View Valuationlululemon athletica 将来の成長Future 基準チェック /26lululemon athletica利益と収益がそれぞれ年間2.5%と2.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に26% 6%なると予測されています。主要情報2.5%収益成長率5.97%EPS成長率Luxury 収益成長13.6%収益成長率2.9%将来の株主資本利益率26.00%アナリストカバレッジGood最終更新日19 Jun 2026今後の成長に関する最新情報お知らせ • Jun 06lululemon athletica inc. Provides Earnings Guidance for the Second Quarter of 2026lululemon athletica inc. provided earnings guidance for the second quarter of 2026. For the period, the Company expects net revenue to be in the range of $2.450 billion to $2.475 billion, representing a decline of 3% to 2%. Diluted earnings per share are expected to be in the range of $1.76 to $1.81 for the quarter.お知らせ • Jan 13Lululemon Athletica Inc. Updates Earnings Guidance for the Fourth Quarter of Fiscal 2025lululemon athletica inc. updates earnings guidance for the fourth quarter of fiscal 2025. For the quarter, the company expects net revenue and diluted earnings per share for the fourth quarter of fiscal 2025 to be toward the high end of the previously guided ranges of $3.500 billion to $3.585 billion and $4.66 to $4.76, respectively.お知らせ • Sep 05+ 1 more updateLululemon Athletica Inc. Provides Earnings Guidance for the Full Year 2025lululemon athletica inc. provided earnings guidance for the full year 2025. For 2025, the Company now expects net revenue to be in the range of $10.850 billion to $11.000 billion, representing growth of 2% to 4%, or 4% to 6% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $12.77 to $12.97 for the year. This assumes a tax rate of approximately 30%. The guidance for 2025 includes an estimated reduction in gross profit of approximately $240 million, net of currently anticipated mitigation efforts, including vendor savings, and pricing actions, reflecting our current assumptions about higher levels of tariffs on imports into the United States and the removal of the de minimis exemption. Actual results could differ materially from these estimates if tariff rates, sourcing savings, consumer demand, or the timing of regulatory changes vary from our current assumptions, or if our mitigation initiatives are less effective than currently expected.お知らせ • Jun 06lululemon athletica inc. Provides Earnings Guidance for the Second Quarter and Full Year 2025lululemon athletica inc. provided earnings guidance for the second quarter and full year 2025. For the quarter, the company expects net revenue to be in the range of $2.535 billion to $2.560 billion, representing growth of 7% to 8%. Diluted earnings per share are expected to be in the range of $2.85 to $2.90 for the quarter. For the year 2025, the Company continues to expect net revenue to be in the range of $11.150 billion to $11.300 billion, representing growth of 5% to 7%, or 7% to 8% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $14.58 to $14.78 for the year.お知らせ • Mar 28lululemon athletica inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2025lululemon athletica inc. provided earnings guidance for the first quarter and fiscal year 2025. For the quarter, the Company expects net revenue to be in the range of $2.335 billion to $2.355 billion, representing growth of 6% to 7%. Diluted earnings per share are expected to be in the range of $2.53 to $2.58 for the quarter. For the year 2025, the Company expects net revenue to be in the range of $11.150 billion to $11.300 billion, representing growth of 5% to 7%, or 7% to 8% excluding the 53rd week of 2024. Diluted earnings per share are expected to be in the range of $14.95 to $15.15 for the year.お知らせ • Jan 13Lululemon Athletica Inc. Updates Earnings Guidance for the Fourth Quarter of Fiscal 2024Lululemon Athletica Inc. Updated Earnings Guidance for the Fourth Quarter of Fiscal 2024. For the period, the company now expects net revenue will be in the range of $3.560 billion to $3.580 billion against $3.475 billion to $3.510 billion a year ago, representing growth of 11% to 12% against fourth quarter of fiscal 2023, or growth of 6% to 7% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $5.81 to $5.85 for the fourth quarter of fiscal 2024 compared to the Company’s previous guidance range of $5.56 to $5.64.すべての更新を表示Recent updatesお知らせ • Jun 29+ 6 more updateslululemon athletica inc.(NasdaqGS:LULU) dropped from Russell 1000 Defensive Indexlululemon athletica inc.(NasdaqGS:LULU) dropped from Russell 1000 Defensive Indexお知らせ • Jun 06lululemon athletica inc. Provides Earnings Guidance for the Second Quarter of 2026lululemon athletica inc. provided earnings guidance for the second quarter of 2026. For the period, the Company expects net revenue to be in the range of $2.450 billion to $2.475 billion, representing a decline of 3% to 2%. Diluted earnings per share are expected to be in the range of $1.76 to $1.81 for the quarter.Reported Earnings • Jun 05First quarter 2027 earnings released: EPS: US$1.71 (vs US$2.61 in 1Q 2026)First quarter 2027 results: EPS: US$1.71 (down from US$2.61 in 1Q 2026). Revenue: US$2.47b (up 4.3% from 1Q 2026). Net income: US$195.0m (down 38% from 1Q 2026). Profit margin: 7.9% (down from 13% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.お知らせ • May 28Lululemon Athletica Inc. Announces Board Appointments, Effective May 26, 2026On May 26, 2026, lululemon athletica inc. entered into a Cooperation Agreement (the “Cooperation Agreement”) by and between the Company and Dennis J. “Chip” Wilson, Anamered Investments Inc., LIPO Investments (USA) Inc., Wilson 5 Foundation, Wilson 5 Foundation Management Ltd., Five Boys Investments ULC, Shannon Wilson, Low Tide Properties Ltd. and House of Wilson Ltd. (collectively with their affiliates, “Wilson”). Pursuant to the Cooperation Agreement, the Board of Directors of the Company (the “Board”) will (i) appoint Laura Gentile and Marc Maurer to the Board as independent directors, effective immediately following the Company’s 2026 annual meeting of stockholders (the “2026 Annual Meeting”); (ii) increase the size of the Board in connection therewith; and (iii) take all necessary steps to appoint an additional new independent director with apparel product and brand expertise to the Board by October 1, 2026, subject to the approval of Mr. Wilson, not to be unreasonably withheld, conditioned or delayed. Each of Ms. Gentile and Mr. Maurer has signed a conditional letter of resignation, which would become effective upon the earlier of (a) the termination of certain Company obligations to Wilson and (b) the termination of the Cooperation Agreement. In addition, one additional incumbent director will not stand for reelection at the Company’s 2027 annual meeting of stockholders (the “2027 Annual Meeting”).お知らせ • May 22+ 2 more updatesDennis J. Wilson Issues a Press Release Setting Forth his Recent Negotiations with lululemon athleticaOn May 18, 2026, Dennis J. Wilson issued a press release setting forth details of his recent negotiations with lululemon athletica inc. The press release highlighted Dennis J. Wilson’s support for the eight key terms proposed by the Company as part of a potential resolution and outlined his responses to other items in the Company’s proposal, including suggestions to align the proposed framework with customary terms such as replacement rights and expense reimbursement. The press release noted that such customary terms are so common that they have been included in at least 14 of the last 20 settlement agreements entered into by other clients of the Company’s counsel in similar situations. Additionally, the press release expressed Dennis J. Wilson’s willingness to continue a constructive dialogue with the Board to achieve a resolution and his readiness to act in the best interests of all shareholders, whether through a vote at the annual meeting or a constructive resolution with the Company.お知らせ • May 21lululemon athletica inc., Annual General Meeting, Jun 25, 2026lululemon athletica inc., Annual General Meeting, Jun 25, 2026.お知らせ • May 19+ 1 more updateDennis J. Wilson Updates His WebsiteOn May 19, 2026, Dennis J. Wilson announced that he has update his website, CreativityFirstlulu.com., his engagements with lululemon athletica inc., in connection with the 2026 Annual Meeting.Buy Or Sell Opportunity • May 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to €104. The fair value is estimated to be €130, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 3.0% per annum over the same time period.お知らせ • May 13Dennis J. Wilson Issue an Open Letter to the Shareholders of lululemon athleticaOn May 11, 2026, Dennis J. Wilson issued an open letter on May 6, 2026, to the shareholders of lululemon athletica setting forth his views on the characteristics of a successful creative business, which include inspiring the core customer, focusing on technical details when developing products, driving disruption, cultivating a culture that prioritizes experimentation and innovation, and emphasizing creativity at the board level. Wilson’s belief that the Nominees, based on their individual and collective experience in brand development, creative leadership and focused marketing, would bring fresh perspectives to help restore confidence and stop the current pattern of value destruction at the Company, if elected to the Board.お知らせ • May 07+ 1 more updateDennis J. Wilson Filed a Revised Definitive Proxy Statement with lululemon athleticaOn May 1, 2026, Dennis J. Wilson filed a revised definitive proxy statement and accompanying gold proxy card with the SEC to reflect lululemon athletica inc.’s changes to its slate of director nominees for the annual meeting. The Company had provided notice to the Reporting Persons on April 22, 2026, of the Company’s intent to nominate Charles Bergh, Shane Grant, and Teri List for election to the Board at the annual meeting and solicit proxies in support of the election of only those 3 individuals. On April 26, 2026, Shane Grant notified the Board that he will not stand for re-election at the annual meeting, and the Board appointed a new director to take his place.お知らせ • Apr 30Chip Wilson Issues Letter to lululemon ShareholdersOn April 29, 2026, Chip Wilson issued a letter to shareholders of Datadog, Inc., criticizing the company’s Board for its failure to understand and protect the brand’s premium positioning, and he stated that Board's endorsement of brand-eroding choices has led to a 65.9% loss in shareholder value over a less than 2-year period, which impacted the Company’s stock performance among its peers, lagging its peer median on 1- and 3-year total shareholder returns by 19.5% and 63.6% respectively. In addition, Wilson criticizes the Board’s appointment of Heidi O’Neill as CEO, which reflects broken governance and a lack of creative, product-first leadership, and he noted the negative market reaction to her appointment and the long gap before she officially starts, which he says destabilizes the business. Further, Wilson describes unsuccessful settlement discussions with the Board, alleging excessive focus on non-disparagement agreements and escrow demands, and resistance driven by personal animus toward him rather than shareholder interests. Furthermore, Wilson urged the Company shareholders to vote for his director nominees Marc Maurer, Laura Gentile, and Eric Hirshberg, at the 2026 annual meeting of shareholders.お知らせ • Apr 29lululemon athletica inc. Announces Board Changeslululemon athletica inc. announced the appointment of Esi Eggleston Bracey, former Chief Growth & Marketing Officer of Unilever PLC, to its Board of Directors, effective April 28, 2026. Esi Eggleston Bracey most recently served as Chief Growth & Marketing Officer of Unilever PLC, where she led the global transformation of marketing across a portfolio of more than 400 brands. Prior to that role, she served as President, Unilever USA and CEO, Unilever Personal Care, North America, and as Executive Vice President and Chief Operating Officer, North America Beauty and Personal Care. Earlier in her career, Ms. Bracey held senior leadership roles at Coty Inc. and at Procter & Gamble. Ms. Bracey has served on the board of directors of Williams-Sonoma Inc. since 2021 and previously served on the board of Six Flags Entertainment Corporation. She holds a bachelor’s degree in engineering sciences from Dartmouth College. Ms. Bracey will stand for election at lululemon’s 2026 Annual Meeting of Shareholders in lieu of Shane Grant, who has notified the company that he does not intend to stand for re-election at the conclusion of his current term.お知らせ • Apr 24+ 1 more updateLululemon Athletica Inc. Appoints Heidi O’Neill to Board of Directors, Effective September 8, 2026lululemon athletica inc. announced that, following a comprehensive search process, the company’s Board of Directors has unanimously approved the appointment of industry veteran Heidi O’Neill as the company’s next Chief Executive Officer. Ms. O’Neill will start as CEO and join the Board effective September 8, 2026, and will be based in Vancouver. Ms. O’Neill brings more than three decades of experience across performance apparel, footwear, and sport, with a strong track record of driving disruptive change and growth at scale through product innovation, digital transformation, and powerful brand connection. During her career at Nike Inc., she helped grow the company from a $9+ billion business to a $45+ billion global leader. She played a central role in overseeing the company’s product pipeline, brand voice, and operations, as well as in shaping its connection with consumers and athletes worldwide. Earlier in her career, Ms. O’Neill worked in marketing for the Dockers brand at Levi Strauss & Co. She brings additional strategy and leadership perspectives from her service on the Boards of Directors of consumer-facing companies including Spotify Technology, Hyatt Hotels, and Lithia & Driveway. Heidi O’Neill is a seasoned retail executive with more than three decades of industry experience, including over 25 years at Nike Inc. with a focus on product creation and design, brand strategy, marketing, digital commerce, and global market operations. She served most recently as President, Consumer, Product & Brand, where she oversaw the global consumer and product engine. In this role, Ms. O’Neill also reset the brand foundation, reduced product development timelines to accelerate speed to market and prioritized renewed momentum in global Football and Running. She brings deep expertise in performance apparel, sport, and footwear, leading the company’s Men’s, Women’s and Kids consumer sport teams, product innovation and design, merchandising, and brand and sports marketing. As President, Consumer & Marketplace, she led operations across more than 170 countries, including the global commercial organization, and held P&L responsibility. An early digital champion and innovator, Ms. O’Neill was previously responsible for the global direct-to-consumer and digital business, encompassing owned retail stores, e-commerce, mobile applications, membership, and consumer data and analytics. Ms. O’Neill began her career in advertising at Foote, Cone & Belding and as Director of Marketing for the Dockers brand at Levi Strauss & Co. She brings additional strategy and leadership perspectives from her Board service and currently serves on the Boards of Directors of consumer-facing companies including Spotify Technology, Hyatt Hotels, and Lithia & Driveway.お知らせ • Apr 09Dennis J. Wilson Posts Advertisements on Social MediaOn April 7, 2026, Dennis J. Wilson issued advertisements on social media and search engines in connection with lululemon athletica inc.’s annual shareholders meeting.Recent Insider Transactions • Mar 26Insider recently bought €865k worth of stockOn the 20th of March, Charles Bergh bought around 6k shares on-market at roughly €142 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.6m more in shares than they bought in the last 12 months.New Risk • Mar 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 18Full year 2026 earnings released: EPS: US$13.27 (vs US$14.67 in FY 2025)Full year 2026 results: EPS: US$13.27 (down from US$14.67 in FY 2025). Revenue: US$11.1b (up 4.9% from FY 2025). Net income: US$1.58b (down 13% from FY 2025). Profit margin: 14% (down from 17% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Mar 18+ 1 more updateLululemon Athletica Inc. Announces Board Changeslululemon athletica inc. announced the appointment of Chip Bergh, former President and Chief Executive Officer of Levi Strauss & Co., to its Board of Directors, effective immediately as of March 17, 2026. Mr. Bergh will serve as a Class I director with an initial term expiring at the 2026 annual meeting of stockholders (the Annual Meeting). Mr. Bergh will serve on the Corporate Responsibility, Sustainability, and Governance Committee and the People, Culture, and Compensation Committee. With this addition, lululemon has added five new independent directors to the Board in the last five years, reflecting the Board's commitment to ongoing refreshment. Mr. Bergh will stand for election at lululemon's 2026 Annual Meeting of Shareholders in lieu of David Mussafer, who has notified the Company that he does not intend to stand for re-election at the conclusion of his current three-year term. Since first joining the Board in 2005, David has served in numerous roles, including Co-Chairman from 2014 to 2017. Chip Bergh most recently served as President and Chief Executive Officer of Levi Strauss & Co. from 2011 to 2024 and served on its board during that time. Prior to joining Levi Strauss & Co., Mr. Bergh spent 28 years at Procter & Gamble in roles of increasing scope and complexity across brand management, general management, and executive leadership. Mr. Bergh has served on the board of HP Inc. since 2015, where he currently serves as non-executive chair, and also serves on the boards of e.l.f. Beauty Inc. and Pinterest Inc.; he previously served on the board of VF Corporation. Mr. Bergh is a Senior Lecturer of Business Administration at Harvard Business School and holds a bachelor's degree in international affairs from Lafayette College. On March 13, 2026, David Mussafer, a member of the Board, informed the Board that he plans to retire from the Board at the end of his current term and will not stand for reelection at the Annual Meeting. Immediately following the Annual Meeting, the size of the Board will be reduced from 10 to 9 members. Mr. Mussafer currently serves as lead director and chair of the Corporate Responsibility, Sustainability and Governance Committee. Mr. Mussafer's decision to not stand for reelection was not the result of any disagreement with the Company on any matter relating to its operations, policies or practices.Buy Or Sell Opportunity • Mar 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €139. The fair value is estimated to be €176, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 1.8% per annum over the same time period.お知らせ • Mar 05Chip Wilson Launches Website in Campaign for Change at lululemonOn March 5, 2026, Chip Wilson announced that he has launched a campaign website, detailing his view on the quantum of change needed at lululemon athletica inc. and showcases the 3 independent director candidates he's nominated Marc Maurer, Laura Gentile and Eric Hirshberg, for election to the Company's Board of Directors at the Company's 2026 Annual Meeting of Shareholders. In addition, Chip Wilson stated that website launch his latest step in his campaign to unlock value for all Company shareholders, allowing shareholders to engage with his case for change and get to know his independent director nominees, and he believes the Company requires a board to renew focus on creativity, product excellence and a recommitment to the original muse ahead of a new CEO being named, as well as the declassification of its Board.お知らせ • Mar 03+ 1 more updatelululemon athletica inc. to Report Q4, 2026 Results on Mar 17, 2026lululemon athletica inc. announced that they will report Q4, 2026 results on Mar 17, 2026お知らせ • Feb 27Chip Wilson Sends Letter to lululemon ShareholdersOn February 27, 2026, Chip Wilson announced that he has sent a letter to shareholders of lululemon athletica inc., pushing the Company for immediate governance changes and board restructuring, citing a $20 billion loss in shareholder value over 5 years and a disconnect between the board and the company’s creative engine. In addition, Wilson criticized the board for insufficient engagement, rejecting a proposed Brand Product Committee, and potential conflicts of interest, prompting him to nominate 3 independent directors and demand board declassification. Further, Wilson contending that the board has failed to act with necessary urgency, urged the Company shareholders to push for changes to prevent further value destruction and stated that his independent candidates, Marc Maurer, Laura Gentile and Eric Hirshberg, stand ready to serve in the best interest of the Company and its shareholders.お知らせ • Feb 10lululemon Introduces Unrestricted Powerlululemon unveiled Unrestricted Power™?, a new innovation platform engineered for heavy lifts and demanding gym sessions. The assortment, which launches this morning in North America, is backed by thousands of hours of research and development, providing secure support without compromising comfort and mobility, enabling a distraction-free fit built to match every move. The product features a new lululemon proprietary performance fabric called PowerLu™?, which is crafted with the brand's highest filament-count yarn to provide the ideal balance of engineered stretch, unrestricted motion, and stability. The unique dual-action design stretches effortlessly with every rep, providing targeted support for the body while reducing the sensation of riding up, slipping down, or pulling even in the deepest squat position. Unrestricted Power was developed through rigorous wear-testing with lululemon's Ambassador athletes, including strength and performance athlete Kayla Jeter and seven-time Formula 1™? World Champion Lewis Hamilton, who both contributed real-world feedback to the fit, construction and performance during their toughest workouts. The brand's newest train assortment will feature both women's and men's styles including: Unrestricted Power High Rise Tight 25" (W): Secure support with engineered stretch, a no-inseam construction to eliminate pulling in deep squats, raised yoke for enhanced glute support, and a no-dig waistband that stays in place. Unrestricted Power Short 7" Lined (M): Developed from the inside out with a liner designed to provide support while reducing the sensation of riding-up during squats, paired with a durable, four-way stretch outer shell. Unrestricted Power Cropped Long Sleeve (W) & Long Sleeve (M): Lightweight, second-skin tops designed for inhibited movement, featuring ultra-flexible, soft-brushed fabric that wicks sweat, dries quickly, and breathing easily. With the release of Unrestricted Power, lululemon continues to expand their high-performance training assortment designed to fuel every workout, including Wunder Train™?, Glow Up™? and Licence to Train™? collections and Charge feel™? shoes. Unrestricted Power launches February 10 in North America and in EMEA, APAC, and China Mainland later this year.Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Teri List-Stoll was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 23Dennis Wilson Announces his Intention to File Definitive Proxy Statement with Securities and Exchange CommissionOn January 23, 2026, Dennis J. Wilson announced that he intended to file a proxy statement with the U.S. Securities and Exchange Commission to be used to solicit proxies for the election of his slate of director candidates at the 2026 annual meeting of shareholders of lululemon athletica inc., and for the approval of a business proposal to be presented at the 2026 Annual Meeting.お知らせ • Jan 13Lululemon Athletica Inc. Updates Earnings Guidance for the Fourth Quarter of Fiscal 2025lululemon athletica inc. updates earnings guidance for the fourth quarter of fiscal 2025. For the quarter, the company expects net revenue and diluted earnings per share for the fourth quarter of fiscal 2025 to be toward the high end of the previously guided ranges of $3.500 billion to $3.585 billion and $4.66 to $4.76, respectively.Recent Insider Transactions • Dec 21Insider recently sold €2.3m worth of stockOn the 16th of December, Celeste Burgoyne sold around 14k shares on-market at roughly €173 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.4m more than they bought in the last 12 months.New Risk • Dec 19New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €93k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€93k sold).Buy Or Sell Opportunity • Dec 19Now 23% undervaluedOver the last 90 days, the stock has risen 26% to €180. The fair value is estimated to be €233, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are forecast to decline by 0.1% per annum over the same time period.お知らせ • Dec 19Elliott Investment Management Calls for a CEO Change at lululemon athleticaOn December 18, 2025, Elliott Investment Management announced that it has acquired a stake of more than $1 billion dollars in Lululemon Athletica to help the Company recover from financial difficulties. Elliott Investment is advocating for Jane Nielsen, a former Ralph Lauren executive, to be the new CEO following the announcement of current CEO Calvin McDonald's departure.Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €189, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Luxury industry in Europe. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €253 per share.New Risk • Dec 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Dec 14Third quarter 2026 earnings released: EPS: US$2.59 (vs US$2.87 in 3Q 2025)Third quarter 2026 results: EPS: US$2.59 (down from US$2.87 in 3Q 2025). Revenue: US$2.57b (up 7.1% from 3Q 2025). Net income: US$306.8m (down 13% from 3Q 2025). Profit margin: 12% (down from 15% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Dec 12+ 2 more updateslululemon athletica inc. Announces CEO Changes, Effective January 31, 2026lululemon athletica inc. announced that Calvin McDonald plans to step down as Chief Executive Officer, effective January 31, 2026. Mr. McDonald and the Board are working together to facilitate a smooth transition, and he will serve as a senior advisor to the company through March 31, 2026. The Board is conducting a comprehensive search process in partnership with a leading executive search firm to identify the company’s next CEO. In addition, Meghan Frank, Chief Financial Officer, and André Maestrini, Chief Commercial Officer, will serve as interim co-CEOs following Mr. McDonald’s transition. Both interim co-CEOs bring extensive global retail experience and proven track records of driving growth at lululemon, and will support all aspects of the business through the conclusion of the search process. Since joining lululemon in 2018, Mr. McDonald has guided the company through a period of significant growth and innovation. Under his leadership, lululemon has more than tripled its annual revenues, and the company expects to generate $11 billion in annual revenue this fiscal year. He also broadened lululemon’s global reach to over 30 geographies and grew the company’s China Mainland business into its second largest market. Additionally, he expanded lululemon’s product portfolio, meaningfully growing its athletic and lifestyle categories, and formally expanding into new high-demand activities such as tennis and golf. As a result of these achievements, lululemon is well-positioned to continue its global category leadership and create value for shareholders over the long-term. André Maestrini was appointed lululemon’s President and Chief Commercial Officer in 2025. He joined the company in 2021 as Executive Vice President of International. Prior to lululemon, he spent 14 years at adidas in various senior roles around the globe. Meghan Frank has served as lululemon’s Chief Financial Officer since 2020. She joined the company in 2016 as Senior Vice President, Financial Planning and Analysis. Prior to lululemon, she held senior finance and merchandise planning roles at Ross Stores and J. Crew.New Risk • Dec 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.04% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.04% per year for the foreseeable future. High level of non-cash earnings (22% accrual ratio).