lululemon athletica Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 2/6
lululemon athletica verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 19.4%, während die Gewinne der Branche Luxury jährlich um gewachsen und zwar um 5.4%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 16.4%. Die Eigenkapitalrendite von lululemon athletica beträgt 31.8% und die Nettomargen betragen 14.2%.
Wichtige Informationen
19.42%
Wachstumsrate der Gewinne
21.07%
EPS-Wachstumsrate
| Luxury Wachstum der Industrie | 12.25% |
| Wachstumsrate der Einnahmen | 16.35% |
| Eigenkapitalrendite | 31.83% |
| Netto-Marge | 14.22% |
| Nächste Ertragsaktualisierung | 04 Jun 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Seeking Alpha • May 21
lululemon: I Was Ready To Short, Then The Stock Fell To $124
Summary Lululemon Athletica is a hold at $124, down over 40% YTD and trading at under 10x forward earnings. LULU’s Americas segment, 71% of revenue, faces two years of negative comps and ongoing margin pressure, while international growth offsets domestic weakness. The company boasts elite profitability: 56.6% gross margin, 19.9% operating margin, zero debt, and $1.6B operating cash flow. But growth and momentum have sharply deteriorated. Upcoming catalysts include a June 25 shareholder vote, the September arrival of a new CEO, and potential board changes amid an activist campaign. Read the full article on Seeking Alpha
Narrativ-Update • May 18
LULU: New CEO And Product Reset Will Support Future Brand Turnaround Story
The analyst price target for lululemon athletica has been trimmed by about $2 to reflect slightly lower fair value and P/E assumptions, as analysts weigh mixed views on the new CEO, recent target cuts across the Street, and ongoing questions around sales trends and product traction. Analyst Commentary Recent research highlights a split view on lululemon athletica, with some analysts encouraged by leadership changes and product potential, while others focus on weaker trends and a wave of price target cuts.Narrativ-Update • Apr 30
LULU: New CEO And Product Reset Will Drive Future Brand Reacceleration
The Analyst Price Target for lululemon athletica has been trimmed by $2.72 as analysts weigh CEO transition uncertainty, softer recent sales commentary and slightly lower future P/E assumptions against expectations for steady revenue growth and profit margins. Analyst Commentary Recent Street research around lululemon athletica clusters around two main themes: how much execution risk sits around the new CEO, and how quickly sales trends and margins can support the current valuation after a broad round of price target cuts.
Neues Narrativ • Apr 29
Lululemon Got Boring Right About the Time It Got Cheap. That's Usually the Point
A premium athletic apparel brand earns a 24% return on invested capital. It generates roughly $920 million of free cash flow on $11 billion of revenue.Narrativ-Update • Apr 15
LULU: New Leadership Turbulence And Product Reset Will Drive Bullish Turnaround Outlook
Analysts have collectively reduced their price targets on Lululemon, trimming the implied valuation by calibrating assumptions such as the discount rate and future P/E to reflect sluggish recent sales trends, mixed product demand signals, and uncertainty around the timing and impact of a potential CEO transition. Analyst Commentary Street research on lululemon athletica has clustered around a similar message, with many firms lowering price targets while keeping ratings such as Neutral, Hold, In Line or Buy.Narrativ-Update • Apr 01
LULU: New Leadership And Product Reset Will Support Bullish Turnaround Outlook
The analyst price target for lululemon athletica has been reduced by several firms in recent research, prompting a cut in the modeled fair value from about $208.35 to $183.80, as analysts factor in softer revenue growth, slightly lower profit margins, and a modestly lower future P/E expectation. Analyst Commentary Recent research on Lululemon reflects a clear reset in expectations, with many firms trimming price targets and a few holding a more balanced stance.
Neues Narrativ • Mar 19
Lululemon - A Fundamental and Historical Valuation
Business Overview Key Metrics Total: 4/17 +1 ✅ Projected Operating Margin: 18.84% +0 ⚠️ Projected 5-Year Revenue CAGR: 4.73% +2 ✅✅ Last 5-Year ROIC: 45.98% +1 ✅ Estimated Cost of Capital: 7.18% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -2.51% -1 ❌ Projected 5-Year EPS CAGR: 6.92% (lower than 10%) +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +2 ✅✅ Estimated Debt Rating: Aaa -1 ❌ Morningstar Moat: Narrow -1 ❌ Morningstar Uncertainty: High Business Valuation To calculate the intrinsic value of the company I'll use multiple methods: Discounted Cash Flows (DCF) - Intrinsic value is estimated by projecting its free cash flows over the next 10 years and discounting them to present value using the estimated cost of capital ; EPS Growth - the fair value is estimated by projected the Earnings Per Share CAGR for the next 5 Years and then, given its current and historic values of PE, come up with a PE for the 5th Year. This will give us its price 5 Years from now using the formula: Price = EPS x PE that we then discount using the estimated cost of capital; Historical EV/EBITDA - we assume mean reversion to the historical EV/EBITDA values; Historical P/E - we assume mean reversion to the historical P/E values; Historical P/S - we assume mean reversion to the historical P/S values.
