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Side-by-side financial comparison of Lulu's Fashion Lounge Holdings, Inc. (LVLU) and ZIPRECRUITER, INC. (ZIP). Click either name above to swap in a different company.
ZIPRECRUITER, INC. is the larger business by last-quarter revenue ($111.7M vs $66.1M, roughly 1.7× Lulu's Fashion Lounge Holdings, Inc.). ZIPRECRUITER, INC. runs the higher net margin — -0.7% vs -48.2%, a 47.4% gap on every dollar of revenue. On growth, ZIPRECRUITER, INC. posted the faster year-over-year revenue change (0.6% vs -11.8%). ZIPRECRUITER, INC. produced more free cash flow last quarter ($7.6M vs $-2.6M). Over the past eight quarters, ZIPRECRUITER, INC.'s revenue compounded faster (-4.4% CAGR vs -14.7%).
Lulu's Fashion Lounge Holdings, Inc. is a direct-to-consumer women's fashion retailer offering affordable, trendy apparel, footwear, and accessories. It primarily serves Gen Z and millennial consumers across North America, operating mainly via its e-commerce platform, with limited pop-up physical locations to boost customer engagement.
ZipRecruiter, Inc. is an American employment marketplace for job seekers and employers.
LVLU vs ZIP — Head-to-Head
Income Statement — Q4 FY2024 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $66.1M | $111.7M |
| Net Profit | $-31.9M | $-835.0K |
| Gross Margin | 37.9% | 89.1% |
| Operating Margin | -52.8% | 3.6% |
| Net Margin | -48.2% | -0.7% |
| Revenue YoY | -11.8% | 0.6% |
| Net Profit YoY | -340.9% | 92.3% |
| EPS (diluted) | $-13.46 | $-0.03 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $111.7M | ||
| Q3 25 | — | $115.0M | ||
| Q2 25 | — | $112.2M | ||
| Q1 25 | — | $110.1M | ||
| Q4 24 | $66.1M | $111.0M | ||
| Q3 24 | $80.5M | $117.1M | ||
| Q2 24 | $92.0M | $123.7M | ||
| Q1 24 | $77.3M | $122.2M |
| Q4 25 | — | $-835.0K | ||
| Q3 25 | — | $-9.8M | ||
| Q2 25 | — | $-9.5M | ||
| Q1 25 | — | $-12.8M | ||
| Q4 24 | $-31.9M | $-10.8M | ||
| Q3 24 | $-6.9M | $-2.6M | ||
| Q2 24 | $-10.8M | $7.0M | ||
| Q1 24 | $-5.7M | $-6.5M |
| Q4 25 | — | 89.1% | ||
| Q3 25 | — | 89.1% | ||
| Q2 25 | — | 89.3% | ||
| Q1 25 | — | 89.4% | ||
| Q4 24 | 37.9% | 89.6% | ||
| Q3 24 | 38.1% | 89.4% | ||
| Q2 24 | 45.5% | 89.5% | ||
| Q1 24 | 42.3% | 89.1% |
| Q4 25 | — | 3.6% | ||
| Q3 25 | — | -4.4% | ||
| Q2 25 | — | -5.9% | ||
| Q1 25 | — | -10.6% | ||
| Q4 24 | -52.8% | -3.6% | ||
| Q3 24 | -8.5% | -2.8% | ||
| Q2 24 | -4.9% | 7.6% | ||
| Q1 24 | -8.0% | -0.7% |
| Q4 25 | — | -0.7% | ||
| Q3 25 | — | -8.5% | ||
| Q2 25 | — | -8.5% | ||
| Q1 25 | — | -11.7% | ||
| Q4 24 | -48.2% | -9.7% | ||
| Q3 24 | -8.5% | -2.2% | ||
| Q2 24 | -11.7% | 5.7% | ||
| Q1 24 | -7.4% | -5.3% |
| Q4 25 | — | $-0.03 | ||
| Q3 25 | — | $-0.11 | ||
| Q2 25 | — | $-0.10 | ||
| Q1 25 | — | $-0.13 | ||
| Q4 24 | $-13.46 | $-0.10 | ||
| Q3 24 | $-2.47 | $-0.03 | ||
| Q2 24 | $-3.92 | $0.07 | ||
| Q1 24 | $-0.15 | $-0.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.5M | $188.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $13.4M | $-77.2M |
| Total Assets | $108.2M | $569.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $188.0M | ||
| Q3 25 | — | $211.8M | ||
| Q2 25 | — | $203.5M | ||
| Q1 25 | — | $221.1M | ||
| Q4 24 | $4.5M | $218.4M | ||
| Q3 24 | $6.3M | $225.6M | ||
| Q2 24 | $1.8M | $271.7M | ||
| Q1 24 | $5.5M | $282.5M |
| Q4 25 | — | $-77.2M | ||
| Q3 25 | — | $-76.1M | ||
| Q2 25 | — | $-65.9M | ||
| Q1 25 | — | $-11.3M | ||
| Q4 24 | $13.4M | $13.4M | ||
| Q3 24 | $43.8M | $13.6M | ||
| Q2 24 | $48.7M | $24.4M | ||
| Q1 24 | $57.7M | $12.7M |
| Q4 25 | — | $569.7M | ||
| Q3 25 | — | $573.6M | ||
| Q2 25 | — | $592.4M | ||
| Q1 25 | — | $629.4M | ||
| Q4 24 | $108.2M | $664.1M | ||
| Q3 24 | $153.5M | $652.0M | ||
| Q2 24 | $145.3M | $665.3M | ||
| Q1 24 | $160.6M | $662.4M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $-2.5M | $7.7M |
| Free Cash FlowOCF − Capex | $-2.6M | $7.6M |
| FCF MarginFCF / Revenue | -3.9% | 6.8% |
| Capex IntensityCapex / Revenue | 0.0% | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.3M | $9.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $7.7M | ||
| Q3 25 | — | $2.6M | ||
| Q2 25 | — | $10.5M | ||
| Q1 25 | — | $-9.9M | ||
| Q4 24 | $-2.5M | $12.5M | ||
| Q3 24 | $-5.5M | $9.3M | ||
| Q2 24 | $3.7M | $21.9M | ||
| Q1 24 | $6.9M | $2.0M |
| Q4 25 | — | $7.6M | ||
| Q3 25 | — | $2.2M | ||
| Q2 25 | — | $10.2M | ||
| Q1 25 | — | $-10.2M | ||
| Q4 24 | $-2.6M | $12.0M | ||
| Q3 24 | $-5.9M | $9.2M | ||
| Q2 24 | $3.4M | $21.7M | ||
| Q1 24 | $6.4M | $1.9M |
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 9.1% | ||
| Q1 25 | — | -9.3% | ||
| Q4 24 | -3.9% | 10.8% | ||
| Q3 24 | -7.3% | 7.8% | ||
| Q2 24 | 3.7% | 17.6% | ||
| Q1 24 | 8.3% | 1.6% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | 0.0% | 0.4% | ||
| Q3 24 | 0.5% | 0.2% | ||
| Q2 24 | 0.4% | 0.1% | ||
| Q1 24 | 0.7% | 0.1% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.12× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LVLU
| Single Reportable Segment | $63.0M | 95% |
| Other | $2.4M | 4% |
| Stored Value Cards | $750.0K | 1% |
ZIP
| License | $84.3M | 75% |
| Services | $27.4M | 25% |