お知らせ • Nov 26lululemon athletica inc. to Report Q3, 2026 Results on Dec 11, 2025lululemon athletica inc. announced that they will report Q3, 2026 results After-Market on Dec 11, 2025お知らせ • Nov 21Lululemon Athletica Inc. Announces Management Changeslululemon athletica inc. announced that Celeste Burgoyne, President of the Americas and Global Guest Innovation, has decided to leave the company for a new opportunity outside of the industry, effective December 31, 2025. She will remain with lululemon until the end of December 2025 to ensure a smooth transition. Ms. Burgoyne joined lululemon in 2006 and became the company’s first President in 2020. Throughout her tenure, she has assumed roles of increasing responsibility and led the North America business through periods of rapid growth and expansion. In conjunction with this announcement, lululemon has made the decision to consolidate regional leadership across the company and appoint André Maestrini as President and Chief Commercial Officer, effective immediately on November 21, 2025. Mr. Maestrini will continue to report directly to Mr. McDonald. In this newly created role, Mr. Maestrini will provide integrated oversight of all of lululemon’s regions, stores, and digital channels globally. He will also oversee lululemon’s global commercial strategy with a focus on continued market expansion, revenue generation, and accelerating best practice sharing, across all regions including North America. Mr. Maestrini joined lululemon in 2021 as Executive Vice President of International. In his current role, he has overseen lululemon’s operations in EMEA, APAC, and China Mainland, and has helped to more than quadruple lululemon’s international revenues. Before joining lululemon, Mr. Maestrini spent 14 years at adidas in various senior roles across the globe. During this time, he served in a number of General Manager positions where he helped grow the company’s global sports categories and regional markets. Prior to adidas, Mr. Maestrini held marketing roles at The Coca-Cola Company, Danone, and Kraft Jacobs Suchard.Mr. Maestrini holds a master’s degree in Marketing from ESSEC Business School in Paris, France.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €141, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €241 per share.Buy Or Sell Opportunity • Sep 05Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to €144. The fair value is estimated to be €196, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 2.8% per annum over the same time period.お知らせ • Sep 05+ 1 more updateLululemon Athletica Inc. Provides Earnings Guidance for the Full Year 2025lululemon athletica inc. provided earnings guidance for the full year 2025. For 2025, the Company now expects net revenue to be in the range of $10.850 billion to $11.000 billion, representing growth of 2% to 4%, or 4% to 6% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $12.77 to $12.97 for the year. This assumes a tax rate of approximately 30%. The guidance for 2025 includes an estimated reduction in gross profit of approximately $240 million, net of currently anticipated mitigation efforts, including vendor savings, and pricing actions, reflecting our current assumptions about higher levels of tariffs on imports into the United States and the removal of the de minimis exemption. Actual results could differ materially from these estimates if tariff rates, sourcing savings, consumer demand, or the timing of regulatory changes vary from our current assumptions, or if our mitigation initiatives are less effective than currently expected.お知らせ • Aug 26Lululemon Announces Executive Changeslululemon announced that it has appointed Ranju Das as Chief AI & Technology Officer, effective September 2, 2025. In this newly created role, Mr. Das will be responsible for leading the company’s technology organization and driving the development and execution of the next phase of lululemon’s technology and AI strategy. He will report to Chief Executive Officer, Calvin McDonald, and will join the company’s Senior Leadership Team. Mr. Das has over two decades of leadership experience scaling global organizations and driving AI-first innovation in healthcare, financial technology, and consumer technology. He previously held the role of CEO and founder of Swan AI Studios, where he led the development of cutting-edge AI platforms and applications across industries. Before founding Swan AI Studios, Mr. Das served as CEO of OptumLabs, the R&D arm of UnitedHealth Group, where he led transformative AI and data-driven initiatives across healthcare and insurance verticals. Prior to OptumLabs, he spent nearly eight years at Amazon, ultimately serving as General Manager for Amazon AI Services, where he built and scaled some of the company’s key AI offerings. His career also includes 12 years of engineering and leadership roles at Barnes & Noble, as well as co-founding a number of startups. Mr. Das began his career as a software engineer and holds a Bachelor of Science in Civil and Structural Engineering from Annamalai University. lululemon also announced that Chief Information Officer Julie Averill will depart the company in September as part of a planned leadership transition to pursue other opportunities.お知らせ • Aug 21lululemon athletica inc. to Report Q2, 2026 Results on Sep 04, 2025lululemon athletica inc. announced that they will report Q2, 2026 results on Sep 04, 2025お知らせ • Jun 30+ 1 more updatelululemon athletica inc.(NasdaqGS:LULU) dropped from Russell Top 200 Growth Indexlululemon athletica inc.(NasdaqGS:LULU) dropped from Russell Top 200 Growth IndexBoard Change • Jun 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Teri List-Stoll was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €214, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Luxury industry in Europe. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €277 per share.Buy Or Sell Opportunity • Jun 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to €229. The fair value is estimated to be €288, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.Reported Earnings • Jun 06First quarter 2026 earnings released: EPS: US$2.61 (vs US$2.55 in 1Q 2025)First quarter 2026 results: EPS: US$2.61. Revenue: US$2.37b (up 7.3% from 1Q 2025). Net income: US$314.6m (down 2.1% from 1Q 2025). Profit margin: 13% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Luxury industry in Europe.お知らせ • Jun 06lululemon athletica inc. Provides Earnings Guidance for the Second Quarter and Full Year 2025lululemon athletica inc. provided earnings guidance for the second quarter and full year 2025. For the quarter, the company expects net revenue to be in the range of $2.535 billion to $2.560 billion, representing growth of 7% to 8%. Diluted earnings per share are expected to be in the range of $2.85 to $2.90 for the quarter. For the year 2025, the Company continues to expect net revenue to be in the range of $11.150 billion to $11.300 billion, representing growth of 5% to 7%, or 7% to 8% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $14.58 to $14.78 for the year.お知らせ • May 22lululemon athletica inc. to Report Q1, 2026 Results on Jun 05, 2025lululemon athletica inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Jun 05, 2025Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €278, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Luxury industry in Europe. Total loss to shareholders of 4.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €205 per share.Buy Or Sell Opportunity • May 03Now 21% overvaluedOver the last 90 days, the stock has fallen 40% to €241. The fair value is estimated to be €199, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.お知らせ • Apr 30lululemon athletica inc., Annual General Meeting, Jun 11, 2025lululemon athletica inc., Annual General Meeting, Jun 11, 2025.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €227, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Luxury industry in Europe. Total loss to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €310 per share.Buy Or Sell Opportunity • Mar 28Now 11% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to €268. The fair value is estimated to be €303, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.Reported Earnings • Mar 28Full year 2025 earnings released: EPS: US$14.67 (vs US$12.23 in FY 2024)Full year 2025 results: EPS: US$14.67 (up from US$12.23 in FY 2024). Revenue: US$10.6b (up 10% from FY 2024). Net income: US$1.81b (up 17% from FY 2024). Profit margin: 17% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Mar 28lululemon athletica inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2025lululemon athletica inc. provided earnings guidance for the first quarter and fiscal year 2025. For the quarter, the Company expects net revenue to be in the range of $2.335 billion to $2.355 billion, representing growth of 6% to 7%. Diluted earnings per share are expected to be in the range of $2.53 to $2.58 for the quarter. For the year 2025, the Company expects net revenue to be in the range of $11.150 billion to $11.300 billion, representing growth of 5% to 7%, or 7% to 8% excluding the 53rd week of 2024. Diluted earnings per share are expected to be in the range of $14.95 to $15.15 for the year.お知らせ • Mar 13Lululemon Athletica Inc. to Report Q4, 2025 Results on Mar 27, 2025Lululemon Athletica Inc. announced that they will report Q4, 2025 results on Mar 27, 2025お知らせ • Jan 13Lululemon Athletica Inc. Updates Earnings Guidance for the Fourth Quarter of Fiscal 2024Lululemon Athletica Inc. Updated Earnings Guidance for the Fourth Quarter of Fiscal 2024. For the period, the company now expects net revenue will be in the range of $3.560 billion to $3.580 billion against $3.475 billion to $3.510 billion a year ago, representing growth of 11% to 12% against fourth quarter of fiscal 2023, or growth of 6% to 7% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $5.81 to $5.85 for the fourth quarter of fiscal 2024 compared to the Company’s previous guidance range of $5.56 to $5.64.New Risk • Dec 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Dec 06Third quarter 2025 earnings released: EPS: US$2.87 (vs US$1.97 in 3Q 2024)Third quarter 2025 results: EPS: US$2.87 (up from US$1.97 in 3Q 2024). Revenue: US$2.40b (up 8.7% from 3Q 2024). Net income: US$351.9m (up 42% from 3Q 2024). Profit margin: 15% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 06Lululemon Athletica Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024Lululemon Athletica Inc. provided earnings guidance for the fourth quarter and full year 2024. For the quarter, Company expects net revenue to be in the range of $3.475 billion to $3.510 billion, representing growth of 8% to 10%, or 3% to 4% excluding the 53rd week of 2024. Diluted earnings per share are expected to be in the range of $5.56 to $5.64 for the quarter. For 2024, the Company now expects net revenue to be in the range of $10.452 billion to $10.487 billion, representing growth of 9%, or 7% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $14.08 to $14.16 for the year.お知らせ • Nov 21Lululemon Athletica Inc. to Report Q3, 2025 Results on Dec 05, 2024Lululemon Athletica Inc. announced that they will report Q3, 2025 results on Dec 05, 2024Buy Or Sell Opportunity • Sep 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €246. The fair value is estimated to be €311, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.お知らせ • Aug 30+ 1 more updateLululemon Athletica Inc. Provides Earnings Guidance for the Third Quarter and for the Year 2024Lululemon Athletica Inc. provided earnings guidance for the third quarter and for the year 2024. For the quarter, the company expected expects net revenue to be in the range of $2.340 billion to $2.365 billion, representing growth of 6% to 7%. Diluted earnings per share are expected to be in the range of $2.68 to $2.73 for the quarter. For the year, the company expects net revenue to be in the range of $10.375 billion to $10.475 billion, representing growth of 8% to 9%, or 6% to 7% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $13.95 to $14.15 for the year.Reported Earnings • Aug 30Second quarter 2025 earnings released: EPS: US$3.15 (vs US$2.69 in 2Q 2024)Second quarter 2025 results: EPS: US$3.15 (up from US$2.69 in 2Q 2024). Revenue: US$2.37b (up 7.3% from 2Q 2024). Net income: US$392.9m (up 15% from 2Q 2024). Profit margin: 17% (up from 16% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Aug 15Lululemon Athletica Inc. to Report Q2, 2025 Results on Aug 29, 2024Lululemon Athletica Inc. announced that they will report Q2, 2025 results on Aug 29, 2024お知らせ • Aug 09Lululemon Athletica Inc. Files Securities Fraud Lawsuit Against Lululemon Athletica IncLululemon Athletica Inc. announced that it has filed a class action lawsuit in the United States District Court for the Southern District of New York, captioned Patel v. Lululemon Athletica Inc., et al., Case No. 1:24-cv-06033, on behalf of persons and entities that purchased or otherwise acquired Lululemon Athletica Inc. securities between December 7, 2023 and July 24, 2024, inclusive. Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (the "Exchange Act"). Investors are hereby notified that they have 60 days from the date of this notice to move the Court to serve as lead plaintiff in this action. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) that the Company was struggling with inventory allocation issues and color palette execution issues; (2) that, as a result, the Company’s Breezethrough product launch underperformed; (3) that, as a result of the foregoing, the Company was experiencing stagnating sales in the Americas region; and (4) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.Reported Earnings • Jun 07First quarter 2025 earnings released: EPS: US$2.55 (vs US$2.28 in 1Q 2024)First quarter 2025 results: EPS: US$2.55 (up from US$2.28 in 1Q 2024). Revenue: US$2.21b (up 10% from 1Q 2024). Net income: US$321.4m (up 11% from 1Q 2024). Profit margin: 15% (in line with 1Q 2024). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 06Lululemon Athletica Inc. Provides Earnings Guidance for the Second Quarter and for Year 2024Lululemon Athletica Inc. provided earnings guidance for the second quarter and for year 2024. For the quarter, the company expected expects net revenue to be in the range of $2.400 billion to $2.420 billion, representing growth of 9% to 10%. Diluted earnings per share are expected to be in the range of $2.92 to $2.97 for the quarterFor the year, the company expects net revenue to be in the range of $10.700 billion to $10.800 billion, representing growth of 11% to 12%, or 10% to 11% excluding the 53rd week of 2024. It continues to expect operating margin for the year to be approximately 23.3%. Diluted earnings per share are now expected to be in the range of $14.27 to $14.47 for the year.お知らせ • May 23Lululemon Athletica Inc. to Report Q1, 2025 Results on Jun 05, 2024Lululemon Athletica Inc. announced that they will report Q1, 2025 results After-Market on Jun 05, 2024お知らせ • May 22Lululemon Athletica Inc Announces Executive Changeslululemon athletica Inc. announced it is implementing an updated and more integrated organizational structure, in conjunction with the departure of Sun Choe, Chief Product Officer, who has resigned and will leave the company later this month to pursue another opportunity. Effective immediately, Jonathan Cheung, Global Creative Director, will report to CEO Calvin McDonald and will drive the product design and innovation roadmap, continuing to oversee Design, Innovation, and Product Development. Cheung has a successful track record with more than 30 years of experience in senior creative leadership roles at global brands. The company will also create a new team comprised of leaders from its Merchandising and Brand functions to scale its global and regional go-to-market strategies. Nikki Neuburger will become Chief Brand & Product Activation Officer, overseeing Merchandising, Footwear, and Product Operations, in addition to her current responsibilities leading Brand. Elizabeth Binder, Chief Merchandising Officer, will report to Neuburger.Buy Or Sell Opportunity • May 22Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to €299. The fair value is estimated to be €384, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.お知らせ • Apr 28Lululemon Athletica Inc., Annual General Meeting, Jun 06, 2024Lululemon Athletica Inc., Annual General Meeting, Jun 06, 2024, at 08:00 Pacific Standard Time. Agenda: To consider the election of four Class II directors to a three- Year term and approval of the continuation of two Class I directors to serve remainder of term; to Ratification of the selection of Price water house Coopers LLP as our Independent registered public accounting Firm for Fiscal 2024; to Advisory vote to approve the compensation of our named executive officers; to Shareholder proposal regarding a report on The impact of the production and sale of animal-derived ; and to consider other matters if any.お知らせ • Apr 17Lululemon Athletica Inc. Unveils Team Canada Summer Athlete Kit for Paris 2024 Olympic and Paralympic Games in Partnership with the Canadian Olympic Committee and Canadian Paralympic CommitteeLululemon Athletica Inc. announced in partnership with the Canadian Olympic Committee (COC) and Canadian Paralympic Committee (CPC) – revealed its first-ever summer Athlete Kit for Team Canada ahead of the Paris 2024 Olympic and Paralympic Games. With the launch of the Athlete Kit and Retail Collection beginning April 16, lululemon embarks on its second Games in a multi-year partnership with the COC and CPC as Official Outfitter of Team Canada. The Team Canada x lululemon Paris 2024 Athlete Kit blends function and style through innovative construction and performance fabrics, within modern silhouettes and Canadian-inspired prints. During the design process, lululemon led product testing and feedback sessions with 19 Canadian Olympic and Paralympic athletes across 14 different sports to understand their unique needs during the Games. Athletes, coaches, and support staff will wear Team Canada apparel throughout key moments at the Games, including the Opening and Closing Ceremonies, medal ceremonies, media appearances, travel, and daily life in the Athlete Village. Design highlights include: Adaptability: The kit was designed to support more bodies and more abilities, with features including magnetic-close zippers, pull-on loops, and sensory touch guides. The two adaptive styles – the Seated-Fit Carpenter Pant and the Seated-Fit Packable Rain Poncho – are intentionally designed to deliver functionality and comfort in a seated position. Thermal Comfort: To keep athletes comfortable during changing temperatures and conditions, the kit features adjustable styles like the Convertible Pant & Jacket, as well as SenseKnit™ technology and sweat-wicking fabrics to enhance breathability through ventilation. Fit & Function: Products with four-way stretch fabrics, customizable drawcords, and newly engineered pocket shapes and placements help athletes move and personalize styles. National Pride: Prints inspired by the beauty of Canada help athletes celebrate their country and reflect their journey throughout the Games. Fabrics like Jacquard create modern silhouettes that allow athletes to show up in style. In partnership with COC and CPC, lululemon gives back to Canadian athletes through the Future Legacy program, with 10% of sales from all Future Legacy items supporting the Canadian Olympic Foundation and Paralympic Foundation of Canada. Both organizations help Canadian athletes access the resources, equipment, and funding they need to experience the power of sport—from dreams, to podium, and beyond. For Paris 2024, lululemon is expanding the Future Legacy program to include the Team Canada Ball Cap, Scarf, and Mini Belt Bag. Fans can cheer on Team Canada in style, as select items from the Retail Collection launch online in Canada beginning April 16, and in stores in Canada beginning April 17. Additional Team Canada apparel and accessories, for both the Olympic and Paralympic Games, will launch online in the U.S. and in select stores in Paris in the lead-up to Paris 2024.Buy Or Sell Opportunity • Apr 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to €322. The fair value is estimated to be €405, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Recent Insider Transactions • Mar 29Independent Chair of the Board recently bought €1.3m worth of stockOn the 27th of March, Martha A. Morfitt bought around 4k shares on-market at roughly €360 per share. This transaction amounted to 4.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Martha A.'s only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €358, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Luxury industry in Europe. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €386 per share.お知らせ • Mar 22Lululemon Athletica Inc. Provides Earnings Guidance for the First Quarter of 2024 and Full Year of Fiscal 2024Lululemon Athletica Inc. provided earnings guidance for the first quarter of 2024 and full year of fiscal 2024. For the first quarter of 2024, the Company expects net revenue to be in the range of $2.175 billion to $2.200 billion, representing growth of 9% to 10%. Diluted earnings per share are expected to be in the range of $2.35 to $2.40 for the quarter. This assumes a tax rate of 29.0% to 29.5%. For 2024, the Company expects net revenue to be in the range of $10.700 billion to $10.800 billion, representing growth of 11% to 12%, or 10% to 11% excluding the 53rd week of 2024. Diluted earnings per share are expected to be in the range of $14.00 to $14.20 for the year. This assumes a tax rate of approximately 30%.Reported Earnings • Mar 22Full year 2024 earnings released: EPS: US$12.23 (vs US$6.70 in FY 2023)Full year 2024 results: EPS: US$12.23 (up from US$6.70 in FY 2023). Revenue: US$9.62b (up 19% from FY 2023). Net income: US$1.55b (up 81% from FY 2023). Profit margin: 16% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.お知らせ • Mar 19Lululemon Athletica Inc. Appoints Teri List as Board of DirectorsLululemon Athletica Inc. announced the appointment of Teri List to serve on its Board of Directors, effective immediately. Teri’s impressive experience as a business leader and board member for large, global companies will add great value as we continue to grow lululemon around the world, said Martha Morfitt, Chair of the Board. We’re pleased to welcome Teri to the lululemon Board of Directors and grateful to benefit from her extensive knowledge and insights. Ms. List has served as Executive Vice President and Chief Financial Officer at Gap Inc., DICK’S Sporting Goods, and Kraft Food Group, overseeing organizations across finance, accounting, legal, real estate, and information technology. Prior to those roles, Ms. List spent nearly 20 years with Procter & Gamble culminating in the role of SVP and Treasurer, and began her career in public accounting at Deloitte. Ms. List currently serves on the Boards of Microsoft, Visa, and Danaher Corporation. She holds a bachelor’s degree in accounting and an honorary doctorate from Northern Michigan University.お知らせ • Mar 08Lululemon Athletica Inc. to Report Q4, 2024 Results on Mar 21, 2024Lululemon Athletica Inc. announced that they will report Q4, 2024 results on Mar 21, 2024業績と収益の成長予測XTRA:33L - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数1/31/202912,0531,4746372,171121/31/202811,4041,2819781,826301/31/202711,0491,2561,0421,811295/3/202611,2041,4601,2801,936N/A2/1/202611,1031,5799221,602N/A11/2/202511,0731,7411,1281,861N/A8/3/202510,9041,7861,1681,912N/A5/4/202510,7501,8081,3152,026N/A2/2/202510,5881,8151,5832,273N/A10/27/202410,1821,7361,5952,255N/A7/28/20249,9891,6331,6992,345N/A4/28/20249,8271,5811,7332,378N/A1/28/20249,6191,5501,6442,296N/A10/29/20239,1861,0011,3061,958N/A7/30/20238,8391,0079691,634N/A4/30/20238,4989555911,255N/A1/29/20238,111855328966N/A10/30/20227,4681,16992651N/A7/31/20227,0611,102238744N/A5/1/20226,6441,020490932N/A1/30/20226,2579759951,389N/A10/31/20215,8578711,0511,376N/A8/1/20215,5248279741,243N/A5/2/20214,9767058971,139N/A1/31/20214,402589574803N/A11/1/20204,070557420660N/A8/2/20203,869539427679N/A5/3/20203,849578344611N/A2/2/20203,979646N/A669N/A11/3/20193,749566N/A521N/A8/4/20193,581534N/A583N/A5/5/20193,421505N/A644N/A2/3/20193,288484N/A743N/A10/28/20183,050385N/A675N/A7/29/20182,921350N/A597N/A4/29/20182,779303N/A506N/A1/28/20182,649259N/A489N/A10/29/20172,510275N/A419N/A7/30/20172,436284N/A387N/A4/30/20172,369289N/A366N/A1/29/20172,344303N/A386N/A10/30/20162,259285N/A371N/A7/31/20162,194270N/A368N/A5/1/20162,132264N/A318N/A1/31/20162,061266N/A298N/A11/1/20151,959259N/A174N/A8/2/20151,898267N/A223N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 33Lの予測収益成長率 (年間2.5% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 33Lの収益 ( 2.5% ) German市場 ( 17% ) よりも低い成長が予測されています。高成長収益: 33Lの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 33Lの収益 ( 2.9% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: 33Lの収益 ( 2.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 33Lの 自己資本利益率 は、3年後には高くなると予測されています ( 26 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/30 04:41終値2026/06/30 00:00収益2026/05/03年間収益2026/02/01データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋lululemon athletica inc. 30 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。59 アナリスト機関John StaszakArgus Research CompanyMark AltschwagerBairdStacy PakBarclays56 その他のアナリストを表示
お知らせ • Jun 06lululemon athletica inc. Provides Earnings Guidance for the Second Quarter of 2026lululemon athletica inc. provided earnings guidance for the second quarter of 2026. For the period, the Company expects net revenue to be in the range of $2.450 billion to $2.475 billion, representing a decline of 3% to 2%. Diluted earnings per share are expected to be in the range of $1.76 to $1.81 for the quarter.
