LULU Ticker Curator

Analyst Coverage

• Morgan Stanley Resume: Morgan Stanley resumed coverage of Lululemon with an Underweight rating and $93 price target.
• Strong...

Two analyses highlight the steep challenges facing LULU after its 45% drop:

• Growth has evaporated: Comparable sales slowed to just 2%, with Q1...

Morgan Stanley resumed coverage of Lululemon with an Underweight rating and $93 price target, highlighting a cautious stance even as the firm sees improving setup for specialty retail into 2H26.

Lululemon trades at a 9.0x P/E, well below its fair ratio of 20.3x and luxury peers at 21.5x, yet only 3 of 6 broader value checks pass, leaving a...

• Bull case: International growth at 23% in China offsets US softness, backed by debt-free balance sheet and 8.76% buyback yield.
• Bear case:...

Lululemon faces a federal lawsuit alleging it raised prices due to 2025 tariffs, then retained the revenue after tariffs were ruled unlawful without...

Three conflicting signals emerge on LULU amid weakness.

• Bullish upgrade cites debt-free balance sheet, ~8.76% buyback yield, and China growth at...

Analyst Downgrades

• 🔥 Sell Rating Issued: Analyst downgraded LULU to sell after Q1 FY26 revenue and EPS guidance cuts, citing 41% stock decline...

Lululemon paused US e-commerce sales of its new Get Low leggings after complaints they turned see-through in motion , reviving past product failures...

A previously bullish analyst downgraded LULU to "sell" after Q1 FY26 guidance cuts, citing the first potential full-year revenue decline since IPO and...

• LULU shares have plunged 78% from their December 2023 peak, trading at a forward P/E of just 10.6.
• Revenue grew only 4% last quarter with U.S....

Lululemon's China sales slowdown emerges as a new headwind, undermining the international growth that had offset persistent US weakness. With revenue...

MarketBeat reports LULU carries a consensus "Reduce" rating from 32 brokerages, with 4 sell, 26 hold, 1 buy and 1 strong buy ratings.

• Average...

At $118.43, LULU appears 21% undervalued versus the $150 narrative fair value, backed by nearly $1B in annual cash flow and 30% returns on invested...

Lululemon stands out at Shoptalk for turning store execution into a community-driven advantage.

• Appoints community leads and strategic sales...

Lululemon is facing a consumer lawsuit alleging it violated U.S. protection laws by raising prices on apparel to offset tariffs without issuing...

Proxy Battle Ends

• 🔥 Shareholder Vote Outcome: Lululemon shareholders elected the three management-backed director nominees, formally ending the...

Lululemon's proxy battle resolution gives new CEO Heidi O'Neill a critical window to stabilize governance and refocus on brand revival amid...

Valuation and Brand Analysis

• 🔥 Barron's Assessment: Lululemon stock has fallen 45% YTD and 60% over five years, dropping from a $500 peak to...

• Stock collapse: Down 45% YTD and 60% over five years after peaking above $500 in 2023, with valuation crashing to 10x forward earnings.
• Core...