lululemon athletica
lululemon athletica returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
Reported borrowing balances are unavailable in the extracted statements for this period.
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
Reported borrowing balances are unavailable in the extracted statements for this period.
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Reported borrowing balances are unavailable in the extracted statements for this period.
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2027 Q2 | Aug 2, 2026 | — | 31.29% | — | 30.9% | 17.72% | — |
| FY 2027 Q1 | May 3, 2026 | — | 32.53% | — | 32.03% | 18.29% | — |
| FY 2026 Q4 | Feb 1, 2026 | — | 35.85% | — | 34.01% | 19.67% | — |
| FY 2026 Q3 | Nov 2, 2025 | — | 42.84% | — | 41.02% | 23.15% | — |
| FY 2026 Q2 | Aug 3, 2025 | — | 44.39% | — | 42.42% | 25.03% | — |
| FY 2026 Q1 | May 4, 2025 | — | 44.44% | — | 42.49% | 25.36% | — |
| FY 2025 Q4 | Feb 2, 2025 | — | 44.65% | — | 42.42% | 24.7% | — |
| FY 2025 Q3 | Oct 27, 2024 | — | 48.25% | — | 46.21% | 26.49% | — |
| FY 2025 Q2 | Jul 28, 2024 | — | 45.03% | — | 43.16% | 25.64% | — |
| FY 2025 Q1 | Apr 28, 2024 | — | 44.34% | — | 41.94% | 25.5% | — |
| FY 2024 Q4 | Jan 28, 2024 | — | 44.54% | — | 42.01% | 24.41% | — |
| FY 2024 Q3 | Oct 29, 2023 | — | 35.82% | — | 30.48% | 17.66% | — |
| FY 2024 Q2 | Jul 30, 2023 | — | 37.2% | — | 31.52% | 18.46% | — |
| FY 2024 Q1 | Apr 30, 2023 | — | 37.65% | — | 31.9% | 18.6% | — |
| FY 2023 Q4 | Jan 29, 2023 | — | 34.72% | — | 29.03% | 16.21% | — |
| FY 2023 Q3 | Oct 30, 2022 | — | 43.13% | — | 41.05% | 23.67% | — |
| FY 2023 Q2 | Jul 31, 2022 | — | 42.31% | — | 39.86% | 23.63% | — |
| FY 2023 Q1 | May 1, 2022 | — | 40.84% | — | 38.45% | 22.61% | — |
| FY 2022 Q4 | Jan 30, 2022 | — | 38.99% | — | 36.81% | 21.37% | — |
| FY 2022 Q3 | Oct 31, 2021 | — | 37.81% | — | 36.12% | 21.24% | — |
| FY 2022 Q2 | Aug 1, 2021 | — | 37.3% | — | 35.38% | 20.93% | — |
| FY 2022 Q1 | May 2, 2021 | — | 33.06% | — | 31.51% | 18.73% | — |
| FY 2021 Q4 | Jan 31, 2021 | — | 27.5% | — | 26.11% | 15.77% | — |
| FY 2021 Q3 | Nov 1, 2020 | — | 30.08% | — | 29.23% | 17.19% | — |
| FY 2021 Q2 | Aug 2, 2020 | — | 30.76% | — | 30.75% | 17.43% | — |
| FY 2021 Q1 | May 3, 2020 | — | 35.01% | — | 36.07% | 20.39% | — |
| FY 2020 Q4 | Feb 2, 2020 | — | 41.89% | — | 38% | 24.06% | — |
| FY 2020 Q3 | Nov 3, 2019 | — | 42.12% | — | 37.05% | 23.41% | — |
| FY 2020 Q2 | Aug 4, 2019 | — | 42.76% | — | 37.8% | 23.36% | — |
