Added to YB: 2026-09-08
Pitch date: 2026-09-04
LULU [neutral]
lululemon athletica inc.
Author Info
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Company Info
lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China, Hong Kong, Taiwan, Macau, Greece, and internationally.
Market Cap
$11.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.93
P/E
8.24
EV/Sales
1.07
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Consumer Spec - Pre Market Wrap - $LULU
LULU (earnings): Lululemon’s Q2 showed a broadening brand and demand problem: global comps fell 9%, primarily on traffic, Americas revenue declined 8%, and China Mainland fell 2% FX-neutral. A one-time $134.5M tariff refund masked underlying margin deterioration. FY2026 revenue and EPS guidance were sharply cut, while Q3 sales are expected to decline 10-11%. At ~12-13x forward EPS, the shares remain a value trap absent evidence of stabilization.
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