お知らせ • Jan 13Lululemon Athletica Inc. Updates Earnings Guidance for the Fourth Quarter of Fiscal 2025lululemon athletica inc. updates earnings guidance for the fourth quarter of fiscal 2025. For the quarter, the company expects net revenue and diluted earnings per share for the fourth quarter of fiscal 2025 to be toward the high end of the previously guided ranges of $3.500 billion to $3.585 billion and $4.66 to $4.76, respectively.
お知らせ • Sep 05+ 1 more updateLululemon Athletica Inc. Provides Earnings Guidance for the Full Year 2025lululemon athletica inc. provided earnings guidance for the full year 2025. For 2025, the Company now expects net revenue to be in the range of $10.850 billion to $11.000 billion, representing growth of 2% to 4%, or 4% to 6% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $12.77 to $12.97 for the year. This assumes a tax rate of approximately 30%. The guidance for 2025 includes an estimated reduction in gross profit of approximately $240 million, net of currently anticipated mitigation efforts, including vendor savings, and pricing actions, reflecting our current assumptions about higher levels of tariffs on imports into the United States and the removal of the de minimis exemption. Actual results could differ materially from these estimates if tariff rates, sourcing savings, consumer demand, or the timing of regulatory changes vary from our current assumptions, or if our mitigation initiatives are less effective than currently expected.
お知らせ • Jun 06lululemon athletica inc. Provides Earnings Guidance for the Second Quarter and Full Year 2025lululemon athletica inc. provided earnings guidance for the second quarter and full year 2025. For the quarter, the company expects net revenue to be in the range of $2.535 billion to $2.560 billion, representing growth of 7% to 8%. Diluted earnings per share are expected to be in the range of $2.85 to $2.90 for the quarter. For the year 2025, the Company continues to expect net revenue to be in the range of $11.150 billion to $11.300 billion, representing growth of 5% to 7%, or 7% to 8% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $14.58 to $14.78 for the year.
お知らせ • Mar 28lululemon athletica inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2025lululemon athletica inc. provided earnings guidance for the first quarter and fiscal year 2025. For the quarter, the Company expects net revenue to be in the range of $2.335 billion to $2.355 billion, representing growth of 6% to 7%. Diluted earnings per share are expected to be in the range of $2.53 to $2.58 for the quarter. For the year 2025, the Company expects net revenue to be in the range of $11.150 billion to $11.300 billion, representing growth of 5% to 7%, or 7% to 8% excluding the 53rd week of 2024. Diluted earnings per share are expected to be in the range of $14.95 to $15.15 for the year.
お知らせ • Jan 13Lululemon Athletica Inc. Updates Earnings Guidance for the Fourth Quarter of Fiscal 2024Lululemon Athletica Inc. Updated Earnings Guidance for the Fourth Quarter of Fiscal 2024. For the period, the company now expects net revenue will be in the range of $3.560 billion to $3.580 billion against $3.475 billion to $3.510 billion a year ago, representing growth of 11% to 12% against fourth quarter of fiscal 2023, or growth of 6% to 7% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $5.81 to $5.85 for the fourth quarter of fiscal 2024 compared to the Company’s previous guidance range of $5.56 to $5.64.
お知らせ • Jun 29+ 6 more updateslululemon athletica inc.(NasdaqGS:LULU) dropped from Russell 1000 Defensive Indexlululemon athletica inc.(NasdaqGS:LULU) dropped from Russell 1000 Defensive Index
お知らせ • Jun 06lululemon athletica inc. Provides Earnings Guidance for the Second Quarter of 2026lululemon athletica inc. provided earnings guidance for the second quarter of 2026. For the period, the Company expects net revenue to be in the range of $2.450 billion to $2.475 billion, representing a decline of 3% to 2%. Diluted earnings per share are expected to be in the range of $1.76 to $1.81 for the quarter.
Reported Earnings • Jun 05First quarter 2027 earnings released: EPS: US$1.71 (vs US$2.61 in 1Q 2026)First quarter 2027 results: EPS: US$1.71 (down from US$2.61 in 1Q 2026). Revenue: US$2.47b (up 4.3% from 1Q 2026). Net income: US$195.0m (down 38% from 1Q 2026). Profit margin: 7.9% (down from 13% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
お知らせ • May 28Lululemon Athletica Inc. Announces Board Appointments, Effective May 26, 2026On May 26, 2026, lululemon athletica inc. entered into a Cooperation Agreement (the “Cooperation Agreement”) by and between the Company and Dennis J. “Chip” Wilson, Anamered Investments Inc., LIPO Investments (USA) Inc., Wilson 5 Foundation, Wilson 5 Foundation Management Ltd., Five Boys Investments ULC, Shannon Wilson, Low Tide Properties Ltd. and House of Wilson Ltd. (collectively with their affiliates, “Wilson”). Pursuant to the Cooperation Agreement, the Board of Directors of the Company (the “Board”) will (i) appoint Laura Gentile and Marc Maurer to the Board as independent directors, effective immediately following the Company’s 2026 annual meeting of stockholders (the “2026 Annual Meeting”); (ii) increase the size of the Board in connection therewith; and (iii) take all necessary steps to appoint an additional new independent director with apparel product and brand expertise to the Board by October 1, 2026, subject to the approval of Mr. Wilson, not to be unreasonably withheld, conditioned or delayed. Each of Ms. Gentile and Mr. Maurer has signed a conditional letter of resignation, which would become effective upon the earlier of (a) the termination of certain Company obligations to Wilson and (b) the termination of the Cooperation Agreement. In addition, one additional incumbent director will not stand for reelection at the Company’s 2027 annual meeting of stockholders (the “2027 Annual Meeting”).
お知らせ • May 22+ 2 more updatesDennis J. Wilson Issues a Press Release Setting Forth his Recent Negotiations with lululemon athleticaOn May 18, 2026, Dennis J. Wilson issued a press release setting forth details of his recent negotiations with lululemon athletica inc. The press release highlighted Dennis J. Wilson’s support for the eight key terms proposed by the Company as part of a potential resolution and outlined his responses to other items in the Company’s proposal, including suggestions to align the proposed framework with customary terms such as replacement rights and expense reimbursement. The press release noted that such customary terms are so common that they have been included in at least 14 of the last 20 settlement agreements entered into by other clients of the Company’s counsel in similar situations. Additionally, the press release expressed Dennis J. Wilson’s willingness to continue a constructive dialogue with the Board to achieve a resolution and his readiness to act in the best interests of all shareholders, whether through a vote at the annual meeting or a constructive resolution with the Company.
お知らせ • May 21lululemon athletica inc., Annual General Meeting, Jun 25, 2026lululemon athletica inc., Annual General Meeting, Jun 25, 2026.
お知らせ • May 19+ 1 more updateDennis J. Wilson Updates His WebsiteOn May 19, 2026, Dennis J. Wilson announced that he has update his website, CreativityFirstlulu.com., his engagements with lululemon athletica inc., in connection with the 2026 Annual Meeting.
Buy Or Sell Opportunity • May 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to €104. The fair value is estimated to be €130, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 3.0% per annum over the same time period.
お知らせ • May 13Dennis J. Wilson Issue an Open Letter to the Shareholders of lululemon athleticaOn May 11, 2026, Dennis J. Wilson issued an open letter on May 6, 2026, to the shareholders of lululemon athletica setting forth his views on the characteristics of a successful creative business, which include inspiring the core customer, focusing on technical details when developing products, driving disruption, cultivating a culture that prioritizes experimentation and innovation, and emphasizing creativity at the board level. Wilson’s belief that the Nominees, based on their individual and collective experience in brand development, creative leadership and focused marketing, would bring fresh perspectives to help restore confidence and stop the current pattern of value destruction at the Company, if elected to the Board.
お知らせ • May 07+ 1 more updateDennis J. Wilson Filed a Revised Definitive Proxy Statement with lululemon athleticaOn May 1, 2026, Dennis J. Wilson filed a revised definitive proxy statement and accompanying gold proxy card with the SEC to reflect lululemon athletica inc.’s changes to its slate of director nominees for the annual meeting. The Company had provided notice to the Reporting Persons on April 22, 2026, of the Company’s intent to nominate Charles Bergh, Shane Grant, and Teri List for election to the Board at the annual meeting and solicit proxies in support of the election of only those 3 individuals. On April 26, 2026, Shane Grant notified the Board that he will not stand for re-election at the annual meeting, and the Board appointed a new director to take his place.
お知らせ • Apr 30Chip Wilson Issues Letter to lululemon ShareholdersOn April 29, 2026, Chip Wilson issued a letter to shareholders of Datadog, Inc., criticizing the company’s Board for its failure to understand and protect the brand’s premium positioning, and he stated that Board's endorsement of brand-eroding choices has led to a 65.9% loss in shareholder value over a less than 2-year period, which impacted the Company’s stock performance among its peers, lagging its peer median on 1- and 3-year total shareholder returns by 19.5% and 63.6% respectively. In addition, Wilson criticizes the Board’s appointment of Heidi O’Neill as CEO, which reflects broken governance and a lack of creative, product-first leadership, and he noted the negative market reaction to her appointment and the long gap before she officially starts, which he says destabilizes the business. Further, Wilson describes unsuccessful settlement discussions with the Board, alleging excessive focus on non-disparagement agreements and escrow demands, and resistance driven by personal animus toward him rather than shareholder interests. Furthermore, Wilson urged the Company shareholders to vote for his director nominees Marc Maurer, Laura Gentile, and Eric Hirshberg, at the 2026 annual meeting of shareholders.
