Lululemon Athletica

LULU · Consumer Discretionary

Sustainability score

62.0Rank 36 overall / 4 in Consumer Discretionary

Lululemon Athletica's distance from the ideal is driven mostly by FCF margin and Asset turnover. It sits closest to the frontier on Emissions intensity.

93th percentile of the index, 93th percentile of Consumer Discretionary

Environmental

100

Social

Financial/Operational

Distance-to-ideal decomposition

Emissions intensity

ESG risk score

14%

Controversy level

Asset turnover

27%

Net margin

11%

FCF margin

41%

Net debt / EBITDA

Pillar weight shares: Environmental 24%, Social 23%, Financial/Operational 53%

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Net-zero scenario

LULU · Lululemon Athletica

Middle · middle 60% of Consumer Discretionary · score 49.4 · rank 13/47

Cleanup cost: 0.00 yrs · $508.5k; Sector median 0.01 yrs
Revenue at risk: 0%; Sector median 0%
Revenue upside: 0%; Sector median 0%
Can it pay: 0.3x debt load; FCF margin 12% · sector median 1.6x

Verdict: BUYNo position to stressData: estimatedHeld at benchmark

Cleanup bill by source

Purchased electricity	$640
On-site fuel combustion	$507.8k
Vehicle fleets	$0
Process emissions	$0
Fugitive emissions	$0

Why

Benchmark: burden 0.00 years of earnings (sector median 0.01 years), fossil revenue 0%, beneficiary revenue 0%, net debt/EBITDA 0.3x; largest gaps to the sector ideal: beneficiary revenue share and FCF margin.

Consumer Discretionary peers

Key takeaways

LULU's cleanup cost is 0.00 yrs, below the Consumer Discretionary median of 0.01 yrs.
Fossil revenue at risk is 0% versus a sector median of 0%.
Fund stance: Held at benchmark.

Explanation

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