NASDAQ:LULU
LuLulemon Athletica (US) (LULU)
Financials 
Technical Analysis 
Jun 30, 2026, 12:00 amThis summary was created by AI, based on 24 opinions in the last 12 months.
Lululemon Athletica (LULU) is facing significant challenges in a transformed retail environment, with its stock plummeting 8.5% following a disappointing earnings report and a 45% decline this year. The company's transition from athletic gear to daywear has raised concerns about its market position, especially as competition has intensified from brands offering similar products at lower price points. Analysts note that despite a strong brand presence globally, the North American same-store sales have seen a decline of 5%. While there's an opportunity for long-term turnaround, many experts advise caution, given the company's ongoing struggles and the potential for continued stock volatility. Valuation is perceived as attractive, but the unclear trajectory of growth and competitive pressures pose risks for investors.
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Premium content
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.
Brianne Gardner At 20x PE trades lower than Nike. Believes in LULU's management and positioning.
Brian BelskiThey 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.
Premium contentOur 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.
Premium contentWe 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)
Premium contentRecently 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)
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.
Joe TerranovaYTD 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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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)