★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

lululemon athletica inc. vs NIKE, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

lululemon athletica inc.

LULU · Nasdaq Global Select Market

Market cap (USD)$14.6B
Gross margin (TTM)55.7%
Operating margin (TTM)18.2%
Net margin (TTM)13%
SectorConsumer
IndustryApparel - Retail
CountryUS
Data as of2026-07-12
Moat score
47/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into lululemon athletica inc.'s moat claims, evidence, and risks.

View LULU analysis

NIKE, Inc.

NKE · New York Stock Exchange

Market cap (USD)$61.7B
Gross margin (TTM)42.9%
Operating margin (TTM)8.2%
Net margin (TTM)6.7%
SectorConsumer
IndustryApparel - Footwear & Accessories
CountryUS
Data as of2026-07-12
Moat score
88/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into NIKE, Inc.'s moat claims, evidence, and risks.

View NKE analysis

Comparison highlights

  • Moat score gap: NIKE, Inc. leads (88 / 100 vs 47 / 100 for lululemon athletica inc.).
  • Segment focus: lululemon athletica inc. has 3 segments (63% in Women's products); NIKE, Inc. has 3 segments (59.3% in Wholesale).
  • Moat breadth: lululemon athletica inc. has 1 moat types across 1 domains; NIKE, Inc. has 1 across 1.

Primary market context

lululemon athletica inc.

Women's products

Market

Premium women's technical athletic apparel (athleisure: yoga, run, train, lifestyle)

Geography

Global

Customer

Consumers (end-users) via company-operated stores and e-commerce; limited wholesale

Role

Brand owner / designer / DTC retailer

Revenue share

63%

NIKE, Inc.

Wholesale

Market

Branded athletic & casual footwear/apparel wholesale distribution

Geography

Global

Customer

Retailers, distributors, licensees

Role

Brand owner / wholesaler

Revenue share

59.3%

Side-by-side metrics

lululemon athletica inc.
NIKE, Inc.
Ticker / Exchange
LULU - Nasdaq Global Select Market
NKE - New York Stock Exchange
Market cap (USD)
$14.6B
$61.7B
Gross margin (TTM)
55.7%
42.9%
Operating margin (TTM)
18.2%
8.2%
Net margin (TTM)
13%
6.7%
Sector
Consumer
Consumer
Industry
Apparel - Retail
Apparel - Footwear & Accessories
HQ country
US
US
Primary segment
Women's products
Wholesale
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
47 / 100
88 / 100
Moat domains
Demand
Demand
Last update
2026-07-12
2026-07-12

Moat coverage

Shared moat types

Brand Trust

lululemon athletica inc. strengths

No unique moat types yet.

NIKE, Inc. strengths

No unique moat types yet.

Segment mix

lululemon athletica inc. segments

Full profile >

Women's products

Competitive

63%

Men's products

Competitive

24%

Other categories (accessories, footwear, Studio)

Competitive

13%

NIKE, Inc. segments

Full profile >

Wholesale

Competitive

59.3%

Direct to Consumer (DTC)

Competitive

38.1%

Converse, brand licensing & other

Competitive

2.6%

Act on this comparison

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.