LULU

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. lululemon athletica’s stock has fallen sharply over the past few years, yet current valuation checks suggest the shares may not be a straightforward bargain, leaving investors weighing a steep share price reset against a mixed value profile. Over the past 3 years, lululemon athletica has declined 68.7%, which puts recent short term moves into the context of a prolonged reset in market expectations for the business. The recent resolution of the proxy dispute and board reshuffle can support greater focus on product and international growth. However, uncertainty around execution on those plans and revenue trends remains a key risk for what investors are willing to pay for the stock. The company screens as undervalued on some earnings based multiples, but a mixed set of broader checks, with 3 out of 6 passed on value, points to a more balanced picture than a clear-cut bargain. The issue now is whether lululemon athletica’s current share price around US$115.64 already reflects this reset in expectations, or if the market is still applying too big a discount to the company’s prospects. Find out why lululemon athletica's -51.3% return over the last year is lagging behind its peers. The P/E ratio is a useful cross-check for lululemon athletica because earnings are a key driver for how investors look at consumer brands. On this metric, lululemon athletica trades at about 9.0x earnings, well below the Luxury industry average of roughly 21.5x and a peer group average of about 32.8x. That starting point already puts the stock at a large discount to many comparable companies. A more tailored fair P/E ratio for lululemon athletica, which blends factors such as its sector, profitability profile and risk, sits at about 20.3x. Set against the current 9.0x, this highlights a sizable gap between what the market is currently paying and what this framework suggests might be reasonable. Despite the recent easing of governance risk after the proxy dispute resolution, the market is still pricing lululemon athletica on a significantly lower earnings multiple than both this fair ratio and industry norms. Overall, the stock appears undervalued on the P/E multiple when compared with both its fair ratio and Luxury ind...

Lululemon’s stock price has taken a beating over the past six months, shedding 50.4% of its value and falling to a new 52-week low of $105.41 per share. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation. Following the pullback, is this a buying opportunity for LULU? Find out in our full research report, it’s free. Originally serving yogis and hockey players, Lululemon (NASDAQ:LULU) is a designer, distributor, and retailer of athletic apparel for men and women. A retailer’s store count often determines how much revenue it can generate. Lululemon operated 816 locations in the latest quarter. It has opened new stores at a rapid clip over the last two years, averaging 7.4% annual growth, much faster than the broader consumer retail sector. This gives it a chance to become a large, scaled business over time. When a retailer opens new stores, it usually means it’s investing for growth because demand is greater than supply, especially in areas where consumers may not have a store within reasonable driving distance. We prefer higher gross margins because they not only make it easier to generate more operating profits but also indicate product differentiation, negotiating leverage, and pricing power. Lululemon has best-in-class unit economics for a retailer, enabling it to invest in areas such as marketing and talent. As you can see below, it averaged an elite 57.5% gross margin over the last two years. That means Lululemon only paid its suppliers $42.52 for every $100 in revenue. Operating margin is an important measure of profitability as it shows the portion of revenue left after accounting for all core expenses — everything from the cost of goods sold to advertising and wages. It’s also useful for comparing profitability across companies with different levels of debt and tax rates because it excludes interest and taxes. Lululemon has been a well-oiled machine over the last two years. It demonstrated elite profitability for a consumer retail business, boasting an average operating margin of 20.8%. This result isn’t surprising as its high gross margin gives it a favorable starting point. These are just a few reasons why we think Lululemon is a high-quality business. With the recent decline, the stock trades at 10× forward P/E (or $105.41 per share). Is now a good time to buy? See for yourself in ou...

lululemon athletica inc. LULU used its first-quarter 2026 earnings call to address a sharp moderation in sales trends that emerged late in the quarter, prompting a reduction to its full-year outlook. Management pointed to brand-related disruptions and uneven product launch performance as key factors behind the slowdown, while outlining actions aimed at restoring momentum in North America and sustaining international growth. Interim Co-CEO and CFO Meghan Frank said the company entered the year with encouraging signs but encountered softer demand toward the end of the first quarter and into the second quarter. The company posted first-quarter revenues of $2.47 billion, representing a 4% year-over-year increase, while earnings per share came in at $1.69. Both metrics surpassed the Zacks Consensus Estimate, with revenues exceeding expectations of $2.43 billion and earnings topping the forecast of $1.67 by approximately 1.3%. lululemon athletica inc. Price, Consensus and EPS Surprise lululemon athletica inc. price-consensus-eps-surprise-chart | lululemon athletica inc. Quote Despite the quarterly beat, management lowered its 2026 outlook. Revenues are now expected between $11 billion and $11.15 billion, representing flat to down 1% growth from 2025, while earnings per share are projected between $10.95 and $11.15. Frank said the company’s analysis pointed to two primary drivers behind the recent slowdown. First, spikes in negative media and social-media commentary weighed on traffic and overall sales performance. Management said the issue affected both the United States and China and became most visible in late April and early May. Second, several recent product launches failed to generate the expected level of consumer response. While some new introductions performed well, the company acknowledged that not all product initiatives delivered the anticipated lift across the broader assortment. Management emphasized that product remains the centerpiece of its recovery strategy. Frank highlighted strong guest response to updates within key franchises such as Fast & Free, Swiftly and Metal Vent, as well as newer offerings including Daydrift and Define. However, the company said its recent “new look of yoga” campaign did not translate into the broader sales acceleration it expected. To improve responsiveness, lululemon is increasing chase production volume by 20% this...