| FY 2020 Q1 | May 5, 2019 | — | 39.43% | — | 33.65% | 22.58% | — |
| FY 2019 Q4 | Feb 3, 2019 | — | 42.91% | — | 31.8% | 23.7% | — |
| FY 2019 Q3 | Oct 28, 2018 | — | 41.81% | — | 27.23% | 20.81% | — |
| FY 2019 Q2 | Jul 29, 2018 | — | 40.1% | — | 25.73% | 19.6% | — |
| FY 2019 Q1 | Apr 29, 2018 | — | 32.71% | — | 20.28% | 16.71% | — |
| FY 2018 Q4 | Jan 28, 2018 | — | 29.21% | — | 17.5% | 14.15% | — |
| FY 2018 Q3 | Oct 29, 2017 | — | 28.87% | — | 20.95% | 17.19% | — |
| FY 2018 Q2 | Jul 30, 2017 | — | 30.12% | — | 22.27% | 18.33% | — |
| FY 2018 Q1 | Apr 30, 2017 | — | 31.43% | — | 23.29% | 19.22% | — |
| FY 2017 Q4 | Jan 29, 2017 | — | 33.63% | — | 25.41% | 20.42% | — |
| FY 2017 Q3 | Oct 30, 2016 | — | 32.85% | — | 25.14% | 20.33% | — |
| FY 2017 Q2 | Jul 31, 2016 | — | 30.96% | — | 23.94% | 19.89% | — |
| FY 2017 Q1 | May 1, 2016 | — | 29.97% | — | 23.11% | 19.24% | — |
| FY 2016 Q4 | Jan 31, 2016 | — | 33.18% | — | 25.13% | 20.38% | — |
| FY 2016 Q3 | Nov 1, 2015 | — | 32% | — | 24.19% | 19.91% | — |
| FY 2016 Q2 | Aug 2, 2015 | — | 32.03% | — | 24.01% | 20.58% | — |
| FY 2016 Q1 | May 3, 2015 | — | 31.45% | — | 23.56% | 20.38% | — |
| FY 2015 Q4 | Feb 1, 2015 | — | 33.09% | — | 21.87% | 18.78% | — |
| FY 2015 Q3 | Nov 2, 2014 | — | 33.65% | — | 22.36% | 19.35% | — |
| FY 2015 Q2 | Aug 3, 2014 | — | 34.99% | — | 23.13% | 20.19% | — |
| FY 2015 Q1 | May 4, 2014 | — | 36.83% | — | 24.41% | 21.43% | — |
| FY 2014 Q4 | Feb 2, 2014 | — | 38.11% | — | 28.18% | 24.3% | — |
| FY 2014 Q3 | Nov 3, 2013 | — | 41.52% | — | 30.84% | 27.07% | — |
| FY 2014 Q2 | Aug 4, 2013 | — | 42.78% | — | 31.82% | 27.83% | — |
| FY 2014 Q1 | May 5, 2013 | — | 27.56% | — | 33.93% | 29.73% | — |
| FY 2013 Q4 | Feb 3, 2013 | — | 48.61% | — | 36.35% | 30.3% | — |
| FY 2013 Q3 | Oct 28, 2012 | — | 29.54% | — | 36.32% | 30.78% | — |
| FY 2013 Q2 | Jul 29, 2012 | — | 28.01% | — | 35.55% | 30.54% | — |
| FY 2013 Q1 | Apr 29, 2012 | — | 52.38% | — | 35.24% | 30.19% | — |
| FY 2012 Q4 | Jan 29, 2012 | — | 54.91% | — | 37.12% | 29.83% | — |
| FY 2012 Q3 | Oct 30, 2011 | — | 53.33% | — | 39.04% | 31.34% | — |
| FY 2012 Q2 | Jul 31, 2011 | — | 53.63% | — | 38.79% | 32.04% | — |
| FY 2012 Q1 | May 1, 2011 | — | — | — | — | — | — |
| FY 2011 Q4 | Jan 30, 2011 | — | — | — | — | — | — |
| FY 2011 Q3 | Oct 31, 2010 | — | — | — | — | — | — |
| FY 2011 Q2 | Aug 1, 2010 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · LULU, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.