Lululemon Athletica Inc. Strategic Asset Allocation Index
Lululemon Athletica Inc. 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 intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Lululemon Athletica Inc. (2011–2023)
Strategic asset allocation index of Lululemon Athletica Inc. from 2011 to 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.
Lululemon Athletica Inc. Strategic Asset Allocation Index by Year (2011–2023)
Lululemon Athletica Inc. strategic asset allocation index by year from 2011 to 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 live market cap and overall valuation, see LULU market cap overview.
| 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 | — |