Lululemon (Nasdaq: LULU) came into its first-quarter earnings report with investors desperate to see some signs of a turnaround, or at least stabilization. The business has been in disarray for at least the last year as sales growth in North America, its core market, has stalled, and other headwinds, such as tariffs, have weighed on the bottom line. Former CEO Calvin McDonald was pushed out, and the company now has a pair of interim co-CEOs at the helm until Heidi O'Neill, a longtime former Nike exec, takes over the position in September. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Coming into the report, Lululemon stock was down 40% year-to-date, but investors sent the stock even lower after hours on Thursday, down another 11% as first-quarter results met expectations, but the company cut its full-year earnings guidance. Its second-quarter forecast was also well below the mark. The pattern from Lululemon's recent quarters continued with weak results in North America as comparable sales fell 5% in the Americas, but comps rose 13% in international markets, helping to make up for it. Overall revenue rose 4%, or 2% in constant currency, to $2.47 billion, which edged out the consensus at $2.43 billion. Further down the income statement, the athleisure company continued to struggle with gross margin down 410 basis points to 54.2%, though 280 basis points of that was due to negative tariff impact. The remainder was from fixed cost deleverage due to falling comparable sales in North America. Selling, general, and administrative expenses rose due to higher store labor hours and increased compensation, which led to operating income falling 37% to $276.9 million. Earnings per share declined from $2.60 to $1.69, which topped the consensus at $1.67. However, the company's guidance was well short of expectations. For the second quarter, it called for a revenue decline of 2%-3% to $2.45 billion-$2.475 billion, a clear slide from the first quarter and much worse than the consensus at $2.59 billion. It also sees earnings per share of $1.76-$1.81, which compares to estimates at $2.69. For the full year, it sees revenue of $11 billion-$11.15 billion, or flat to a decline of 1%, and calls for earnings pe...

All three major US stock indexes were down late Friday morning following a better-than-expected May

lululemon athletica inc. LULU delivered first-quarter fiscal 2026 results, wherein revenues and earnings per share (EPS) surpassed the Zacks Consensus Estimate. The company delivered year-over-year top-line growth, supported by strength in its international business. However, the bottom line declined from the prior year, reflecting margin pressure from higher markdowns, tariff-related costs and elevated SG&A expenses.lululemon’s fiscal first-quarter EPS of $1.69 declined 35% year over year but surpassed the Zacks Consensus Estimate of $1.67 by 1.2%.The Vancouver, Canada-based company’s quarterly revenues increased 4% from the year-ago period to $2.47 billion and 2% on a constant-dollar basis. Revenues beat the Zacks Consensus Estimate of $2.43 billion by 1.6%. The quarter’s top-line growth was driven by strong international demand, even as comparable sales (comps) declined 2% on a constant-dollar basis and North America remained under pressure.Total comps rose 1% year over year and declined 2% on a constant-dollar basis. Comps in the Americas dipped 5% on a reported basis and 6% on a constant-dollar basis. Internationally, comps increased 13% on a reported basis and 18% on a constant-dollar basis. Our model predicted comps growth of 0.3% for the fiscal first quarter.Shares of the company declined 11.5% in the after-hours trading session on June 4, 2026, following the soft earnings performance in first-quarter fiscal 2026 and a bleak guidance. The Zacks Rank #3 (Hold) company has lost 26.6% in the past three months compared with the Textile - Apparel industry’s 9% decline. Image Source: Zacks Investment Research International markets did most of the heavy lifting, with revenues increasing 22% y/y (up 16% in constant dollars). China Mainland net revenues rose 30% year over year to $478.4 million (23% in constant dollars), while the Rest of World segment generated $372.0 million, up 13% (9% in constant dollars). Comps momentum also skewed overseas, with China Mainland up 20% (13% in constant dollars) and Rest of World up 5% (1% in constant dollars).The Americas business remained the key drag. Net revenues in the region declined 3% year over year (down 4% in constant dollars). Within the Americas segment, revenues declined 3% year over year in Canada (down 6% in constant dollars) and 4% in the United States, on both reported and constant-dollar basis.This unders...

It’s been easy to call a bottom in Lululemon Athletica in recent years–just keep waiting another day. The specialty athleticwear company, which had already dropped nearly 40% year to date alone before it reported fiscal first-quarter earnings after the bell Thursday, didn’t reward bargain hunters. The quarter itself was better than expected, but the full-year outlook was the culprit: Lululemon said it will earn between $10.95 and $11.15 a share on revenue that will be flat or down 1%, translating into $11 billion to $11.15 billion.

