Nike vs. Lululemon Athletica: Which Consumer Stock Is a Better Buy in 2026?
The article compares Nike and Lululemon as potential 2026 buys. Nike’s FY2025 revenue fell to about $46.3B (down ~9.8%) with net income near $3.2B and net margin ~7%; it reported ~2.2x current ratio and ~$3.3B free cash flow. Lululemon’s FY2025 revenue rose to ~$11.1B with net income ~$1.6B and net margin ~14.2%, plus ~$921.7M free cash flow. It cites production concentration risks for Nike (51% footwear in Vietnam) and tariff/geographic sourcing risks for Lululemon.