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

11,245 Followers

LULU Stock Chart & Stats

$167.28
-$3.90(-0.99%)
At close: 4:00 PM EST
$167.28
-$3.90(-0.99%)

Bulls Say, Bears Say

Bulls Say
High Gross Margins & ProfitabilityLululemon’s sustained mid-50s gross margins and strong operating profitability reflect durable premium pricing, product economics, and category mix advantage. These margins provide a structural buffer vs. peers, enabling reinvestment in product, stores, and digital even if top-line growth moderates.
Healthy Balance Sheet & Strong ROEModerate leverage and very high historical ROE indicate efficient capital allocation and financial flexibility. A manageable debt profile plus cash on hand supports investments, buybacks and cyclical resilience, lowering structural financial risk during periods of margin or demand pressure.
China & Digital Growth, Strong Product FranchisesRapid China expansion and a large, growing digital channel diversify growth beyond North America. Proven product franchises and community activations drive repeat purchase behavior and brand loyalty, supporting multi-geography revenue resiliency and faster cadence of product refreshes over the medium term.
Bears Say
Margin Compression From Tariffs, Markdowns & SG&AMaterial margin headwinds from tariffs, higher markdowns and deliberate SG&A layering are shrinking structural profitability. If tariff exposure and higher operating cost base persist, operating leverage will be harder to restore and will cap free cash flow and reinvestment capacity over the coming quarters.
North America Demand And Brand Sentiment WeaknessSustained weaker North American traffic and conversion tied to brand sentiment and some underperforming launches create a structural risk in the company’s largest market. Prolonged brand headwinds could depress full-price selling, increase markdown reliance, and slow return to prior growth trajectories.
Cash Conversion Softness And Modest Leverage UptickOperating cash flow trailing net income and FCF materially below earnings suggest working-capital or timing pressures. Combined with a modest uptick in leverage, this reduces financial slack to absorb sustained margin or demand weakness and constrains optionality on buybacks, capex or strategic investments.

Lululemon Athletica News

LULU FAQ

What was Lululemon Athletica’s price range in the past 12 months?
Lululemon Athletica lowest stock price was $109.36 and its highest was $252.24 in the past 12 months.
    What is Lululemon Athletica’s market cap?
    Lululemon Athletica’s market cap is $14.46B.
      When is Lululemon Athletica’s upcoming earnings report date?
      Lululemon Athletica’s upcoming earnings report date is Aug 27, 2026 which is in 74 days.
        How were Lululemon Athletica’s earnings last quarter?
        Lululemon Athletica released its earnings results on Jun 04, 2026. The company reported $1.69 earnings per share for the quarter, beating the consensus estimate of $1.682 by $0.008.
          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 1.83.
              How many shares outstanding does Lululemon Athletica have?
              Lululemon Athletica has 108,437,960 shares outstanding.
                What happened to Lululemon Athletica’s price movement after its last earnings report?
                Lululemon Athletica reported an EPS of $1.69 in its last earnings report, beating expectations of $1.682. Following the earnings report the stock price went down -8.557%.
                  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

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Negative
                    The call reflects a mixed but deteriorating near-term outlook: meaningful operational positives (rapid product cadence improvements, strong China growth, digital strength, inventory units down, community activations and buybacks) are outweighed by immediate demand softness in North America, negative brand/headline impacts, margin compression from tariffs and markdowns, higher SG&A and lowered EPS/revenue guidance. Management is executing remediation actions (marketing, faster chase, SKU rationalization, enterprise efficiencies), but the current guidance and Q1 results indicate notable near-term challenges.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

                    $134.53
                    ▼(-19.58% Downside)
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<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 33,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 18, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":245.12,"date":1751328000000,"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 30,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 17, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 4</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":193.33,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n       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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              <span  style=\"color:#912767\">Sell 0</span>\n      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                    Ownership Overview

                    0.32%22.70%11.33%37.53%
                    11.33% Other Institutional Investors
                    37.53% Public Companies and Individual Investors
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