lululemon athletica (LULU) Panoramica del titolo
lululemon athletica inc. insieme alle sue consociate, disegna, distribuisce e vende al dettaglio abbigliamento tecnico atletico, calzature e accessori per donne e uomini con il marchio lululemon negli Stati Uniti, in Canada, Messico, Cina continentale, Hong Kong, Taiwan, Macao e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
LULU Community Fair Values
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Analyst Price Targets
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Concorrenti di lululemon athletica inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$125.19 |
| Massimo di 52 settimane | US$340.25 |
| Minimo di 52 settimane | US$116.63 |
| Beta | 0.90 |
| Variazione di 1 mese | -24.95% |
| Variazione a 3 mesi | -31.55% |
| Variazione di 1 anno | -60.58% |
| Variazione a 3 anni | -63.67% |
| Variazione a 5 anni | -62.04% |
| Variazione dall'IPO | 794.21% |
Notizie e aggiornamenti recenti
Recent updates
Aggiornamento della narrazione • 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.Seeking Alpha • May 05
Lululemon - The Stock Is On Sale, Buy It
Summary Lululemon (LULU) remains a premium brand with underestimated growth durability and is currently trading at a significant discount to fair value. I see LULU as a classic turnaround play, with a base case fair value of $125 and a bull case of $265 per share, implying 104% upside. Recent headwinds include CEO transition, US sales stagnation, tariffs impacting margins, and founder-board tensions, but international growth and brand strength persist. With margin normalization and resumed North American growth, LULU could deliver substantial returns over the next two to three years. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.
Nuova narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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.
Aggiornamento della narrazione • 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.
Nuova narrazione • 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.
Nuova narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaRendimenti per gli azionisti
| LULU | US Luxury | US Mercato | |
|---|---|---|---|
| 7D | 3.3% | 3.1% | -0.3% |
| 1Y | -60.6% | -15.1% | 26.7% |
Ritorno vs Industria: LULU ha avuto una performance inferiore rispetto al US Luxury che ha registrato un rendimento -15.1 % nell'ultimo anno.
Rendimento vs Mercato: LULU ha avuto una performance inferiore al mercato US che ha registrato un rendimento 26.7 % nell'ultimo anno.
Volatilità dei prezzi
| LULU volatility | |
|---|---|
| LULU Average Weekly Movement | 6.4% |
| Luxury Industry Average Movement | 6.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: LULU non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di LULU è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1998 | 39,000 | Meghan Frank | corporate.lululemon.com |
lululemon athletica inc., insieme alle sue consociate, progetta, distribuisce e vende al dettaglio abbigliamento tecnico per l'atletica, calzature e accessori per donne e uomini con il marchio lululemon negli Stati Uniti, Canada, Messico, Cina continentale, Hong Kong, Taiwan, Macao e a livello internazionale. L'azienda offre pantaloni, pantaloncini, top e giacche per attività sportive come yoga, corsa, allenamento e altre attività. L'azienda fornisce anche accessori ispirati al fitness.
lululemon athletica inc. Riepilogo dei fondamenti
| LULU statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$13.64b |
| Utili (TTM) | US$1.58b |
| Ricavi(TTM) | US$11.10b |
9.1x
Rapporto P/E1.3x
Rapporto P/SLULU è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| LULU Conto economico (TTM) | |
|---|---|
| Ricavi | US$11.10b |
| Costo del fatturato | US$4.82b |
| Profitto lordo | US$6.28b |
| Altre spese | US$4.70b |
| Utili | US$1.58b |
Ultimi utili riportati
Feb 01, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 13.80 |
| Margine lordo | 56.60% |
| Margine di profitto netto | 14.22% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato LULU nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 12:28 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/02/01 |
| Utili annuali | 2026/02/01 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
lululemon athletica inc. è coperta da 58 analisti. 30 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Staszak | Argus Research Company |
| Mark Altschwager | Baird |
| Stacy Pak | Barclays |