Back to all assets

Lululemon Athletica LULU

equity

Price History

$2.86$172.34$341.81$511.29
2007-07 · DCA start$16.07

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-89.3%-59.5%-29.8%0.0%
2007-072026-08 · -76.4%

Worst drawdown: −89%, peaking Oct 2007 and bottoming Feb 2009 — 37 months below the prior high before recovering.

DCA Backtest

Invested
$23,000
Value today
$72,110
Return
+213.5%
Months invested
230

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $30,562 today, so the real (inflation-adjusted) return is +135.9%.

Lump sum instead — $23,000 all at once in Jul 2007: $172,994 (+652.1%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Dec 2023): $1,790 on $3,300 invested (-45.8%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2007-07: +213.5%

About Lululemon Athletica

Lululemon, commonly styled as lululemon, is a Canadian-American multinational athletic apparel retailer headquartered in Vancouver, British Columbia, and incorporated in Delaware, United States, as Lululemon Athletica Inc. It was founded in 1998 as a retailer of yoga pants and other yoga wear, and has expanded to also sell sportswear, lifestyle apparel, shoes, accessories and personal care products. The company has 767 stores and also processes sales online through its website. (Wikipedia)

It's a listed company categorised under consumer discretionary and apparel, accessories & luxury goods, with a market cap of about $13.1B.

It rates Medium-High Risk at 2.6/5, meaning real but ordinary risk — the kind most mainstream assets carry, with some factors scoring poorly.

What pushes the score up: market / volatility (4.3/5) and earnings quality (3.0/5).

Scoring well: sector / regulatory at 1.0/5.

Not yet researched: leverage / financial, concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-High Risk(2.6/5)60% rated

How these ratings work

Market / Volatility4.3/5 · weight 20%
  • Annualised volatility (3yr)4/541.9
  • Max drawdown from ATH5/589.3
  • Beta vs S&P 5004/51.4
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5425.7m
  • Float % of shares outstandingnot yet researched
Leverage / Financialunrated · weight 20%
  • Debt / equitynot yet researched
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality3.0/5 · weight 15%
  • 3yr EPS volatility3/520.8
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory1.0/5 · weight 10%
  • Sector regulatory exposure1/5low

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.