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LULU compared with UAA: revenue, margins and what each company keeps, and the suppliers and customers both name
LULU
lululemon athletica inc.
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Mkt cap
Revenue
Revenue
UAA
Under Armour, Inc.
Change
Mkt cap
Revenue
Revenue
vs
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LULU
lululemon athletica inc.
vs
UAA
Under Armour, Inc.
Price
Mkt cap
Revenue
Revenue
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Revenue flow
Supply chain
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only LULU
21
PTON
Peloton Interactive
supplier
JD
JD.com
customer
—
Largest fabric supplier
unlisted
supplier
—
Largest product manufacturer
unlisted
supplier
17 more · LULU chain
›
Shared
0
No shared counterparties.
Only UAA
2
CAL
Caleres
customer
—
National Football League ("NFL")
unlisted
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
LULU
lululemon athletica inc.
Change
107.80
▲
+0.52%
· post 107.80
Mkt cap
$11.3B
Revenue
$2.4B
Q2 FY26
Revenue
$11.1B
FY25
UAA
Under Armour, Inc.
Change
5.23
▲
+4.81%
· post 5.25
Closed
Nov 2 '26
Mkt cap
$2.3B
Revenue
$1.1B
Q1 FY27
Revenue
$5.0B
FY26
vs
Compare
Closed
Nov 2 '26
LULU
lululemon athletica inc.
vs
UAA
Under Armour, Inc.
107.80
▲
+0.52%
post 107.80
Price
5.23
▲
+4.81%
post 5.25
$11.3B
Mkt cap
$2.3B
Q2 FY26
$2.4B
Revenue
$1.1B
Q1 FY27
FY25
$11.1B
Revenue
$5.0B
FY26
Change
Change
LULU
107.80
▲
+0.52%
vs
UAA
5.23
▲
+4.81%
Closed
Nov 2 '26