お知らせ • Apr 29lululemon athletica inc. Announces Board Changeslululemon athletica inc. announced the appointment of Esi Eggleston Bracey, former Chief Growth & Marketing Officer of Unilever PLC, to its Board of Directors, effective April 28, 2026. Esi Eggleston Bracey most recently served as Chief Growth & Marketing Officer of Unilever PLC, where she led the global transformation of marketing across a portfolio of more than 400 brands. Prior to that role, she served as President, Unilever USA and CEO, Unilever Personal Care, North America, and as Executive Vice President and Chief Operating Officer, North America Beauty and Personal Care. Earlier in her career, Ms. Bracey held senior leadership roles at Coty Inc. and at Procter & Gamble. Ms. Bracey has served on the board of directors of Williams-Sonoma Inc. since 2021 and previously served on the board of Six Flags Entertainment Corporation. She holds a bachelor’s degree in engineering sciences from Dartmouth College. Ms. Bracey will stand for election at lululemon’s 2026 Annual Meeting of Shareholders in lieu of Shane Grant, who has notified the company that he does not intend to stand for re-election at the conclusion of his current term.
お知らせ • Apr 24+ 1 more updateLululemon Athletica Inc. Appoints Heidi O’Neill to Board of Directors, Effective September 8, 2026lululemon athletica inc. announced that, following a comprehensive search process, the company’s Board of Directors has unanimously approved the appointment of industry veteran Heidi O’Neill as the company’s next Chief Executive Officer. Ms. O’Neill will start as CEO and join the Board effective September 8, 2026, and will be based in Vancouver. Ms. O’Neill brings more than three decades of experience across performance apparel, footwear, and sport, with a strong track record of driving disruptive change and growth at scale through product innovation, digital transformation, and powerful brand connection. During her career at Nike Inc., she helped grow the company from a $9+ billion business to a $45+ billion global leader. She played a central role in overseeing the company’s product pipeline, brand voice, and operations, as well as in shaping its connection with consumers and athletes worldwide. Earlier in her career, Ms. O’Neill worked in marketing for the Dockers brand at Levi Strauss & Co. She brings additional strategy and leadership perspectives from her service on the Boards of Directors of consumer-facing companies including Spotify Technology, Hyatt Hotels, and Lithia & Driveway. Heidi O’Neill is a seasoned retail executive with more than three decades of industry experience, including over 25 years at Nike Inc. with a focus on product creation and design, brand strategy, marketing, digital commerce, and global market operations. She served most recently as President, Consumer, Product & Brand, where she oversaw the global consumer and product engine. In this role, Ms. O’Neill also reset the brand foundation, reduced product development timelines to accelerate speed to market and prioritized renewed momentum in global Football and Running. She brings deep expertise in performance apparel, sport, and footwear, leading the company’s Men’s, Women’s and Kids consumer sport teams, product innovation and design, merchandising, and brand and sports marketing. As President, Consumer & Marketplace, she led operations across more than 170 countries, including the global commercial organization, and held P&L responsibility. An early digital champion and innovator, Ms. O’Neill was previously responsible for the global direct-to-consumer and digital business, encompassing owned retail stores, e-commerce, mobile applications, membership, and consumer data and analytics. Ms. O’Neill began her career in advertising at Foote, Cone & Belding and as Director of Marketing for the Dockers brand at Levi Strauss & Co. She brings additional strategy and leadership perspectives from her Board service and currently serves on the Boards of Directors of consumer-facing companies including Spotify Technology, Hyatt Hotels, and Lithia & Driveway.
お知らせ • Apr 09Dennis J. Wilson Posts Advertisements on Social MediaOn April 7, 2026, Dennis J. Wilson issued advertisements on social media and search engines in connection with lululemon athletica inc.’s annual shareholders meeting.
Recent Insider Transactions • Mar 26Insider recently bought €865k worth of stockOn the 20th of March, Charles Bergh bought around 6k shares on-market at roughly €142 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.6m more in shares than they bought in the last 12 months.
New Risk • Mar 18New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 18Full year 2026 earnings released: EPS: US$13.27 (vs US$14.67 in FY 2025)Full year 2026 results: EPS: US$13.27 (down from US$14.67 in FY 2025). Revenue: US$11.1b (up 4.9% from FY 2025). Net income: US$1.58b (down 13% from FY 2025). Profit margin: 14% (down from 17% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Mar 18+ 1 more updateLululemon Athletica Inc. Announces Board Changeslululemon athletica inc. announced the appointment of Chip Bergh, former President and Chief Executive Officer of Levi Strauss & Co., to its Board of Directors, effective immediately as of March 17, 2026. Mr. Bergh will serve as a Class I director with an initial term expiring at the 2026 annual meeting of stockholders (the Annual Meeting). Mr. Bergh will serve on the Corporate Responsibility, Sustainability, and Governance Committee and the People, Culture, and Compensation Committee. With this addition, lululemon has added five new independent directors to the Board in the last five years, reflecting the Board's commitment to ongoing refreshment. Mr. Bergh will stand for election at lululemon's 2026 Annual Meeting of Shareholders in lieu of David Mussafer, who has notified the Company that he does not intend to stand for re-election at the conclusion of his current three-year term. Since first joining the Board in 2005, David has served in numerous roles, including Co-Chairman from 2014 to 2017. Chip Bergh most recently served as President and Chief Executive Officer of Levi Strauss & Co. from 2011 to 2024 and served on its board during that time. Prior to joining Levi Strauss & Co., Mr. Bergh spent 28 years at Procter & Gamble in roles of increasing scope and complexity across brand management, general management, and executive leadership. Mr. Bergh has served on the board of HP Inc. since 2015, where he currently serves as non-executive chair, and also serves on the boards of e.l.f. Beauty Inc. and Pinterest Inc.; he previously served on the board of VF Corporation. Mr. Bergh is a Senior Lecturer of Business Administration at Harvard Business School and holds a bachelor's degree in international affairs from Lafayette College. On March 13, 2026, David Mussafer, a member of the Board, informed the Board that he plans to retire from the Board at the end of his current term and will not stand for reelection at the Annual Meeting. Immediately following the Annual Meeting, the size of the Board will be reduced from 10 to 9 members. Mr. Mussafer currently serves as lead director and chair of the Corporate Responsibility, Sustainability and Governance Committee. Mr. Mussafer's decision to not stand for reelection was not the result of any disagreement with the Company on any matter relating to its operations, policies or practices.
Buy Or Sell Opportunity • Mar 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €139. The fair value is estimated to be €176, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 1.8% per annum over the same time period.
お知らせ • Mar 05Chip Wilson Launches Website in Campaign for Change at lululemonOn March 5, 2026, Chip Wilson announced that he has launched a campaign website, detailing his view on the quantum of change needed at lululemon athletica inc. and showcases the 3 independent director candidates he's nominated Marc Maurer, Laura Gentile and Eric Hirshberg, for election to the Company's Board of Directors at the Company's 2026 Annual Meeting of Shareholders. In addition, Chip Wilson stated that website launch his latest step in his campaign to unlock value for all Company shareholders, allowing shareholders to engage with his case for change and get to know his independent director nominees, and he believes the Company requires a board to renew focus on creativity, product excellence and a recommitment to the original muse ahead of a new CEO being named, as well as the declassification of its Board.
お知らせ • Mar 03+ 1 more updatelululemon athletica inc. to Report Q4, 2026 Results on Mar 17, 2026lululemon athletica inc. announced that they will report Q4, 2026 results on Mar 17, 2026
お知らせ • Feb 27Chip Wilson Sends Letter to lululemon ShareholdersOn February 27, 2026, Chip Wilson announced that he has sent a letter to shareholders of lululemon athletica inc., pushing the Company for immediate governance changes and board restructuring, citing a $20 billion loss in shareholder value over 5 years and a disconnect between the board and the company’s creative engine. In addition, Wilson criticized the board for insufficient engagement, rejecting a proposed Brand Product Committee, and potential conflicts of interest, prompting him to nominate 3 independent directors and demand board declassification. Further, Wilson contending that the board has failed to act with necessary urgency, urged the Company shareholders to push for changes to prevent further value destruction and stated that his independent candidates, Marc Maurer, Laura Gentile and Eric Hirshberg, stand ready to serve in the best interest of the Company and its shareholders.
お知らせ • Feb 10lululemon Introduces Unrestricted Powerlululemon unveiled Unrestricted Power™?, a new innovation platform engineered for heavy lifts and demanding gym sessions. The assortment, which launches this morning in North America, is backed by thousands of hours of research and development, providing secure support without compromising comfort and mobility, enabling a distraction-free fit built to match every move. The product features a new lululemon proprietary performance fabric called PowerLu™?, which is crafted with the brand's highest filament-count yarn to provide the ideal balance of engineered stretch, unrestricted motion, and stability. The unique dual-action design stretches effortlessly with every rep, providing targeted support for the body while reducing the sensation of riding up, slipping down, or pulling even in the deepest squat position. Unrestricted Power was developed through rigorous wear-testing with lululemon's Ambassador athletes, including strength and performance athlete Kayla Jeter and seven-time Formula 1™? World Champion Lewis Hamilton, who both contributed real-world feedback to the fit, construction and performance during their toughest workouts. The brand's newest train assortment will feature both women's and men's styles including: Unrestricted Power High Rise Tight 25" (W): Secure support with engineered stretch, a no-inseam construction to eliminate pulling in deep squats, raised yoke for enhanced glute support, and a no-dig waistband that stays in place. Unrestricted Power Short 7" Lined (M): Developed from the inside out with a liner designed to provide support while reducing the sensation of riding-up during squats, paired with a durable, four-way stretch outer shell. Unrestricted Power Cropped Long Sleeve (W) & Long Sleeve (M): Lightweight, second-skin tops designed for inhibited movement, featuring ultra-flexible, soft-brushed fabric that wicks sweat, dries quickly, and breathing easily. With the release of Unrestricted Power, lululemon continues to expand their high-performance training assortment designed to fuel every workout, including Wunder Train™?, Glow Up™? and Licence to Train™? collections and Charge feel™? shoes. Unrestricted Power launches February 10 in North America and in EMEA, APAC, and China Mainland later this year.
Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Teri List-Stoll was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 23Dennis Wilson Announces his Intention to File Definitive Proxy Statement with Securities and Exchange CommissionOn January 23, 2026, Dennis J. Wilson announced that he intended to file a proxy statement with the U.S. Securities and Exchange Commission to be used to solicit proxies for the election of his slate of director candidates at the 2026 annual meeting of shareholders of lululemon athletica inc., and for the approval of a business proposal to be presented at the 2026 Annual Meeting.
お知らせ • Jan 13Lululemon Athletica Inc. Updates Earnings Guidance for the Fourth Quarter of Fiscal 2025lululemon athletica inc. updates earnings guidance for the fourth quarter of fiscal 2025. For the quarter, the company expects net revenue and diluted earnings per share for the fourth quarter of fiscal 2025 to be toward the high end of the previously guided ranges of $3.500 billion to $3.585 billion and $4.66 to $4.76, respectively.
Recent Insider Transactions • Dec 21Insider recently sold €2.3m worth of stockOn the 16th of December, Celeste Burgoyne sold around 14k shares on-market at roughly €173 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.4m more than they bought in the last 12 months.
New Risk • Dec 19New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €93k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€93k sold).
Buy Or Sell Opportunity • Dec 19Now 23% undervaluedOver the last 90 days, the stock has risen 26% to €180. The fair value is estimated to be €233, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are forecast to decline by 0.1% per annum over the same time period.