Narrativ-Update • Mar 18
LULU: Leadership Upheaval And Product Execution Will Shape Brand Recovery Prospects
The analyst fair value estimate for lululemon athletica has been adjusted from $160 to $170, as analysts weigh mixed sales trends, margin expectations, product newness, and the potential impact of leadership changes, reflected in a wide range of recent price target revisions across the Street. Analyst Commentary Recent research highlights a split view on lululemon athletica, with several bearish analysts turning more cautious around Q4 and early Q1 trends, product newness, and the timing and impact of any potential CEO transition.
Neues Narrativ • Mar 17
Lululemon Athletica Inc. (LULU): Searching for a Floor After a "Brutal" Valuation Reset
Lululemon (LULU) concluded the March 17, 2026, trading session at $159.27 USD , down approximately 51.3% from its 52-week high of $348.50. This staggering one-year decline reflects a transition from a "hyper-growth" darling to a "value" stock as the company grapples with saturated North American demand and leadership instability.
Neues Narrativ • Mar 14
China Is Growing 46%, The Stock Is Down 47%. Growth and Value Outside the US Market.
The Value Perspective Lululemon is currently trading at 6.8x EV/EBITDA, a 69% discount to its own 10-year median of 22x. To put that in perspective, this multiple is approaching the all-time low of 6.63x the stock has ever seen across its entire public history.Narrativ-Update • Mar 04
LULU: New CEO And Product Reset Will Shape Bullish Turnaround Outlook
Analysts made a slight adjustment to their price target on lululemon athletica, reflecting mixed views as some firms lifted targets into the low $200s while others reduced them toward $200. This balances optimism around new product and sector tailwinds with caution on potential margin risk and operational changes under the new CEO.
Narrativ-Update • Feb 18
LULU: Proxy Fight And CEO Search Will Shape Next Phase
Analysts have inched their fair value estimate for Lululemon slightly lower to $269.46 from $270.63, reflecting a shift toward a higher discount rate and lower future P/E assumptions, even as they factor in updated views on revenue growth and profit margins in light of recent mixed research commentary on leadership changes and sector demand trends. Analyst Commentary Recent Street research on lululemon athletica highlights a mix of optimism on the share price outlook and concern around leadership changes and North American demand, which helps explain the modest trim to the fair value estimate.Narrativ-Update • Feb 03
LULU: Proxy Fight And Leadership Turnover Will Shape Turnaround Outlook
Analysts have lifted their price targets for lululemon athletica, reflected in our fair value estimate moving from about US$190 to about US$208, as they factor in Street research that highlights higher long term revenue growth assumptions, a slightly richer future P/E multiple, and mixed views on leadership changes and demand trends. Analyst Commentary Street research on lululemon athletica currently reflects a split view, with several bullish analysts raising price targets while more cautious voices focus on leadership turnover and North American demand trends.Narrativ-Update • Jan 20
LULU: Leadership Turmoil And NFL Deal Will Pressure Brand And Earnings
Analysts held Lululemon's fair value estimate steady at US$160.00, while modestly adjusting assumptions around revenue growth, profit margins, and future P/E. This reflects mixed views that balance cautious perspectives on North American leadership changes and brand focus with more constructive sector outlooks and modestly higher Street price targets in the US$203 to US$228 range.Narrativ-Update • Jan 06
LULU: Proxy Fight And CEO Transition Will Reset Boardroom Direction
