LULU compared with KDP: revenue, margins and what each company keeps, and the suppliers and customers both name
Comparison · two companies, one scale
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Watchlist prices, news filtered to it, and its next report on your desk.
Comparison · two companies, one scale
Watchlist prices, news filtered to it, and its next report on your desk.
Sign in to keep this comparison. A saved view records which companies, and which reading of them, then draws it again against a live tape whenever you open it.
Sign inThe shared column is the reading: companies both sides name in their own filings. LULU names 24 counterparties, KDP names 26, and none appears on both lists. A shared supplier is a fact each company filed separately, not a measured dependency between the two.
No counterparty appears in both companies' filings. LULU names 24 and KDP names 26, and the two lists do not meet.
Two filed statements on one plate. Each side is drawn as a share of its own revenue, so band length reads as margin, never as company size. LULU keeps 7.9¢ of every revenue dollar to KDP's 2.9¢. By revenue, KDP's quarter is 3.0× LULU's, a fact this drawing states rather than draws.
Standardized lines from each company's own filing. The two quarters end 58 days apart, which this page states rather than hides: LULU May 3 '26, KDP Jun 30 '26. The gap column is a margin difference in percentage points, never a price direction, so it takes no colour and no caret.