

Is Lululemon or Aritzia the Better Canadian Fashion Stock Right Now?
Jul 28, 2025
A deep dive into two of Canada's fashion giants, exploring how Aritzia's growth has eclipsed Lululemon's. The discussion contrasts their market strategies, with Aritzia leaning into trends while Lululemon sticks to timeless styles. Key financial metrics and challenges like inventory issues and competition are examined. Listeners gain insights into investment potential, with Aritzia poised for U.S. market growth while Lululemon faces margin declines. The battle of brand appeal and consumer preferences makes for an engaging analysis!
AI Snips
Chapters
Transcript
Episode notes
Lululemon vs Aritzia History & Returns
- Lululemon was founded in 1998 and IPO'd in 2007, with a strong stock performance since then.
- Aritzia, older since 1984, IPO'd in 2016 and has outpaced Lululemon recently in returns.
Lululemon Revenue and Product Mix
- Lululemon's main revenue is from the US, with Canada and China close behind.
- Women's clothing dominates with 63%, men's growing fast but smaller portion.
Aritzia's Expansion Strategy
- Aritzia targets women with a middle-of-the-line, trendy boutique feel and focuses expansion in the US.
- Lululemon is broader with products and stores but Aritzia grows boutiques selectively.