industry
Consumer Cyclical » Retail - Cyclical NAICS : 315990 SIC : 2399
Address
1818 Cornwall Avenue, Vancouver, BC, CAN, V6J 1C7
Lululemon Athletica Inc. designs, distributes, and markets athletic apparel and accessories for women, men, and girls. Lululemon offers pants, shorts, tops, and jackets for both leisure and athletic activities such as yoga and running. The company also sells fitness accessories, such as bags, yoga mats, and equipment. Lululemon sells its products through more than 550 company-owned stores in 17 countries, e-commerce, outlets, and wholesale accounts. The company was founded in 1998 and is based in Vancouver, Canada.
Executives
Wilson Dennis J. other: Director by deputization C/O LULULEMON ATHLETICA INC. 1818 CORNWALL AVENUE VANCOUVER A1 V6J 1C7
Choe Michelle Sun officer: Chief Product Officer C/O LULULEMON ATHLETICA INC. 1818 CORNWALL AVE VANCOUVER A1 V6J 1C7
Mcdonald Calvin director, officer: Chief Executive Officer C/O LULULEMON ATHLETICA INC. 1818 CORNWALL AVENUE VANCOUVER A1 V6J 1C7
Burgoyne Celeste officer: EVP Americas Retail C/O LULULEMON ATHLETICA INC. 1818 CORNWALL AVE VANCOUVER A1 V6J 1C7
Casey Martin Michael director PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> Ownership Information: CASEY MARTIN MICHAEL a.header:link {color: #3b4fae; font-weight: bold; text-decoration: underline;} a.header:visited {color: #3b4fae; font-weight: bold; text-decoration: underline;} a.header:hover {color: #191970;}
Morfitt Martha A M director P.O. BOX 1441 MINNEAPOLIS MN 55440-1441
White Emily director C/O LULULEMON ATHLETICA INC. 1818 CORNWALL AVENUE VANCOUVER A1 V6J 1C7
Patrick Tricia director C/O ADVENT INERNATIONAL CORPORATION PRUDENTIAL TOWER, 800 BOYLSTON STREET BOSTON MA 02199
Mussafer David M director C/O ADVENT INTERNATIONAL CORP 75 STATE ST 29TH FLOOR BOSTON MA 02104
Mcneill Jon director 45500 FREMONT BLVD FREMONT CA 94538
Ferris Stephanie director C/O VANTIV, INC. 8500 GOVERNORS HILL DRIVE CINCINNATI OH 45249
Murphy Glenn director C/O LULULEMON ATHLETICA INC. 1818 CORNWALL AVENUE VANCOUVER A1 V6J1C7
Henry Kathryn director C/O LULULEMON ATHLETICA, INC. 1818 CORNWALL AVENUE VANCOUVER A1 V6J 1C7
Guido Patrick J. officer: Chief Financial Officer C/O ASBURY AUTOMOTIVE GROUP 2905 PREMIERE PKWY, STE 300 DULUTH 2Q 30097
Neuburger Nicole officer: Chief Brand Officer C/O LULULEMON ATHLETICA INC. 1818 CORNWALL AVENUE VANCOUVER A1 V6J 1C7

Lululemon Athletica Headlines

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