lululemon athletica Resultados de beneficios anteriores
Pasado controles de criterios 3/6
lululemon athletica ha aumentado sus beneficios a una tasa media anual de 16.7%, mientras que los beneficios de la industria de Luxury han experimentado un crecimiento de 1.4% anual. Los ingresos han ido creciendo a una tasa media de 14.8% al año. La rentabilidad financiera de lululemon athletica es de 30.2%, y sus márgenes netos son de 13%.
Información clave
16.69%
Tasa de crecimiento de los beneficios
18.50%
Tasa de crecimiento del BPA
| Crecimiento de la industria Luxury | 12.25% |
| Tasa de crecimiento de los ingresos | 14.76% |
| Rentabilidad financiera | 30.25% |
| Margen neto | 13.03% |
| Última actualización de beneficios | 03 May 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • Jun 05
Lululemon Guided Soft in March and Softer in June. I'm Buying the Second Punch
Six weeks ago I wrote that a premium apparel brand earning enormous returns on capital had been marked down like it owed the crowd money. The stock was $143.Seeking Alpha • Jun 05
lululemon: Moving Targets And Slowing Comps Make Me Nervous (Downgrade)
Summary lululemon athletica inc. faces significant headwinds, with weak Q1 results and a cut to full-year guidance prompting a downgrade to neutral. LULU is attempting a turnaround by focusing on full-price sales, innovation, and accelerated product cycles, mirroring Nike’s playbook. Asia, especially Mainland China, remains a bright spot for LULU, contrasting with flat results from competitors like Nike in the region. Competitive pressures, margin erosion from tariffs, and reliance on markdowns challenge LULU’s recovery despite its now value-oriented valuation. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 03
LULU: CEO Transition And Product Reset Will Drive Brand Recovery Debate
Lululemon athletica's analyst fair value estimate has been cut from $170 to $130 as analysts factor in softer revenue growth and margins, ongoing uncertainty around the incoming CEO, and a broad wave of reduced price targets, despite some finding the valuation tempting and short term risk/reward more balanced. Analyst Commentary Recent research has tilted more cautious on lululemon athletica, with a cluster of price target cuts and Neutral or Hold ratings highlighting execution questions in the U.S., uncertainty around the incoming CEO, and mixed read throughs on product trends and growth expectations.
Actualización de narrativa • 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.Actualización de narrativa • 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.Nueva narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.
Nueva narrativa • 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.Actualización de narrativa • 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.
Nueva narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero lululemon athletica. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 03 May 26 | 11,204 | 1,460 | 4,184 | 0 |
| 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 |
Ingresos de calidad: LULU tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(13%) de LULU son inferiores a los del año pasado (16.8%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de LULU han crecido un 16.7% al año en los últimos 5 años.
Acelerando crecimiento: LULU ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: LULU tuvo un crecimiento negativo de los beneficios (-19.3%) durante el año pasado, lo que dificulta la comparación con la media de la industria Luxury (18.9%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera (30.2%) de LULU se considera alta.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/09 04:20 |
| Precio de las acciones al final del día | 2026/06/09 00:00 |
| Beneficios | 2026/05/03 |
| Ingresos anuales | 2026/02/01 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
lululemon athletica inc. está cubierta por 59 analistas. 31 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| John Staszak | Argus Research Company |
| Mark Altschwager | Baird |
| Stacy Pak | Barclays |