Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Lulu Retail HoldingsADX:LULU -0.82%19 5-Year ROIIC % is 0.00 as of Dec. 2025. GuruFocus rates ADX:LULU with a GF Score™ of 19/100. The stock has 4 warning signs investors should review. Among 975 Retail - Cyclical companies, Lulu Retail Holdings ranks worse than 102564% on this metric.
5-Year Return on Invested Incremental Capital (5-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 5-year.
Lulu Retail Holdings does not have enough data to calculate 5-Year ROIIC %.
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Lulu Retail Holdings 5-Year ROIIC % Related Terms
Lulu Retail Holdings 5-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Lulu Retail Holdings's 5-Year ROIIC % 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.
For the Department Stores subindustry, Lulu Retail Holdings's 5-Year ROIIC %, along with its competitors' market caps and 5-Year ROIIC % 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.
Lulu Retail Holdings 5-Year ROIIC % vs Retail - Cyclical Industry
For the Retail - Cyclical industry and Consumer Cyclical sector, Lulu Retail Holdings's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Lulu Retail Holdings's 5-Year ROIIC % falls into.
Lulu Retail Holdings's 5-Year ROIIC % for the quarter that ended in Dec. 2025 is calculated as:
5-Year ROIIC %
=
5-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
5-Year Incremental Invested Capital**
=
( 1225.2664885 (Dec. 2025) - (Dec. 2020) )
/
( 16160.213 (Dec. 2025) - (Dec. 2020) )
=
/
=
N/A%***
* 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.
** Annual data of NOPAT and Invested Capital was used to calculate 5-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Lulu Retail Holdings (ADX:LULU) has a 5-Year ROIIC % of 0.00 as of Dec. 2025. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Lulu Retail Holdings and its competitors. According to the industry distribution chart, Lulu Retail Holdings ranks #999999 out of 975 companies in the Retail - Cyclical industry.
Is Lulu Retail Holdings' 5-Year ROIIC % too high?
Lulu Retail Holdings' current 5-Year ROIIC % is 0.00. Based on the distribution chart, Lulu Retail Holdings ranks #999999 out of 975 companies in the Retail - Cyclical industry, which is in the bottom quartile relative to peers. Overall, Lulu Retail Holdings has a GF Score™ of 19/100, reflecting its overall financial health beyond just this single metric.
How does Lulu Retail Holdings' 5-Year ROIIC % compare to DDS and M?
According to the Retail - Cyclical industry distribution chart, Lulu Retail Holdings ranks #999999 out of 975 companies for 5-Year ROIIC %. This places Lulu Retail Holdings in the lower half of its industry. The industry median 5-Year ROIIC % is 4.38. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year ROIIC % for a Retail - Cyclical company?
The median 5-Year ROIIC % among Retail - Cyclical companies is 4.38, based on 975 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year ROIIC % mean?
A high 5-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Lulu Retail Holdings and its competitors. For the Retail - Cyclical industry, the median 5-Year ROIIC % is 4.38 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Lulu Retail Holdings's current 5-Year ROIIC % is 0.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lulu Retail Holdings stock overvalued right now?
Lulu Retail Holdings (ADX:LULU) has a current 5-Year ROIIC % of 0.00. The current 5-Year ROIIC % is 0.00. Lulu Retail Holdings' overall GF Score™ is 19/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year ROIIC % calculated?
5-Year ROIIC % is calculated from a company's financial statements. For Lulu Retail Holdings (ADX:LULU), the current 5-Year ROIIC % is 0.00 as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Lulu Retail Holdings PLC is a full-line retailer with stores in all GCC countries (pan-GCC retailer) by selling space, with sales (retail sales value), and the number of stores. The Group operates retail stores under the LuLu brand in the UAE, the KSA, Oman, Qatar, Kuwait, Bahrain, and other countries. It has an omnichannel presence in the form of three formats of brick-and-mortar stores catering to various shopping occasions: hypermarkets (one-stop shop), express stores (everyday shopping), and mini markets (grab and go). Additionally, the Group has an e-commerce presence through its website and mobile application, supported by a partnership with Amazon in the UAE. Its reportable segments are: UAE, which generates the maximum revenue, Qatar, KSA, Oman, and Kuwait.
19GF Score
Get the complete analysis for ADX:LULU
5-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
ADX:LULU has been successfully added to your 
