NASDAQ:LULU

LuLulemon Athletica (US) (LULU)

117.15
+2.92 (2.56%)
as of Jun 8, 2026, 8:45:17 pm Market Open.
188 watching
0
Investor Insights
star iconJun 7, 2026, 12:00 am

This summary was created by AI, based on 25 opinions in the last 12 months.

LuLulemon Athletica (LULU) is currently experiencing significant challenges, including disappointing sales and earnings, loss of its leadership position in the athleisure market, and increased competition from cheaper alternatives. The stock has seen a steep decline over the past year, down approximately 65%, with recent guidance indicating continued struggles ahead as same-store sales in North America fell by 5%. Despite these issues, analysts remain cautiously optimistic, noting the brand's strong global presence and potential for a turnaround, especially with new products launching under a new designer. Technical patterns suggest a possible bottoming out, but pressure from tariffs and market volatility adds risk. Investors are advised to accumulate shares slowly, while others express concern over the company's management and overall direction.

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Consensus
Bearish
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Valuation
Undervalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

The Canadian based athletic clothing manufacturer is stretching its markets internationally, where sales are up over 35% this year.  Analysts like that it is trading at 22x earnings -- a 40% discount to its 10 year average valuation.  We like that cash reserves are growing, whiles shares are bought back, which supports a 40% ROE.  We recommend setting a stop-loss at $200, looking to achieve $324 -- upside potential of 28%.  Yield 0%

(Analysts’ price target is $392.54)
TOP PICK

Looking at the chart, a deep value play. A brand-new addition for her, just picking it up this week. Over the years, she's traded it multiple times and made money. Retail sector has been one of the primary pain points in the last few months, and she sees opportunity. No dividend.

With this one, you have to consider the bigger picture: quality, customer loyalty. 80% of revenue in 2023 from USA, 10% from China, rest globally. Oversold, recession fears have moved to the back burner. Trading at 40% discount to 10-year average. Her price target is $400, a 37% return on a trade from here. High-quality business, challenging macro, story's far from over.

(Analysts’ price target is $392.90)
BUY

At 20x PE trades lower than Nike. Believes in LULU's management and positioning.

SELL

They report next week. They have huge brand awareness, but to be honest this is a tax-loss sale after they report. However, he won't do that yet because they trade at 30x historically and now at 21x. He bought at 27x. He got ahead of this, but won't sell it yet. No doubt there's more competition in this space.

DON'T BUY

Is down 31% in the last 6 months. Wait till they report before making a move.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 21/24, Down 7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LULU has triggered its stop at $300.  To remain disciplined, we recommend covering the position at this time. This result in a net investment loss of 10%, when combined with our previous buy recommendation.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate LULU as a TOP PICK.  Recently reported earnings showed sales growing only 9% in Q1, below 12% expectations, and share prices traded lower in response.  Looking longer term, international sales were up over 50% -- representing 20% of company sales -- lots of room for growth.  Cash reserves are growing, whiles shares are bought back.  It trades at 26x earnings and supports a 42% ROE.  We continue to recommend a stop at $300, looking to achieve $454 --upside potential of 40%.  Yield 0%

(Analysts’ price target is $454.89)
DON'T BUY
downgraded today

Revenue growth is up 30% in the past 3 years, but 18% in the past year, so growth may be moderating and the pandemic bump could be over. Shares are up 105% over the last 5 years, but down 30% year to date. This may be a maturing company.

WAIT

Strength in brand and company. Headwinds in the apparel category, weighing on demand. Higher price point, somewhat discretionary (though depends who you ask ;) Show-me. High expectations. Watch and wait for a couple of back-to-back stronger quarters. Price trend is down.

PARTIAL SELL

He's usually bullish LULU but their last nights were not that good.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O’Reilly

Recently reported quarterly EPS grew 20%.  Cash reserves are growing while shares are bought back.  It trades at 32x earnings and supports a robust 42% ROE.  They plan to open 30 stores outside North America in 2024.  We recommend setting a stop-loss at $300, looking to achieve $485 — upside potential of 25%.  Yield 0% 

(Analysts’ price target is $485.27)
PARTIAL BUY

It's always been tough to get this at a reasonable price. It is a good, popular product with longevity. It is getting to a point where you could buy a half position.

BUY ON WEAKNESS

Wants to buy it. It remains expensive though shares are sliding 16% today. They have a unique brand.

COMMENT

It's a larger read-through on the state of the consumer. Q1 is partially disappointing, delivering on earnings but need to deliver on guidance. Are concerns. They've disappointed here in the past, but quickly recovered. Shares have fallen below its 200-day moving average.

BUY
reports Thursday

YTD vs. the market lags, but in the past year is up 59% vs. 30% for the S&P. This will be a gross margin, direct-to-consumer story which he hopes is 15% while he hopes the gross margin is 58%.

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