MetaCap

lululemon athletica inc. (LULU) vs Victorias Secret (VSXY)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.

Summary

Victorias Secret (VSXY) has outperformed lululemon athletica inc. (LULU) over the past year, gaining 180.1% versus a loss of 45.5%. Over five years, VSXY leads with a +58.1% price change compared with -76.6% for LULU. lululemon athletica inc. is the larger company by market cap ($10.95 billion vs $6.61 billion), about 1.7 times the size, while Victorias Secret is growing revenue faster (+5.2% vs +4.9%).

On valuation, lululemon athletica inc. trades at a lower forward P/E (10.9x vs 14.8x for Victorias Secret). lululemon athletica inc. converts more of its revenue into profit, with a net margin of 14.2% versus 2.5%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

LULU-45.53%VSXY+180.06%
+252%+95%-61%
Oct 9, 20251 yearOct 9, 2026
LULU-76.21%VSXY+59.06%
+97%+6%-84%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

LULU versus VSXY key metrics
MetricLULUVSXY
Share price$94.50$82.87
Market cap$10.95B$6.61B
1-day change+1.96%-4.32%
YTD return-54.53%+52.98%
1-year return-45.53%+180.06%
5-year return-76.58%+58.06%
P/E ratio (TTM)7.7818.50
Forward P/E10.9314.75
EPS (TTM)$12.15$4.48
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$11.10B$6.55B
Revenue growth (YoY)+4.86%+5.18%
Net income (latest FY)$1.58B$161.00M
Gross margin56.60%36.38%
Operating margin19.91%4.14%
Net margin14.22%2.46%
52-week high$225.98$102.46
52-week low$90.38$28.15
Distance from 52-week high-58.18%-19.12%
Analyst consensusholdbuy
Avg. price target upside+11.02%+11.56%
Average volume4.74M1.78M
Shares outstanding105.59M79.76M
Employees39,00030,000
SectorConsumer DiscretionaryConsumer Discretionary
IndustryApparelClothing/Shoe/Accessory Stores

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • VSXY has outperformed LULU by 225.6 percentage points over the past year.
  • Victorias Secret trades at a higher earnings multiple (18.5x vs 7.8x trailing P/E).
  • lululemon athletica inc. is more profitable, keeping 14.2 cents of every revenue dollar as net income versus 2.5 cents for Victorias Secret.

About lululemon athletica inc.

LULU stock →

lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China, Hong Kong, Taiwan, Macau, Greece, and internationally. It offers pants, shorts, tops, and jackets for athletic activities, such as yoga, running, training, and other activities.

Consumer Discretionary · Apparel · 39,000 employees

About Victorias Secret

VSXY stock →

Victoria's Secret & Co. operates as a specialty retailer of women's intimate, and other apparel and beauty products worldwide.

Consumer Discretionary · Clothing/Shoe/Accessory Stores · 30,000 employees

LULU vs VSXY FAQ

Which is bigger, lululemon athletica inc. or Victorias Secret?

lululemon athletica inc. (LULU) is larger, with a market capitalization of $10.95B compared with $6.61B for Victorias Secret (VSXY).

Which stock has performed better over the past year, LULU or VSXY?

VSXY returned +180.06% over the past 12 months, compared with -45.53% for LULU (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, LULU or VSXY?

LULU has the lower trailing P/E at 7.8, versus 18.5 for VSXY. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Are lululemon athletica inc. and Victorias Secret in the same industry?

Both are in the Consumer Discretionary sector, but in different industries: Apparel for lululemon athletica inc. and Clothing/Shoe/Accessory Stores for Victorias Secret.

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