LULU compared with BIRD: revenue, margins and what each company keeps, and the suppliers and customers both name

LULUlululemon athletica inc.

Mkt capRevenueRevenue

BIRDSmartbird, Inc.

Mkt capRevenueRevenue

Compare

LULUlululemon athletica inc.

BIRDSmartbird, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

rebased to 0%

LULU, solidBIRD, dashed

Supply-chain overlap

Revenue flow

BIRD: latest quarter is a loss; flow not drawable.Method ›

LULUlululemon athletica inc.

111.56▼−0.45%· post 110.05

Mkt cap$11.8BRevenue$2.4BQ2 FY26Revenue$11.1BFY25

BIRDSmartbird, Inc.

1.26▼−22.58%· post 1.30

ClosedNov 5 '26

Mkt cap$19.2MRevenue$3MQ2 FY26Revenue$190MFY24

Compare

ClosedNov 5 '26

LULUlululemon athletica inc.

BIRDSmartbird, Inc.

111.56▼−0.45%post 110.05

Price

1.26▼−22.58%post 1.30

$11.8B

Mkt cap

$19.2M

Q2 FY26$2.4B

Revenue

$3MQ2 FY26

FY25$11.1B

Revenue

$190MFY24

LULU111.56▼−0.45%vsBIRD1.26▼−22.58%ClosedNov 5 '26

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only LULU 17

PTONPeloton Interactivesupplier

JDJD.comcustomer

—Bangladesh manufacturersunlistedsupplier

—Cambodia manufacturersunlistedsupplier

13 more · LULU chain ›

Shared 0

No disclosed counterparties: BIRD.

Only BIRD 0

None

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR