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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BUY
It has a strong cult following and people will continue to buy it post-Covid. It will adapt.
BUY
They're about to report. The brand is consistent and not just a Covid phenom. Thinks they'll surprise to the upside. The valuation doesn't make sense, though. Stock has been trading sideways and is looking for an excuse to break out.
COMMENT
They're about to report. Caveats: People will be putting pants back on as they return to the office. Also, there's so much competition here now, so it'll be interesting to see what they report.
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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 revenues were up 24%, including a 94% increase in direct to consumer sales. LULU holds $1.2 billion in cash and the stock is still trading 20% below its all-time highs. Clearly the pandemic has not hurt this Vancouver based stretchy pant manufacturer. We would buy this with a stop loss at $250, looking to achieve $385 -- upside potential over 26%. Yield 0% (Analysts’ price target is $385.35)
DON'T BUY

Lulu is the oppposite of, say, PVH, which sells clothes to be worn outside the home. LULU sells casual apparel for indoors, which worked during the lockdowns and nobody looks at you.

BUY ON WEAKNESS
They're day in the sun is over, many say, that athleticwear is over. He disagrees. This has fallen enough and now is exactly when he would buy.
BUY
Will benefit when the economy reopens, but meanwhile their online sales are strong.
COMMENT
Nike vs. Lululemon Lululemon pulled back a lot, though it's the better value.
BUY

He prefers this to Canada Goose, which hasn't extended their product line enough. Lulu has.

BUY ON WEAKNESS
They just named a new CFO. He loves the company and is more confident about it than the consensus which is now preferring Levis. However, buy this on weakness.
BUY ON WEAKNESS
A bullish trend is leisurewear in an age when nobody cares if you wear a suit at home An analyst today just raised his price target on this. A smart CEO. Today's market slide is a rare pullback--buy.
TOP PICK
Really expanded from home base. Highest sales per square foot of any retailer in US. Work from home has changed consumer clothing habits. China is a huge opportunity, as are digital sales and men's clothes. No dividend. (Analysts’ price target is $364.58)
BUY
He saw this store grow up to an empire. He is embarrassed to say he has ever owned them. They have a strong competitive advantage. They can charge a premium. The stock is expensive but with their expected earnings growth it may not matter. He wears Lulu lemon pants to ride his electric bike to work. They make men's dress pants.
TOP PICK
Still bullish on growth. They are adding stores in Lululemon. They are doing everything right. A good way to play the retail sector. (Analysts’ price target is $240.13)
COMMENT

LULU vs GOOS? He would favour LULU as it has a more diversified product line. Both trade at high multiples. He does not own either.

Showing 91 to 105 of 134 entries