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Zensei
Trailing the market and consumer discretionary stocks

Lululemon Athletica (LULU) stock vs the S&P 500 and consumer discretionary stocks

As of 12 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.

Prices as of Last update : First tracked: trailing the market and consumer discretionary stocks
LULU 1M
−4.4%
S&P 500 1M
+2.1%
Funds that hold it
2
Weight in XLY
0.27%

Where Lululemon Athletica stands now

As of 12 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.

Lululemon Athletica peers in consumer discretionary stocks

The largest other holdings of Consumer Discretionary Select Sector SPDR (XLY), by weight in the fund, with their plain return over the past month. They share the fund with the stock. They are not always direct business competitors.

Stock
Weight
1M
AMZNAmazon
23.4%+1.1%
TSLATesla
18.3%+3.4%
HDThe Home Depot Inc
4.9%−5.9%
MCDMcdonald's Corp
4.2%−6.7%
TJXTJX Companies Inc
4.0%+12.6%
BKNGBooking Holdings Inc
3.3%−8.9%
SBUXStarbucks Corp
3.0%−6.5%
LOWLowe's Companies Inc
2.8%−5.7%
Each stock measured against the sector, with momentum and relative strengthUnlock with Premium

Is Lululemon Athletica in the S&P 500?

Yes

As of 12 October 2026, Lululemon Athletica is in the S&P 500. Its sector fund, Consumer Discretionary (XLY), holds it at 0.27% weight.

Every stock in one of the 11 S&P 500 sector funds is in the index. See Consumer Discretionary Stocks (XLY)

Lululemon Athletica ETF: the funds that hold LULU

2 funds that Zensei tracks hold LULU. The main sector is the fund Zensei groups it with. The other funds follow by weight.

Fund
Weight
XLYConsumer Discretionary StocksMain sector
Consumer Discretionary Select Sector SPDR
0.27%
BUZZSocial Sentiment Stocks
VanEck Social Sentiment ETF
1.2%

LULU stock performance: 1-month, 3-month and 1-year vs the S&P 500

Lululemon Athletica and the S&P 500 (SPY) side by side, over each window Zensei tracks.

Window
LULU
S&P 500
1 week+1.6%+0.4%
2 weeks−6.6%+0.9%
1 month−4.4%+2.1%
3 months−21.3%+4.1%
6 months−41.1%+12.6%
1 year−43.5%+20.4%

Prices as of · computed from daily adjusted closes · how we measure

Zensei Edge

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 analysis

Lululemon Athletica stock: common questions

Which stocks are Lululemon Athletica's peers?

As of 12 October 2026, the largest other holdings of Consumer Discretionary Select Sector SPDR (XLY) by weight are Amazon (AMZN), Tesla (TSLA), The Home Depot Inc (HD), Mcdonald's Corp (MCD), TJX Companies Inc (TJX). They share the fund with Lululemon Athletica. They are fund peers among consumer discretionary stocks, not always direct business competitors.

Which ETFs hold Lululemon Athletica?

As of 12 October 2026, 2 funds that Zensei tracks hold LULU. Zensei groups it with consumer discretionary stocks in Consumer Discretionary Select Sector SPDR (XLY), where its weight is 0.3%. It is also in VanEck Social Sentiment ETF (BUZZ, 1.2%).

Is Lululemon Athletica in the S&P 500?

As of 12 October 2026, Lululemon Athletica is in the S&P 500. Its sector fund, Consumer Discretionary (XLY), holds it at 0.27% weight.

What sector is Lululemon Athletica in?

As of 12 October 2026, Zensei groups Lululemon Athletica with consumer discretionary stocks (XLY, its primary fund). This is also its S&P 500 sector fund. It is also in social sentiment stocks (BUZZ).

Is Lululemon Athletica stock beating the S&P 500?

As of 12 October 2026, Lululemon Athletica (LULU) is down 4.4% over the past month. The S&P 500 is up 2.1% over the same month. Over three months, the stock is down 21.3% and the S&P 500 is up 4.1%.

Is Lululemon Athletica doing better than other consumer discretionary stocks?

As of 12 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.

Recent changes

  1. ·First tracked: trailing the market and consumer discretionary stocks

Track Lululemon Athletica against consumer discretionary stocks and the market

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