Lululemon Athletica Inc. (LULU) — Strategic Asset Allocation Index
Lululemon Athletica Inc. (LULU) has a Strategic Asset Allocation Index of 69.8% as of October 2023. Strategic assets (PP&E of $2.46 Billion plus long-term investments of $-) total $2.46 Billion, measured against net assets of $3.53 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check LULU asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Lululemon Athletica Inc. Strategic Asset Allocation Index (2011–2023)
This chart shows how Lululemon Athletica Inc.'s Strategic Asset Allocation Index has evolved across 12 annual periods from 2011 to 2023. As of October 2023, the index stands at 69.8%, representing strategic assets of $2.46 Billion against net assets of $3.53 Billion USD. See LULU FCF to total liabilities ratio to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Lululemon Athletica Inc. (2011–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Lululemon Athletica Inc. from 2011 to 2023, covering 12 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see Lululemon Athletica Inc. market cap and net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 40.3% | $1.27 Billion | $1.27 Billion | $- | $3.15 Billion | ▲ +6.5 pp |
| 2022 | 33.9% | $927.71 Million | $927.71 Million | $- | $2.74 Billion | ▼ -24.0 pp |
| 2021 | 57.9% | $1.48 Billion | $1.48 Billion | $- | $2.56 Billion | ▲ +11.4 pp |
| 2020 | 46.5% | $671.69 Million | $671.69 Million | $- | $1.45 Billion | ▲ +7.2 pp |
| 2019 | 39.2% | $567.24 Million | $567.24 Million | $- | $1.45 Billion | ▲ +9.6 pp |
| 2018 | 29.7% | $473.64 Million | $473.64 Million | $- | $1.60 Billion | ▼ -1.5 pp |
| 2017 | 31.1% | $423.50 Million | $423.50 Million | $- | $1.36 Billion | ▼ -2.9 pp |
| 2016 | 34.0% | $349.61 Million | $349.61 Million | $- | $1.03 Billion | ▲ +6.9 pp |
| 2015 | 27.2% | $296.01 Million | $296.01 Million | $- | $1.09 Billion | ▼ -1.6 pp |
| 2014 | 28.8% | $255.60 Million | $255.60 Million | $- | $887.30 Million | ▲ +1.9 pp |
| 2012 | 26.9% | $162.94 Million | $162.94 Million | $- | $606.18 Million | ▲ +8.9 pp |
| 2011 | 18.0% | $70.95 Million | $70.95 Million | $- | $394.29 Million | — |