Lululemon Athletica Inc vs ThredUp Inc — how do they compare? Lululemon Athletica Inc trades at $94.5 (market cap $10.27B), while ThredUp Inc trades at $2.48 (market cap $308.63M). The key difference: Lululemon Athletica Inc is far larger — about 33.3× ThredUp Inc's market cap, and Lululemon Athletica Inc is more actively traded (4,392,324 versus 3,024,364). Which is the better fit depends on your goals — on Pluang, investors hold Lululemon Athletica Inc for 105 Days and ThredUp Inc for 29 Days on average.
| LULU | TDUP | |
|---|---|---|
Market Cap | $10.27B | $308.63M |
Volume | 4,392,324 | 3,024,364 |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $215.88 | $9.41 |
52-Week Low | $91.88 | $2.12 |
Typical Hold Time | 105 Days | 29 Days |
Enterprise Value | $11.02B | $306.81M |
Signals from Pluang's Aura AI — not financial advice
Lululemon (LULU) stock trades at $92.68, down 54% year-to-date and near its 52-week low. The technical outlook is bearish, while fundamentals show strong profitability with a 56.11% gross margin and a low P/E of 7.63. Recent earnings beats are overshadowed by a revenue decline and multiple securities fraud investigations announced in late September 2026.
The stock presents a value opportunity based on depressed valuation multiples, but significant risks exist from legal scrutiny, competitive pressures, and weakening growth. Analyst consensus is a 'Hold' with a $97.67 price target, indicating cautious optimism amid high uncertainty.
ThredUp (TDUP) trades at $2.35, up 5.86% today, with a bearish technical signal and mixed financials. Revenue grew to $310.81M in 2025, but net losses persist at -$20.21M, though margins improved. Recent news highlights a record Q2 2026 with 17% revenue growth but also a fraud investigation and lowered guidance, causing volatility. Cash flow turned positive in 2025 at $3.09M, but debt-to-asset ratios remain elevated.
Outlook is cautious; analyst consensus is 57% buy, but profitability challenges and legal risks weigh. The stock faces headwinds from promotional pressures and investor skepticism, though expansion into live shopping offers growth potential. Risks include sustained losses, competitive threats, and macroeconomic sensitivity.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Lululemon Athletica Inc. designs, distributes, and markets athletic apparel, footwear, and accessories for women, men, and girls. Lululemon offers pants, shorts, tops, and jackets for both leisure and athletic activities such as yoga and running. The company also sells fitness accessories, such as bags, yoga mats, and equipment. Lululemon sells its products through more than 600 company-owned stores in 18 countries, e-commerce, outlets, and wholesale accounts. The company was founded in 1998 and is based in Vancouver, Canada.
Read more on LULU →ThredUp Inc is an online resale platform for women and kids apparel, shoes, and accessories. It generates revenue from items that are sold to buyers through the website, mobile app, and RaaS partners.
Read more on TDUP →