お知らせ • Dec 19Elliott Investment Management Calls for a CEO Change at lululemon athleticaOn December 18, 2025, Elliott Investment Management announced that it has acquired a stake of more than $1 billion dollars in Lululemon Athletica to help the Company recover from financial difficulties. Elliott Investment is advocating for Jane Nielsen, a former Ralph Lauren executive, to be the new CEO following the announcement of current CEO Calvin McDonald's departure.
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €189, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Luxury industry in Europe. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €253 per share.
New Risk • Dec 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Dec 14Third quarter 2026 earnings released: EPS: US$2.59 (vs US$2.87 in 3Q 2025)Third quarter 2026 results: EPS: US$2.59 (down from US$2.87 in 3Q 2025). Revenue: US$2.57b (up 7.1% from 3Q 2025). Net income: US$306.8m (down 13% from 3Q 2025). Profit margin: 12% (down from 15% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Dec 12+ 2 more updateslululemon athletica inc. Announces CEO Changes, Effective January 31, 2026lululemon athletica inc. announced that Calvin McDonald plans to step down as Chief Executive Officer, effective January 31, 2026. Mr. McDonald and the Board are working together to facilitate a smooth transition, and he will serve as a senior advisor to the company through March 31, 2026. The Board is conducting a comprehensive search process in partnership with a leading executive search firm to identify the company’s next CEO. In addition, Meghan Frank, Chief Financial Officer, and André Maestrini, Chief Commercial Officer, will serve as interim co-CEOs following Mr. McDonald’s transition. Both interim co-CEOs bring extensive global retail experience and proven track records of driving growth at lululemon, and will support all aspects of the business through the conclusion of the search process. Since joining lululemon in 2018, Mr. McDonald has guided the company through a period of significant growth and innovation. Under his leadership, lululemon has more than tripled its annual revenues, and the company expects to generate $11 billion in annual revenue this fiscal year. He also broadened lululemon’s global reach to over 30 geographies and grew the company’s China Mainland business into its second largest market. Additionally, he expanded lululemon’s product portfolio, meaningfully growing its athletic and lifestyle categories, and formally expanding into new high-demand activities such as tennis and golf. As a result of these achievements, lululemon is well-positioned to continue its global category leadership and create value for shareholders over the long-term. André Maestrini was appointed lululemon’s President and Chief Commercial Officer in 2025. He joined the company in 2021 as Executive Vice President of International. Prior to lululemon, he spent 14 years at adidas in various senior roles around the globe. Meghan Frank has served as lululemon’s Chief Financial Officer since 2020. She joined the company in 2016 as Senior Vice President, Financial Planning and Analysis. Prior to lululemon, she held senior finance and merchandise planning roles at Ross Stores and J. Crew.
New Risk • Dec 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.04% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.04% per year for the foreseeable future. High level of non-cash earnings (22% accrual ratio).
お知らせ • Nov 26lululemon athletica inc. to Report Q3, 2026 Results on Dec 11, 2025lululemon athletica inc. announced that they will report Q3, 2026 results After-Market on Dec 11, 2025
お知らせ • Nov 21Lululemon Athletica Inc. Announces Management Changeslululemon athletica inc. announced that Celeste Burgoyne, President of the Americas and Global Guest Innovation, has decided to leave the company for a new opportunity outside of the industry, effective December 31, 2025. She will remain with lululemon until the end of December 2025 to ensure a smooth transition. Ms. Burgoyne joined lululemon in 2006 and became the company’s first President in 2020. Throughout her tenure, she has assumed roles of increasing responsibility and led the North America business through periods of rapid growth and expansion. In conjunction with this announcement, lululemon has made the decision to consolidate regional leadership across the company and appoint André Maestrini as President and Chief Commercial Officer, effective immediately on November 21, 2025. Mr. Maestrini will continue to report directly to Mr. McDonald. In this newly created role, Mr. Maestrini will provide integrated oversight of all of lululemon’s regions, stores, and digital channels globally. He will also oversee lululemon’s global commercial strategy with a focus on continued market expansion, revenue generation, and accelerating best practice sharing, across all regions including North America. Mr. Maestrini joined lululemon in 2021 as Executive Vice President of International. In his current role, he has overseen lululemon’s operations in EMEA, APAC, and China Mainland, and has helped to more than quadruple lululemon’s international revenues. Before joining lululemon, Mr. Maestrini spent 14 years at adidas in various senior roles across the globe. During this time, he served in a number of General Manager positions where he helped grow the company’s global sports categories and regional markets. Prior to adidas, Mr. Maestrini held marketing roles at The Coca-Cola Company, Danone, and Kraft Jacobs Suchard.Mr. Maestrini holds a master’s degree in Marketing from ESSEC Business School in Paris, France.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €141, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €241 per share.
Buy Or Sell Opportunity • Sep 05Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to €144. The fair value is estimated to be €196, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 2.8% per annum over the same time period.
お知らせ • Sep 05+ 1 more updateLululemon Athletica Inc. Provides Earnings Guidance for the Full Year 2025lululemon athletica inc. provided earnings guidance for the full year 2025. For 2025, the Company now expects net revenue to be in the range of $10.850 billion to $11.000 billion, representing growth of 2% to 4%, or 4% to 6% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $12.77 to $12.97 for the year. This assumes a tax rate of approximately 30%. The guidance for 2025 includes an estimated reduction in gross profit of approximately $240 million, net of currently anticipated mitigation efforts, including vendor savings, and pricing actions, reflecting our current assumptions about higher levels of tariffs on imports into the United States and the removal of the de minimis exemption. Actual results could differ materially from these estimates if tariff rates, sourcing savings, consumer demand, or the timing of regulatory changes vary from our current assumptions, or if our mitigation initiatives are less effective than currently expected.
お知らせ • Aug 26Lululemon Announces Executive Changeslululemon announced that it has appointed Ranju Das as Chief AI & Technology Officer, effective September 2, 2025. In this newly created role, Mr. Das will be responsible for leading the company’s technology organization and driving the development and execution of the next phase of lululemon’s technology and AI strategy. He will report to Chief Executive Officer, Calvin McDonald, and will join the company’s Senior Leadership Team. Mr. Das has over two decades of leadership experience scaling global organizations and driving AI-first innovation in healthcare, financial technology, and consumer technology. He previously held the role of CEO and founder of Swan AI Studios, where he led the development of cutting-edge AI platforms and applications across industries. Before founding Swan AI Studios, Mr. Das served as CEO of OptumLabs, the R&D arm of UnitedHealth Group, where he led transformative AI and data-driven initiatives across healthcare and insurance verticals. Prior to OptumLabs, he spent nearly eight years at Amazon, ultimately serving as General Manager for Amazon AI Services, where he built and scaled some of the company’s key AI offerings. His career also includes 12 years of engineering and leadership roles at Barnes & Noble, as well as co-founding a number of startups. Mr. Das began his career as a software engineer and holds a Bachelor of Science in Civil and Structural Engineering from Annamalai University. lululemon also announced that Chief Information Officer Julie Averill will depart the company in September as part of a planned leadership transition to pursue other opportunities.
お知らせ • Aug 21lululemon athletica inc. to Report Q2, 2026 Results on Sep 04, 2025lululemon athletica inc. announced that they will report Q2, 2026 results on Sep 04, 2025
お知らせ • Jun 30+ 1 more updatelululemon athletica inc.(NasdaqGS:LULU) dropped from Russell Top 200 Growth Indexlululemon athletica inc.(NasdaqGS:LULU) dropped from Russell Top 200 Growth Index
Board Change • Jun 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Teri List-Stoll was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €214, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Luxury industry in Europe. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €277 per share.
Buy Or Sell Opportunity • Jun 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to €229. The fair value is estimated to be €288, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.
Reported Earnings • Jun 06First quarter 2026 earnings released: EPS: US$2.61 (vs US$2.55 in 1Q 2025)First quarter 2026 results: EPS: US$2.61. Revenue: US$2.37b (up 7.3% from 1Q 2025). Net income: US$314.6m (down 2.1% from 1Q 2025). Profit margin: 13% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Luxury industry in Europe.
お知らせ • Jun 06lululemon athletica inc. Provides Earnings Guidance for the Second Quarter and Full Year 2025lululemon athletica inc. provided earnings guidance for the second quarter and full year 2025. For the quarter, the company expects net revenue to be in the range of $2.535 billion to $2.560 billion, representing growth of 7% to 8%. Diluted earnings per share are expected to be in the range of $2.85 to $2.90 for the quarter. For the year 2025, the Company continues to expect net revenue to be in the range of $11.150 billion to $11.300 billion, representing growth of 5% to 7%, or 7% to 8% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $14.58 to $14.78 for the year.
お知らせ • May 22lululemon athletica inc. to Report Q1, 2026 Results on Jun 05, 2025lululemon athletica inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Jun 05, 2025
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €278, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Luxury industry in Europe. Total loss to shareholders of 4.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €205 per share.
Buy Or Sell Opportunity • May 03Now 21% overvaluedOver the last 90 days, the stock has fallen 40% to €241. The fair value is estimated to be €199, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.
お知らせ • Apr 30lululemon athletica inc., Annual General Meeting, Jun 11, 2025lululemon athletica inc., Annual General Meeting, Jun 11, 2025.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €227, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Luxury industry in Europe. Total loss to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €310 per share.
Buy Or Sell Opportunity • Mar 28Now 11% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to €268. The fair value is estimated to be €303, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.
Reported Earnings • Mar 28Full year 2025 earnings released: EPS: US$14.67 (vs US$12.23 in FY 2024)Full year 2025 results: EPS: US$14.67 (up from US$12.23 in FY 2024). Revenue: US$10.6b (up 10% from FY 2024). Net income: US$1.81b (up 17% from FY 2024). Profit margin: 17% (up from 16% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Mar 28lululemon athletica inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2025lululemon athletica inc. provided earnings guidance for the first quarter and fiscal year 2025. For the quarter, the Company expects net revenue to be in the range of $2.335 billion to $2.355 billion, representing growth of 6% to 7%. Diluted earnings per share are expected to be in the range of $2.53 to $2.58 for the quarter. For the year 2025, the Company expects net revenue to be in the range of $11.150 billion to $11.300 billion, representing growth of 5% to 7%, or 7% to 8% excluding the 53rd week of 2024. Diluted earnings per share are expected to be in the range of $14.95 to $15.15 for the year.
お知らせ • Mar 13Lululemon Athletica Inc. to Report Q4, 2025 Results on Mar 27, 2025Lululemon Athletica Inc. announced that they will report Q4, 2025 results on Mar 27, 2025
お知らせ • Jan 13Lululemon Athletica Inc. Updates Earnings Guidance for the Fourth Quarter of Fiscal 2024Lululemon Athletica Inc. Updated Earnings Guidance for the Fourth Quarter of Fiscal 2024. For the period, the company now expects net revenue will be in the range of $3.560 billion to $3.580 billion against $3.475 billion to $3.510 billion a year ago, representing growth of 11% to 12% against fourth quarter of fiscal 2023, or growth of 6% to 7% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $5.81 to $5.85 for the fourth quarter of fiscal 2024 compared to the Company’s previous guidance range of $5.56 to $5.64.
