Lululemon Athletica Inc vs Tractor Supply Co — how do they compare? Lululemon Athletica Inc trades at $94.3 (market cap $10.27B), while Tractor Supply Co trades at $33.65 (market cap $17.44B). The key difference: Tractor Supply Co is the larger of the two by market cap, and Tractor Supply Co pays a 2.87% dividend while Lululemon Athletica Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lululemon Athletica Inc for 105 Days and Tractor Supply Co for 89 Days on average.
| LULU | TSCO | |
|---|---|---|
Market Cap | $10.27B | $17.44B |
Volume | 4,392,324 | 10,598,723 |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $215.88 | $56.37 |
52-Week Low | $91.88 | $29.14 |
Typical Hold Time | 105 Days | 89 Days |
Enterprise Value | $11.02B | $23.76B |
Dividend Yield | — | 2.87% |
Signals from Pluang's Aura AI — not financial advice
Lululemon stock trades at $94.5, down 54% year-to-date and near its 52-week low, reflecting a bearish technical trend. Despite strong profitability with a 12.78% net income margin and a low P/E of 7.63, the stock faces headwinds from recent revenue declines and multiple securities fraud investigations. Earnings have beaten estimates in recent quarters, but negative sentiment and governance concerns weigh on investor confidence.
The outlook remains cautious; the stock's deep discount to historical valuations presents a potential opportunity, but risks from legal probes, competitive pressures, and weak growth visibility suggest limited near-term upside. Analyst consensus is mixed with a $97.67 price target, indicating modest potential from current levels amid high uncertainty.
TSCO trades at $33.70, up 3.63% today, with a bullish technical signal from moving averages but mixed oscillators. Revenue grew to $15.52B in 2025, though net income margin has declined to 6.42%. Recent earnings missed expectations for three consecutive quarters, and cash flow trends show volatility. The company maintains a strong dividend history, with a 17-year streak of increases, and is expanding distribution infrastructure.
Outlook is mixed: analyst consensus is a Buy with a $36.76 target, but earnings misses and margin pressure pose risks. Upside hinges on operational improvements and rural demand recovery, while competitive pressures and economic cycles remain headwinds for shareholder returns.
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 →Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,016 of its namesake banners in 49 states and 178 Petsense stores. Stores are typically located in towns outside of urban areas and in rural communities. In fiscal 2021, revenue consisted primarily of livestock and pet (47%), hardware, tools, and truck (21%), and seasonal gift and toy (21%).
Read more on TSCO →