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Renewed Market Caution Will Drive Momentum Shifts Amid Competitive Pressure

Published
02 Sep 24
Updated
25 Oct 25
AnalystConsensusTarget's Fair Value
US$194.36
7.4% undervalued intrinsic discount
25 Oct
US$179.98
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1Y
-41.0%
7D
-0.8%

Author's Valuation

US$194.367.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on25 Oct 25
Fair value Decreased 0.76%

Lululemon athletica's fair value estimate declined slightly to $194.36 from $195.84. Analysts cite slowing growth trends, ongoing U.S. market headwinds, and greater earnings uncertainty across recent Street research.

Shared on11 Oct 25
Fair value Decreased 1.27%

Lululemon athletica’s analyst fair value target has been lowered to approximately $195.84 from $198.36. Analysts cite growing concerns over U.S. sales headwinds, increased competitive pressures, and a subdued earnings outlook, despite relatively stable profit margins.

Shared on27 Sep 25
Fair value Decreased 2.09%

Analysts have trimmed Lululemon's price target from $202.60 to $198.36, citing intensifying U.S. competition, weaker domestic sales momentum, tariff-related headwinds, and concerns over product freshness and growth outlook despite otherwise reasonable valuations. Analyst Commentary Bearish analysts see intensifying competition in the athleticwear space, particularly in the U.S., with Lululemon's domestic business showing declining sales growth, lack of positive catalysts, and brand momentum concerns.

Shared on12 Sep 25
Fair value Decreased 1.73%

Lululemon's consensus price target was revised down to $202.60 as analysts cite weakening U.S. sales, stale product issues, heightened competition, earnings and guidance cuts, and new tariff pressures weighing on profit outlook. Analyst Commentary Ongoing weakness in Lululemon’s U.S. business, with negative sales growth for the first time in years, persistent execution issues, and difficulty reigniting brand momentum amid intensifying domestic competition.

Shared on27 Aug 25
Fair value Decreased 27%

Analysts have modestly reduced their fair value target for lululemon athletica to $276.45 amid concerns over U.S. sales softness, higher tariffs, and increased competition, partially offset by optimism regarding new product launches and resilient brand strength. Analyst Commentary Bullish analysts see Lululemon’s recent stock selloff and historically low valuation as an attractive opportunity to own a strong growth company with high margins, contingent on successful execution of sales growth targets and new product rollouts.

Shared on07 May 25
Fair value Decreased 15%

Shared on30 Apr 25
Fair value Decreased 0.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 3.48%

AnalystConsensusTarget has decreased profit margin from 17.0% to 15.1%.

Shared on09 Apr 25
Fair value Decreased 2.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 16%

AnalystConsensusTarget has decreased revenue growth from 8.8% to 7.2% and decreased future PE multiple from 25.6x to 22.6x.

Shared on26 Mar 25
Fair value Increased 2.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 1.33%