Analysts have trimmed their implied fair value for Lululemon athletica to about $270 from roughly $410, citing softer projected revenue growth, lower profit margin expectations, a slightly higher discount rate, and a reduced future P/E multiple. Analyst Commentary Recent Street research on Lululemon reflects a split view, with several firms flagging execution risks in North America and leadership turnover, while some bullish analysts are still pointing to pockets of opportunity tied to sector trends and brand initiatives.Narrativ-Update • Dec 21
LULU: Leadership Turnover Will Deepen North American Turnaround And Earnings Risks
Analysts have raised their fair value estimate for lululemon athletica to approximately $160 per share from about $117, reflecting slightly higher long term growth expectations. At the same time, they flag mounting leadership uncertainty, strategic brand risks and a more volatile earnings outlook.Analyseartikel • Dec 19
lululemon athletica inc.'s (NASDAQ:LULU) Share Price Boosted 30% But Its Business Prospects Need A Lift Too
The lululemon athletica inc. ( NASDAQ:LULU ) share price has done very well over the last month, posting an excellent...Narrativ-Update • Dec 07
LULU: NFL Partnership And Leadership Turnover Will Shape Brand Trajectory Amid Mixed Outlook
The analyst-derived fair value estimate for lululemon athletica has been trimmed modestly from $193.54 to $190.19 as analysts factor in executive turnover, softer North American trends, and increased uncertainty around growth initiatives and brand positioning. Analyst Commentary Recent Street research has turned more cautious on lululemon, with several firms cutting ratings and price targets as they reassess the balance between the company’s long term brand equity and growing execution risk, particularly in North America.Narrativ-Update • Nov 23
LULU: NFL Partnership Will Drive Renewed Brand Momentum Amid Management Uncertainty
Analysts have slightly reduced their fair value target for lululemon athletica to $193.54 from $194.36, citing heightened management uncertainty, slowing North American growth, and broader sector headwinds. Analyst Commentary Recent street research reveals a significant shift in sentiment around Lululemon athletica, as analysts weigh ongoing management changes, North American demand challenges, and evolving sector trends.Narrativ-Update • Nov 08
LULU: Future NFL Apparel Partnership Will Drive Renewed Brand Momentum
Analysts have lowered their average price target on lululemon athletica by a significant margin. They cite persistent U.S. headwinds, tariff impacts, and increasing uncertainty around the company's growth and earnings visibility in the near term.Narrativ-Update • Oct 25
Renewed Market Caution Will Drive Momentum Shifts Amid Competitive Pressure
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.Narrativ-Update • Oct 11
Product Refresh And Global Expansion Will Empower Future Market Leadership
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.Narrativ-Update • Sep 27
Product Refresh And Global Expansion Will Empower Future Market Leadership
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.Narrativ-Update • Sep 12
Product Refresh And Global Expansion Will Empower Future Market Leadership
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.Analyseartikel • Sep 10
Weekly Picks: 🛢️ The oil giant the market may still be mispricing and 2 more picks
This week’s picks cover: Why the market currently undervalues the durability of Exxon’s cash flows, why National HealthCare’s temporary profit pressure creates an opportunity, and how Lululemon’s pressure from tariffs and consumer sentiment could be overdone.Narrativ-Update • Aug 27
New Product Lines And Store Expansion Will Fuel Global Momentum
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.Analyseartikel • Jul 04
Lacklustre Performance Is Driving lululemon athletica inc.'s (NASDAQ:LULU) 26% Price Drop
lululemon athletica inc. ( NASDAQ:LULU ) shareholders won't be pleased to see that the share price has had a very rough...Analyseartikel • Jun 27
Should You Think About Buying lululemon athletica inc. (NASDAQ:LULU) Now?
