NASDAQ:LULU

LuLulemon Athletica (US) (LULU)

116.67
+0.34 (0.29%)
as of Jul 20, 2026, 8:00:00 pm Market Open.
189 watching
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Investor Insights
star iconJul 21, 2026, 12:00 am

This summary was created by AI, based on 26 opinions in the last 12 months.

LuLulemon Athletica (LULU) is facing significant challenges and experiencing a notable decline in its stock price, down approximately 45% this year and 65% over the past 12 months. The company's recent earnings report was disappointing, leading to an 8.5% drop in shares, as it cut its full-year revenue and slashed its earnings forecast. Despite having a strong brand and global presence, LULU is grappling with increased competition and changing consumer preferences, particularly as leisurewear became less vital post-pandemic. While some experts see potential for a turnaround with new leadership and product refreshes, many express caution given the current downtrend and ongoing issues within management. Overall, the sentiment is mixed, with some suggesting it might be a good time to accumulate shares slowly on weaknesses, while others recommend waiting for clearer signs of recovery.

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Consensus
cautious
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Valuation
undervalued
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STRONG BUY
An amazing quarter. They are growing in the men's segment, which is just starting and faces a lot of growth. 69% of sales continues to be to women. Buying Mirror, a fitness start-up, was a great deal. The CEO has done an amazing job. They were in a great position going into the pandemic and thrived during it as people wore more casual clothing, and still thrive. Those over age 30 will buy more of their clothes. Their numbers were stellar. The one knock about them is their PE, but why doesn't anyone say that about Nike? There's a lot of upside to come.
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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 Apr 06/21, Up 24.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LULU has achieved its $385 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop (from $250) to $315.
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.
Showing 91 to 105 of 136 entries