New Risk • Dec 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Dec 06Third quarter 2025 earnings released: EPS: US$2.87 (vs US$1.97 in 3Q 2024)Third quarter 2025 results: EPS: US$2.87 (up from US$1.97 in 3Q 2024). Revenue: US$2.40b (up 8.7% from 3Q 2024). Net income: US$351.9m (up 42% from 3Q 2024). Profit margin: 15% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 06Lululemon Athletica Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024Lululemon Athletica Inc. provided earnings guidance for the fourth quarter and full year 2024. For the quarter, Company expects net revenue to be in the range of $3.475 billion to $3.510 billion, representing growth of 8% to 10%, or 3% to 4% excluding the 53rd week of 2024. Diluted earnings per share are expected to be in the range of $5.56 to $5.64 for the quarter. For 2024, the Company now expects net revenue to be in the range of $10.452 billion to $10.487 billion, representing growth of 9%, or 7% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $14.08 to $14.16 for the year.
お知らせ • Nov 21Lululemon Athletica Inc. to Report Q3, 2025 Results on Dec 05, 2024Lululemon Athletica Inc. announced that they will report Q3, 2025 results on Dec 05, 2024
Buy Or Sell Opportunity • Sep 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €246. The fair value is estimated to be €311, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.
お知らせ • Aug 30+ 1 more updateLululemon Athletica Inc. Provides Earnings Guidance for the Third Quarter and for the Year 2024Lululemon Athletica Inc. provided earnings guidance for the third quarter and for the year 2024. For the quarter, the company expected expects net revenue to be in the range of $2.340 billion to $2.365 billion, representing growth of 6% to 7%. Diluted earnings per share are expected to be in the range of $2.68 to $2.73 for the quarter. For the year, the company expects net revenue to be in the range of $10.375 billion to $10.475 billion, representing growth of 8% to 9%, or 6% to 7% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $13.95 to $14.15 for the year.
Reported Earnings • Aug 30Second quarter 2025 earnings released: EPS: US$3.15 (vs US$2.69 in 2Q 2024)Second quarter 2025 results: EPS: US$3.15 (up from US$2.69 in 2Q 2024). Revenue: US$2.37b (up 7.3% from 2Q 2024). Net income: US$392.9m (up 15% from 2Q 2024). Profit margin: 17% (up from 16% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Aug 15Lululemon Athletica Inc. to Report Q2, 2025 Results on Aug 29, 2024Lululemon Athletica Inc. announced that they will report Q2, 2025 results on Aug 29, 2024
お知らせ • Aug 09Lululemon Athletica Inc. Files Securities Fraud Lawsuit Against Lululemon Athletica IncLululemon Athletica Inc. announced that it has filed a class action lawsuit in the United States District Court for the Southern District of New York, captioned Patel v. Lululemon Athletica Inc., et al., Case No. 1:24-cv-06033, on behalf of persons and entities that purchased or otherwise acquired Lululemon Athletica Inc. securities between December 7, 2023 and July 24, 2024, inclusive. Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (the "Exchange Act"). Investors are hereby notified that they have 60 days from the date of this notice to move the Court to serve as lead plaintiff in this action. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) that the Company was struggling with inventory allocation issues and color palette execution issues; (2) that, as a result, the Company’s Breezethrough product launch underperformed; (3) that, as a result of the foregoing, the Company was experiencing stagnating sales in the Americas region; and (4) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
Reported Earnings • Jun 07First quarter 2025 earnings released: EPS: US$2.55 (vs US$2.28 in 1Q 2024)First quarter 2025 results: EPS: US$2.55 (up from US$2.28 in 1Q 2024). Revenue: US$2.21b (up 10% from 1Q 2024). Net income: US$321.4m (up 11% from 1Q 2024). Profit margin: 15% (in line with 1Q 2024). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 06Lululemon Athletica Inc. Provides Earnings Guidance for the Second Quarter and for Year 2024Lululemon Athletica Inc. provided earnings guidance for the second quarter and for year 2024. For the quarter, the company expected expects net revenue to be in the range of $2.400 billion to $2.420 billion, representing growth of 9% to 10%. Diluted earnings per share are expected to be in the range of $2.92 to $2.97 for the quarterFor the year, the company expects net revenue to be in the range of $10.700 billion to $10.800 billion, representing growth of 11% to 12%, or 10% to 11% excluding the 53rd week of 2024. It continues to expect operating margin for the year to be approximately 23.3%. Diluted earnings per share are now expected to be in the range of $14.27 to $14.47 for the year.
お知らせ • May 23Lululemon Athletica Inc. to Report Q1, 2025 Results on Jun 05, 2024Lululemon Athletica Inc. announced that they will report Q1, 2025 results After-Market on Jun 05, 2024
お知らせ • May 22Lululemon Athletica Inc Announces Executive Changeslululemon athletica Inc. announced it is implementing an updated and more integrated organizational structure, in conjunction with the departure of Sun Choe, Chief Product Officer, who has resigned and will leave the company later this month to pursue another opportunity. Effective immediately, Jonathan Cheung, Global Creative Director, will report to CEO Calvin McDonald and will drive the product design and innovation roadmap, continuing to oversee Design, Innovation, and Product Development. Cheung has a successful track record with more than 30 years of experience in senior creative leadership roles at global brands. The company will also create a new team comprised of leaders from its Merchandising and Brand functions to scale its global and regional go-to-market strategies. Nikki Neuburger will become Chief Brand & Product Activation Officer, overseeing Merchandising, Footwear, and Product Operations, in addition to her current responsibilities leading Brand. Elizabeth Binder, Chief Merchandising Officer, will report to Neuburger.
Buy Or Sell Opportunity • May 22Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to €299. The fair value is estimated to be €384, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
お知らせ • Apr 28Lululemon Athletica Inc., Annual General Meeting, Jun 06, 2024Lululemon Athletica Inc., Annual General Meeting, Jun 06, 2024, at 08:00 Pacific Standard Time. Agenda: To consider the election of four Class II directors to a three- Year term and approval of the continuation of two Class I directors to serve remainder of term; to Ratification of the selection of Price water house Coopers LLP as our Independent registered public accounting Firm for Fiscal 2024; to Advisory vote to approve the compensation of our named executive officers; to Shareholder proposal regarding a report on The impact of the production and sale of animal-derived ; and to consider other matters if any.
お知らせ • Apr 17Lululemon Athletica Inc. Unveils Team Canada Summer Athlete Kit for Paris 2024 Olympic and Paralympic Games in Partnership with the Canadian Olympic Committee and Canadian Paralympic CommitteeLululemon Athletica Inc. announced in partnership with the Canadian Olympic Committee (COC) and Canadian Paralympic Committee (CPC) – revealed its first-ever summer Athlete Kit for Team Canada ahead of the Paris 2024 Olympic and Paralympic Games. With the launch of the Athlete Kit and Retail Collection beginning April 16, lululemon embarks on its second Games in a multi-year partnership with the COC and CPC as Official Outfitter of Team Canada. The Team Canada x lululemon Paris 2024 Athlete Kit blends function and style through innovative construction and performance fabrics, within modern silhouettes and Canadian-inspired prints. During the design process, lululemon led product testing and feedback sessions with 19 Canadian Olympic and Paralympic athletes across 14 different sports to understand their unique needs during the Games. Athletes, coaches, and support staff will wear Team Canada apparel throughout key moments at the Games, including the Opening and Closing Ceremonies, medal ceremonies, media appearances, travel, and daily life in the Athlete Village. Design highlights include: Adaptability: The kit was designed to support more bodies and more abilities, with features including magnetic-close zippers, pull-on loops, and sensory touch guides. The two adaptive styles – the Seated-Fit Carpenter Pant and the Seated-Fit Packable Rain Poncho – are intentionally designed to deliver functionality and comfort in a seated position. Thermal Comfort: To keep athletes comfortable during changing temperatures and conditions, the kit features adjustable styles like the Convertible Pant & Jacket, as well as SenseKnit™ technology and sweat-wicking fabrics to enhance breathability through ventilation. Fit & Function: Products with four-way stretch fabrics, customizable drawcords, and newly engineered pocket shapes and placements help athletes move and personalize styles. National Pride: Prints inspired by the beauty of Canada help athletes celebrate their country and reflect their journey throughout the Games. Fabrics like Jacquard create modern silhouettes that allow athletes to show up in style. In partnership with COC and CPC, lululemon gives back to Canadian athletes through the Future Legacy program, with 10% of sales from all Future Legacy items supporting the Canadian Olympic Foundation and Paralympic Foundation of Canada. Both organizations help Canadian athletes access the resources, equipment, and funding they need to experience the power of sport—from dreams, to podium, and beyond. For Paris 2024, lululemon is expanding the Future Legacy program to include the Team Canada Ball Cap, Scarf, and Mini Belt Bag. Fans can cheer on Team Canada in style, as select items from the Retail Collection launch online in Canada beginning April 16, and in stores in Canada beginning April 17. Additional Team Canada apparel and accessories, for both the Olympic and Paralympic Games, will launch online in the U.S. and in select stores in Paris in the lead-up to Paris 2024.
Buy Or Sell Opportunity • Apr 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to €322. The fair value is estimated to be €405, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Recent Insider Transactions • Mar 29Independent Chair of the Board recently bought €1.3m worth of stockOn the 27th of March, Martha A. Morfitt bought around 4k shares on-market at roughly €360 per share. This transaction amounted to 4.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Martha A.'s only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €358, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Luxury industry in Europe. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €386 per share.
お知らせ • Mar 22Lululemon Athletica Inc. Provides Earnings Guidance for the First Quarter of 2024 and Full Year of Fiscal 2024Lululemon Athletica Inc. provided earnings guidance for the first quarter of 2024 and full year of fiscal 2024. For the first quarter of 2024, the Company expects net revenue to be in the range of $2.175 billion to $2.200 billion, representing growth of 9% to 10%. Diluted earnings per share are expected to be in the range of $2.35 to $2.40 for the quarter. This assumes a tax rate of 29.0% to 29.5%. For 2024, the Company expects net revenue to be in the range of $10.700 billion to $10.800 billion, representing growth of 11% to 12%, or 10% to 11% excluding the 53rd week of 2024. Diluted earnings per share are expected to be in the range of $14.00 to $14.20 for the year. This assumes a tax rate of approximately 30%.
Reported Earnings • Mar 22Full year 2024 earnings released: EPS: US$12.23 (vs US$6.70 in FY 2023)Full year 2024 results: EPS: US$12.23 (up from US$6.70 in FY 2023). Revenue: US$9.62b (up 19% from FY 2023). Net income: US$1.55b (up 81% from FY 2023). Profit margin: 16% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Mar 19Lululemon Athletica Inc. Appoints Teri List as Board of DirectorsLululemon Athletica Inc. announced the appointment of Teri List to serve on its Board of Directors, effective immediately. Teri’s impressive experience as a business leader and board member for large, global companies will add great value as we continue to grow lululemon around the world, said Martha Morfitt, Chair of the Board. We’re pleased to welcome Teri to the lululemon Board of Directors and grateful to benefit from her extensive knowledge and insights. Ms. List has served as Executive Vice President and Chief Financial Officer at Gap Inc., DICK’S Sporting Goods, and Kraft Food Group, overseeing organizations across finance, accounting, legal, real estate, and information technology. Prior to those roles, Ms. List spent nearly 20 years with Procter & Gamble culminating in the role of SVP and Treasurer, and began her career in public accounting at Deloitte. Ms. List currently serves on the Boards of Microsoft, Visa, and Danaher Corporation. She holds a bachelor’s degree in accounting and an honorary doctorate from Northern Michigan University.
お知らせ • Mar 08Lululemon Athletica Inc. to Report Q4, 2024 Results on Mar 21, 2024Lululemon Athletica Inc. announced that they will report Q4, 2024 results on Mar 21, 2024