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Lululemon Athletica (LULU)
NASDAQ:LULU
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Lululemon Athletica (LULU) Price & Analysis

11,483 Followers

LULU Stock Chart & Stats

$118.33
$3.65(3.30%)
At close: 4:00 PM EDT
$118.33
$3.65(3.30%)

Bulls Say, Bears Say

Bulls Say
Strong Profitability And Cash GenerationLululemon retains a strong profitability and cash-generation profile for a retailer, with roughly 56% gross margins, 13% net margins, and substantial operating and free cash flow. This financial capacity can support brand investment, store growth, technology, and resilience through operating volatility.
Healthy Balance SheetManageable leverage and substantial equity provide Lululemon with financial flexibility while it addresses weaker trading conditions. Strong returns on equity also indicate effective capital use, allowing the company to continue investing in products, stores, and digital capabilities without relying heavily on balance-sheet expansion.
International Growth PlatformsInternational markets remain an important structural growth avenue as Rest of World revenue increased in Q2 and management continues expanding stores, partnerships, and local activations. Growth in South Korea, Japan, EMEA, China, and other markets can diversify dependence on pressured North American demand over time.
Bears Say
Reduced Revenue And Earnings OutlookThe reduced full-year outlook indicates that current demand weakness is broad enough to affect the company’s earnings base beyond a single quarter. Lower revenue and EPS expectations constrain operating leverage and could limit the resources available for expansion until product and traffic trends recover.
Category And Traffic WeaknessWeak traffic and a sharp decline in the core leggings category suggest pressure on both customer engagement and product relevance, not merely an isolated regional issue. Away-from-body styles are gaining traction, but management said they have not fully offset leggings weakness, leaving a significant category gap.
Margin And Tariff PressureLululemon faces a material profitability reset as product margin declines, higher markdowns, fixed-cost deleverage, and tariffs pressure gross and operating margins. The Q3 outlook highlights the risk that weaker sales will amplify cost inefficiencies, while tariff uncertainty makes sustainable margin recovery harder to assess.

Lululemon Athletica News

LULU FAQ

What was Lululemon Athletica’s price range in the past 12 months?
Lululemon Athletica lowest stock price was $90.38 and its highest was $225.98 in the past 12 months.
    What is Lululemon Athletica’s market cap?
    Lululemon Athletica’s market cap is $10.95B.
      When is Lululemon Athletica’s upcoming earnings report date?
      Lululemon Athletica’s upcoming earnings report date is Dec 03, 2026 which is in 52 days.
        How were Lululemon Athletica’s earnings last quarter?
        Lululemon Athletica released its earnings results on Sep 03, 2026. The company reported $2.92 earnings per share for the quarter, beating the consensus estimate of $1.794 by $1.126.
          Is Lululemon Athletica overvalued?
          According to Wall Street analysts Lululemon Athletica’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Lululemon Athletica pay dividends?
            Lululemon Athletica does not currently pay dividends.
            What is Lululemon Athletica’s EPS estimate?
            Lululemon Athletica’s EPS estimate is 1.
              How many shares outstanding does Lululemon Athletica have?
              Lululemon Athletica has 105,594,060 shares outstanding.
                What happened to Lululemon Athletica’s price movement after its last earnings report?
                Lululemon Athletica reported an EPS of $2.92 in its last earnings report, beating expectations of $1.794. Following the earnings report the stock price went down -17.377%.
                  Which hedge fund is a major shareholder of Lululemon Athletica?
                  Currently, no hedge funds are holding shares in LULU
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Lululemon Athletica

                    Lululemon Athletica Inc., alongside its subsidiaries, specializes in the design, global distribution, and retail of athletic apparel and accessories for both women and men. Its business operations are structured into two main divisions: company-owned retail establishments and direct-to-consumer sales. The firm's offerings encompass a range of clothing such as pants, shorts, tops, and jackets, all crafted for promoting a healthy lifestyle and facilitating athletic endeavors. These activities span yoga, running, training, and other physically demanding pursuits. Beyond apparel, Lululemon also supplies fitness-related accessories and a selection of footwear. Customers can acquire Lululemon products through numerous channels. These include a global network of corporate-managed stores, outlet locations, and seasonal warehouse sales. The company also sells through an interactive digital workout platform and via wholesale partnerships with entities like yoga studios, health clubs, and fitness centers. Further sales occur through temporary pop-up shops, as well as various licensing and supply agreements. A significant portion of sales is conducted directly with consumers through dedicated mobile applications and its primary e-commerce website, lululemon.com. By January 30, 2022, Lululemon boasted 574 stores operating under its brand name across numerous international markets. These markets span the United States, Canada, the People's Republic of China, Australia, the United Kingdom, Japan, New Zealand, Germany, South Korea, Singapore, France, Malaysia, Sweden, Ireland, the Netherlands, Norway, and Switzerland. Founded in 1998, Lululemon Athletica Inc. maintains its corporate base in Vancouver, Canada.

                    Lululemon Athletica (LULU) Earnings & Revenues

                    LULU Company Deck

                    LULU Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Negative
                    The call was dominated by significant operating challenges, including declining Q2 revenue and comparable sales, brand and traffic pressure, inconsistent product performance, weakness in leggings and accessories, and sharply reduced Q3 and full-year earnings guidance. Management highlighted strong liquidity, successful community engagement, selected product and regional strengths, cost actions and continued investment in the brand, but these positives did not outweigh the breadth and magnitude of the reported declines.View all LULU earnings summaries

                    LULU Net revenue Breakdown

                    63.01%63.01%23.99%13.00%
                    63.01% Women's apparel
                    23.99% Men's apparel
                    13.00% Accessories and other categories
                    tipranks

                    LULU Stock 12 Month Forecast

                    Average Price Target

                    $101.05
                    ▼(-14.60% Downside)
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2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 44, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":176.17,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 40, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":158.81,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 39, \t&nbsp;</span>\n  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                    Ownership Overview

                    0.27%22.32%0.06%50.51%
                    0.06% Other Institutional Investors
                    50.51% Public Companies and Individual Investors
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