Lululemon Athletica (LULU) stock vs the S&P 500 and consumer discretionary stocks
As of 2 October 2026, Lululemon Athletica (LULU) is trailing both the S&P 500 and consumer discretionary stocks as a group (XLY) over the past three months.
Where Lululemon Athletica stands now
As of 2 October 2026, Lululemon Athletica is behind the S&P 500 on every window Zensei tracks, from one month to one year. The market has preferred other stocks for some time.
Inside its group, LULU lags: it is behind consumer discretionary stocks (XLY) over both the past month and three months. As a group, consumer discretionary stocks are trailing the S&P 500 right now. Stock and group are both under pressure.
Lululemon Athletica is 0.3% of XLY, so the fund's direction owes little to it. It sits in 2 of the sector and theme funds Zensei tracks. The thing to watch is the past month: a turn against the market usually shows there first.
LULU vs the S&P 500: returns
Lululemon Athletica and the S&P 500 (SPY) side by side, over each window Zensei tracks.
Prices as of · computed from daily adjusted closes · how we measure
LULU against consumer discretionary stocks, in depth
See the size of the gap between Lululemon Athletica and consumer discretionary stocks (XLY) over every window, its momentum and its relative strength, and where it sits among consumer discretionary stocks.
See the full analysisWhich ETFs hold Lululemon Athletica?
2 funds that Zensei tracks hold LULU, by weight. The fund with the largest weight is its sector on this page.
Lululemon Athletica competitors
The largest other holdings of Consumer Discretionary Select Sector SPDR (XLY), with their return over the past month.
Lululemon Athletica stock: common questions
Is Lululemon Athletica stock beating the S&P 500?
As of 2 October 2026, Lululemon Athletica (LULU) is down 19.9% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is down 20.2% and the S&P 500 is up 3.6%.
Which ETFs hold Lululemon Athletica?
As of 2 October 2026, 2 funds that Zensei tracks hold LULU. Its largest weight is in Consumer Discretionary Select Sector SPDR (XLY), at 0.3%. It is also in VanEck Social Sentiment ETF (BUZZ, 1.2%).
Who are Lululemon Athletica's competitors?
As of 2 October 2026, the largest other holdings of Consumer Discretionary Select Sector SPDR (XLY) are Amazon (AMZN), Tesla (TSLA), The Home Depot Inc (HD), Mcdonald's Corp (MCD), Tjx Companies Inc (TJX). These are the stocks Lululemon Athletica sits next to among consumer discretionary stocks.
Is Lululemon Athletica doing better than other consumer discretionary stocks?
As of 2 October 2026, Lululemon Athletica (LULU) is behind consumer discretionary stocks as a group (XLY) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.
Track Lululemon Athletica against consumer discretionary stocks and the market
Zensei Edge maps 100+ sectors and themes against the S&P 500, with each stock inside them measured against its group.