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

11,284 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 Profitability & Gross MarginsLululemon’s persistently high gross margins and strong operating profitability reflect a durable premium brand, product mix and direct-to-consumer model. These structural margin advantages support reinvestment in product, marketing and international expansion even through near-term demand cycles.
China & Digital MomentumRapid China growth and a large, growing digital channel diversify Lululemon’s revenue base and reduce dependence on North America. A ~40% digital mix improves reach, lowers incremental distribution costs and supports scale economics and international growth over the next several quarters to years.
Healthy Liquidity & Capital ReturnsStrong liquidity, revolver capacity and ongoing buybacks indicate financial flexibility to invest in supply chain, stores and digital initiatives while returning capital. This balance supports execution of multi-year initiatives and cushions against cyclical softness without forcing asset sales.
Bears Say
Material Margin PressureSubstantial margin erosion from tariffs, markdowns and higher costs is a structural headwind that reduces free cash flow and limits reinvestment. If elevated tariff exposure and clearance activity persist, margin normalization could take multiple quarters and materially compress operating leverage.
North America Demand & Brand SentimentSustained North America traffic and conversion weakness tied to brand sentiment and some underperforming launches threatens the company’s largest market. Prolonged reputational or product-mix issues could depress full-price sell-through, force higher promotions, and weaken long-term customer LTV.
Reduced Full-Year Outlook & Guidance RiskDownward guidance and a pullback in store expansion signal near-term demand and execution risk. A stalled revenue trajectory limits operating leverage and raises the bar for management to restore mid-cycle growth, making multi-quarter recovery necessary to validate 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 $14.05B.
      When is Lululemon Athletica’s upcoming earnings report date?
      Lululemon Athletica’s upcoming earnings report date is Aug 27, 2026 which is in 54 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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                    Ownership Overview

                    0.26%21.73%0.02%50.03%
                    0.02% Other Institutional Investors
                    50.03% Public Companies and Individual Investors
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