NIKE vs. lululemon: Which Stock Wins the Activewear Showdown?

Key Takeaways NIKE's Win Now strategy targets growth via sport-led innovation and streamlined product focus. FY25 revenues for NIKE fell 10%, with headwinds from China, digital shifts and elevated inventories. LULU Q1 revenues grew 7% y/y and gross margin rose 60 bps, driven by global expansion and product traction.The dynamic world of athletic apparel is marked by two titans vying for dominance: NIKE Inc. (NKE) , the undisputed global sportswear giant, and lululemon athletica inc. (LULU) , the sleek disr ...