lululemon athletica inc. ( NASDAQ:LULU ) received a lot of attention from a substantial price movement on the NASDAQGS...Seeking Alpha • Apr 27
lululemon: Why I'm Aggressively Buying The Q4 Dip? (Rating Upgrade)
Summary I upgrade lululemon to a "buy" as the company sees stabilization in the US market while sustaining momentum in its international markets through robust product innovation and superior guest experience. Despite a 32% stock decline since my last writing, lululemon's Q4 earnings beat estimates, showing strong revenue growth and margin expansion, particularly in international markets. While Tariff-related headwinds and rising inventory pose risks, with the management predicting a slowdown in FY25, easing trade tensions could offer potential upside. According to my valuation, the stock is undervalued at just 10.85 times its projected FY29 EPS, suggesting an upside of at least 37%, making it an attractive investment opportunity. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie lululemon athletica Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 01 Feb 26 | 11,103 | 1,579 | 4,067 | 0 |
| 02 Nov 25 | 11,073 | 1,741 | 4,021 | 0 |
| 03 Aug 25 | 10,904 | 1,786 | 3,943 | 0 |
| 04 May 25 | 10,750 | 1,808 | 3,863 | 0 |
| 02 Feb 25 | 10,588 | 1,815 | 3,762 | 0 |
| 27 Oct 24 | 10,182 | 1,736 | 3,610 | 0 |
| 28 Jul 24 | 9,989 | 1,633 | 3,543 | 0 |
| 28 Apr 24 | 9,827 | 1,581 | 3,489 | 0 |
| 28 Jan 24 | 9,619 | 1,550 | 3,394 | 0 |
| 29 Oct 23 | 9,186 | 1,001 | 3,211 | 0 |
| 30 Jul 23 | 8,839 | 1,007 | 3,052 | 0 |
| 30 Apr 23 | 8,498 | 955 | 2,897 | 0 |
| 29 Jan 23 | 8,111 | 855 | 2,757 | 0 |
| 30 Oct 22 | 7,468 | 1,169 | 2,596 | 0 |
| 31 Jul 22 | 7,061 | 1,102 | 2,457 | 0 |
| 01 May 22 | 6,644 | 1,020 | 2,336 | 0 |
| 30 Jan 22 | 6,257 | 975 | 2,225 | 0 |
| 31 Oct 21 | 5,857 | 871 | 2,128 | 0 |
| 01 Aug 21 | 5,524 | 827 | 1,996 | 0 |
| 02 May 21 | 4,976 | 705 | 1,829 | 0 |
| 31 Jan 21 | 4,402 | 589 | 1,646 | 0 |
| 01 Nov 20 | 4,070 | 557 | 1,495 | 0 |
| 02 Aug 20 | 3,869 | 539 | 1,411 | 0 |
| 03 May 20 | 3,849 | 578 | 1,356 | 0 |
| 02 Feb 20 | 3,979 | 646 | 1,334 | 0 |
| 03 Nov 19 | 3,749 | 566 | 1,283 | 0 |
| 04 Aug 19 | 3,581 | 534 | 1,223 | 0 |
| 05 May 19 | 3,421 | 505 | 1,164 | 0 |
| 03 Feb 19 | 3,288 | 484 | 1,110 | 0 |
| 28 Oct 18 | 3,050 | 385 | 1,034 | 0 |
| 29 Jul 18 | 2,921 | 350 | 982 | 0 |
| 29 Apr 18 | 2,779 | 303 | 947 | 0 |
| 28 Jan 18 | 2,649 | 259 | 912 | 0 |
| 29 Oct 17 | 2,510 | 275 | 874 | 0 |
| 30 Jul 17 | 2,436 | 284 | 846 | 0 |
| 30 Apr 17 | 2,369 | 289 | 807 | 0 |
| 29 Jan 17 | 2,344 | 303 | 770 | 0 |
| 30 Oct 16 | 2,259 | 285 | 743 | 0 |
| 31 Jul 16 | 2,194 | 270 | 709 | 0 |
| 01 May 16 | 2,132 | 264 | 675 | 0 |
| 31 Jan 16 | 2,061 | 266 | 640 | 0 |
| 01 Nov 15 | 1,959 | 259 | 599 | 0 |
| 02 Aug 15 | 1,898 | 267 | 574 | 0 |
Qualität der Erträge: LULU einen hohen Anteil an unbarem Gewinn hat.
Wachsende Gewinnspanne: LULUDie aktuellen Gewinnspannen (14.2%) sind niedriger als im letzten Jahr (17.1%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: LULUIn den letzten 5 Jahren sind die Gewinne von 19.4% jährlich gestiegen.
Beschleunigtes Wachstum: LULUDas Unternehmen hat im vergangenen Jahr ein negatives Gewinnwachstum verzeichnet, so dass es nicht mit seinem 5-Jahres-Durchschnitt verglichen werden kann.
Erträge im Vergleich zur Industrie: LULU hatte im vergangenen Jahr ein negatives Gewinnwachstum (-12.9%), was einen Vergleich mit dem Branchendurchschnitt Luxury (18.9%) erschwert.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: LULUDie Eigenkapitalrendite des Unternehmens (31.8%) wird als hoch angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/22 16:23 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/02/01 |
| Jährliche Einnahmen | 2026/02/01 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
lululemon athletica inc. wird von 58 Analysten beobachtet. 30 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| John Staszak | Argus Research Company |
| Mark Altschwager | Baird |
| Matthew McClintock | Barclays |