Lululemon lowered its outlook today, saying that it expects sales to be flat or slightly down this year. The athleisure company expects net revenue to fall as much as 1% for the full year, compared with its previous forecast for growth of 2% to 4%.

Lululemon Athletica (LULU) came out with first quarter results on Thursday, its earnings coming in line with forecasts ($1.69 per share) while edging past Wall Street's revenue expectations ($2.47 billion vs. estimates of $2.44 billion). The stock is dropping in extended hours trading. Yahoo Finance Senior Reporter Brooke DiPalma dives into the earnings release and the athleisure brand's guidance figures.

Lululemon (LULU) came out with quarterly earnings of $1.69 per share, beating the Zacks Consensus Estimate of $1.67 per share. This compares to earnings of $2.6 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +1.26%. A quarter ago, it was expected that this athletic apparel maker would post earnings of $4.76 per share when it actually produced earnings of $5.01, delivering a surprise of +5.25%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Lululemon, which belongs to the Zacks Textile - Apparel industry, posted revenues of $2.47 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 1.59%. This compares to year-ago revenues of $2.37 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Lululemon shares have lost about 39.4% since the beginning of the year versus the S&P 500's gain of 10.4%. While Lululemon has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Lululemon was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) s...

For the quarter ended April 2026, Lululemon (LULU) reported revenue of $2.47 billion, up 4.3% over the same period last year. EPS came in at $1.69, compared to $2.60 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $2.43 billion, representing a surprise of +1.59%. The company delivered an EPS surprise of +1.26%, with the consensus EPS estimate being $1.67. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Lululemon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Total stores: 816 versus the six-analyst average estimate of 818. Total Gross Square Footage: 3,788.00 Ksq ft versus the five-analyst average estimate of 3,740.39 Ksq ft. Total Comparable Sales (Change in constant dollars): -2% compared to the -0.7% average estimate based on five analysts. Total Comparable Sales: 1% versus -0.6% estimated by three analysts on average. Geographic Revenues- China Mainland: $478.4 million versus $467.55 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +30% change. Geographic Revenues- Rest of World: $372 million compared to the $377.37 million average estimate based on six analysts. The reported number represents a change of +13.4% year over year. Geographic Revenues- Americas: $1.62 billion versus the six-analyst average estimate of $1.59 billion. The reported number represents a year-over-year change of -3.2%. Geographic Revenues- United States: $1.31 billion versus the three-analyst average estimate of $1.28 billion. The reported number represents a year-over-year change of -3.6%. Geographic Revenues- Canada: $283.34 million compared to the $280.19 million average estimate based on three analysts. The reported number represents a change of -3.2% year over year. Net Revenue by Channel- Company-operated stores: $1.19 billion versus $1.15 billion estimated by five anal...

Interested in lululemon athletica inc.? Here are five stocks we like better. Lululemon lowered its fiscal 2026 outlook after first-quarter revenue rose only 4% and comparable sales fell 2%, citing softer recent demand, negative brand chatter, and product launches that underperformed expectations. North America remains the main weak spot while international markets, especially China Mainland, continue to grow strongly. North America revenue fell 3% in the quarter, but China Mainland revenue jumped 30% and comparable sales rose 13%. Margins and earnings were pressured by tariffs, markdowns, and higher costs, with gross margin down 410 basis points and EPS falling to $1.69 from $2.60 a year earlier. The company also expects second-quarter and full-year profit to decline further. Lululemon Stock Trades at 2018 Levels Despite Record Revenue: Time to Buy? lululemon athletica (NASDAQ:LULU) reported modest first-quarter revenue growth but lowered its fiscal 2026 outlook, citing softer recent sales trends, negative media and social commentary around the brand, and product launches that did not meet expectations. Meghan Frank, interim co-CEO and chief financial officer, said the company remains focused on strengthening performance in North America while continuing to expand internationally. She said lululemon saw “encouraging signs” in the first quarter but faced headwinds as it exited the period and entered the second quarter. → Palantir’s Drone Tailwind Puts Its Defense AI Story Back in Focus for Investors Lululemon’s Share Price Bottom Is In: Nowhere to Go But Up “Based on our early analysis, there are two key factors impacting our trend,” Frank said. “First, we experienced spikes of negative commentary in the media and on social channels with regard to our brand, which had an impact on traffic and overall top-line performance. Second, not all of our product launches have met our expectations.” For the first quarter, total net revenue rose 4%, or 2% in constant currency, to $2.5 billion. Comparable sales declined 2%. → Will the SpaceX IPO Put These 5 Public Space Stocks Into a Higher Orbit? Wall Street Loves FIGS—Why Do Price Targets Predict Pullback? The regional split showed continued pressure in North America and strength in China Mainland: North America revenue declined 3%, or 4% in constant currency, while comparable sales fell 6%. U.S. revenue declined 4%, wh...