LULU - Lululemon Athletica Inc.
Lululemon presents a tactical buy opportunity after an overdone sell-off, trading at just 10.18x forward earnings. Key headwinds—tariffs, intensifying competition, and leadership changes—are largely temporary, with tariff relief and a new CEO as potential catalysts. LULU's international business, especially in China, is delivering robust growth, offsetting weak North American performance and underpinning future upside.
VANCOUVER, British Columbia--(BUSINESS WIRE)--lululemon (NASDAQ:LULU) today announced the opening of the first lululemon stores in Greece through its franchise partnership with Arion Retail Group. The first store location will open tomorrow, Saturday, May 23, 2026, at Akadimias 17 & Voukourestiou in Kolonaki, central Athens. A second store location is set to open on Friday, June 12, 2026, at the Golden Hall shopping mall. The opening of these stores represents an important step in lululemon.
Lululemon (LULU) reached $126.76 at the closing of the latest trading day, reflecting a +1.25% change compared to its last close.
lululemon faces significant narrative and operational headwinds ahead of Q1 earnings, with deep negative sentiment and downward estimate revisions. Q1 sales are expected to grow just 3% y/y to $2.44 billion, with EPS guidance of $1.63–$1.68, both below analyst consensus. Despite pessimism, LULU has a strong track record of beating estimates, but a standard beat may not be enough to lift shares given volatility and negative sentiment.
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
VANCOUVER, British Columbia--(BUSINESS WIRE)--lululemon athletica inc. (NASDAQ: LULU) today announced that its financial results for the first quarter fiscal 2026 will be released Thursday, June 4, 2026. The company will host a conference call at 4:30 p.m. Eastern time to discuss the financial results. If you would like to participate in the call, please dial (833) 752-3550 or (647) 846-8290, if calling internationally, approximately 10 minutes prior to the start of the call. A live webcast of.
After reaching an all-time high of $516.39 in December 2023, lululemon athletica inc. is now caught in a ~75% drawdown, the second largest since the company's IPO in July 2007. Using today's closing price of $125.19, lululemon is currently trading at ~9.4x the forward earnings of $13.34 per share expected in fiscal 2027. China is now the company's key growth engine, with impressive top-line growth at scale and even better profitability metrics when compared to the core North American business.
Big Short investor Michael Burry is aggressively reallocating capital toward beaten-down stocks, warning the artificial intelligence (AI) boom increasingly resembles the dot-com era. According to him, a remarkable 87% of venture funding now targets AI, creating what he dubs an “asset bubble – plain and simple”.
A surprise note from the company's chair marked an escalation of the fight after the two sides appeared close to coming to terms.
When there is a fight over control of a public company, one would hope the winner would drive change and, with it, raise the stock price.
Lululemon recently unveiled its new CEO, who will be taking over in an attempt to turn the business around. The company's sales rose by just 5% last year, and the top line has been declining for a while.
Wilson Stands Ready to Reach Agreement on Principal Terms Provided by lululemon VANCOUVER, BC, May 18, 2026 /PRNewswire/ -- Chip Wilson, Founder of lululemon athletica inc. (NASDAQ: LULU) ("lululemon" or the "Company") and one of lululemon's largest shareholders, today released the following statement regarding recent settlement discussions with lululemon's Board of Directors (the "Board").
Lululemon says Chip Wilson has “coveted” the company since he left, and that his vision “appears to be frozen in time.”
Lululemon Athletica is escalating its fight with founder Chip Wilson, accusing its largest individual shareholder of pushing “outdated perspectives” and pursuing “troubling conflicts of interest” that could jeopardize its turnaround strategy.
Lululemon is showing its teeth. The Vancouver-based athleticwear company is taking its battle with activist founder Chip Wilson public, writing in a letter to shareholders on Monday he has “outdated perspectives” and “troubling conflicts of interest” that will derail its turnaround plan, materials reviewed by CNBC show.
Lululemon is urging its shareholders to vote against the slate of directors nominated by founder Chip Wilson.
Here are five key things investors need to know to start the trading day.
VANCOUVER, British Columbia--(BUSINESS WIRE)--lululemon athletica inc. (NASDAQ:LULU) today filed definitive proxy materials with the Securities and Exchange Commission in connection with the company's upcoming Annual Meeting of Shareholders (the “Annual Meeting”) to be held on June 25, 2026. Shareholders of record as of April 30, 2026 will be entitled to vote at the meeting. The definitive proxy statement and other important information related to the Annual Meeting can be found at voteforlulul.
Lululemon is issuing its first major public response to founder Chip Wilson in a letter to shareholders, where it laid out why its strategy, its incoming CEO Heidi O'Neill and board nominees are ultimately best for investors. Lululemon urged shareholders to vote for its three board nominees over Wilson's, calling them "vastly superior.
Lululemon stock price has crashed and become highly undervalued. It has also become the most oversold it has been since last year