lululemon athletica マネジメント
マネジメント 基準チェック /34
lululemon athleticaの CEO はMeghan Frankで、 Nov2020年に任命され、 の在任期間は 5.58年です。 の年間総報酬は$ 9.67Mで、 8.9%給与と91.1%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.012%を直接所有しており、その価値は$ 1.56M 。経営陣と取締役会の平均在任期間はそれぞれ5.6年と4年です。
主要情報
Meghan Frank
最高経営責任者
US$9.7m
報酬総額
| CEO給与比率 | 8.91% |
| CEO在任期間 | 5.6yrs |
| CEOの所有権 | 0.01% |
| 経営陣の平均在職期間 | 5.6yrs |
| 取締役会の平均在任期間 | 4yrs |
経営陣の近況
Recent updates
分析記事 • Jun 16
Lululemon (LULU) Stock Valuation After Q1 Results And Shifting North American And International Trends
Lululemon athletica (LULU) drew fresh attention after first quarter 2026 results showed revenue of US$2.47b, alongside a lower net income figure and reduced earnings outlook, set against firm international growth and North American pressure. See our latest analysis for lululemon athletica. Lululemon’s share price has fallen 27.04% over the past 90 days and is down 44.87% year to date, while the 1 year total shareholder return has declined 51.84%. This points to fading momentum as earnings...
新しいナラティブ • Jun 10
Quantifying the Transition: Why Lululemon’s Moat Remains Intact
Beyond the Noise: Monte Carlo Analyses for stocks I had recently published a narrative on Adobe ( ADBE - Adobe: A Probabilistic Case for Undervaluation ) arguing probabilistically that the stock is undervalued and the AI disruption story is oversold. It got selected as the pick of the week and encouraged by the feedback, I have adopted the same approach for Lululemon Athletica.
ナラティブの更新 • Jun 05
Lululemon Guided Soft in March and Softer in June. I'm Buying the Second Punch
Six weeks ago I wrote that a premium apparel brand earning enormous returns on capital had been marked down like it owed the crowd money. The stock was $143.Seeking Alpha • Jun 05
lululemon: Moving Targets And Slowing Comps Make Me Nervous (Downgrade)
Summary lululemon athletica inc. faces significant headwinds, with weak Q1 results and a cut to full-year guidance prompting a downgrade to neutral. LULU is attempting a turnaround by focusing on full-price sales, innovation, and accelerated product cycles, mirroring Nike’s playbook. Asia, especially Mainland China, remains a bright spot for LULU, contrasting with flat results from competitors like Nike in the region. Competitive pressures, margin erosion from tariffs, and reliance on markdowns challenge LULU’s recovery despite its now value-oriented valuation. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 03
LULU: CEO Transition And Product Reset Will Drive Brand Recovery Debate
Lululemon athletica's analyst fair value estimate has been cut from $170 to $130 as analysts factor in softer revenue growth and margins, ongoing uncertainty around the incoming CEO, and a broad wave of reduced price targets, despite some finding the valuation tempting and short term risk/reward more balanced. Analyst Commentary Recent research has tilted more cautious on lululemon athletica, with a cluster of price target cuts and Neutral or Hold ratings highlighting execution questions in the U.S., uncertainty around the incoming CEO, and mixed read throughs on product trends and growth expectations.
ナラティブの更新 • May 18
LULU: New CEO And Product Reset Will Support Future Brand Turnaround Story
The analyst price target for lululemon athletica has been trimmed by about $2 to reflect slightly lower fair value and P/E assumptions, as analysts weigh mixed views on the new CEO, recent target cuts across the Street, and ongoing questions around sales trends and product traction. Analyst Commentary Recent research highlights a split view on lululemon athletica, with some analysts encouraged by leadership changes and product potential, while others focus on weaker trends and a wave of price target cuts.ナラティブの更新 • Apr 30
LULU: New CEO And Product Reset Will Drive Future Brand Reacceleration
The Analyst Price Target for lululemon athletica has been trimmed by $2.72 as analysts weigh CEO transition uncertainty, softer recent sales commentary and slightly lower future P/E assumptions against expectations for steady revenue growth and profit margins. Analyst Commentary Recent Street research around lululemon athletica clusters around two main themes: how much execution risk sits around the new CEO, and how quickly sales trends and margins can support the current valuation after a broad round of price target cuts.新しいナラティブ • Apr 29
Lululemon Got Boring Right About the Time It Got Cheap. That's Usually the Point
A premium athletic apparel brand earns a 24% return on invested capital. It generates roughly $920 million of free cash flow on $11 billion of revenue.ナラティブの更新 • Apr 15
LULU: New Leadership Turbulence And Product Reset Will Drive Bullish Turnaround Outlook
Analysts have collectively reduced their price targets on Lululemon, trimming the implied valuation by calibrating assumptions such as the discount rate and future P/E to reflect sluggish recent sales trends, mixed product demand signals, and uncertainty around the timing and impact of a potential CEO transition. Analyst Commentary Street research on lululemon athletica has clustered around a similar message, with many firms lowering price targets while keeping ratings such as Neutral, Hold, In Line or Buy.ナラティブの更新 • Apr 01
LULU: New Leadership And Product Reset Will Support Bullish Turnaround Outlook
The analyst price target for lululemon athletica has been reduced by several firms in recent research, prompting a cut in the modeled fair value from about $208.35 to $183.80, as analysts factor in softer revenue growth, slightly lower profit margins, and a modestly lower future P/E expectation. Analyst Commentary Recent research on Lululemon reflects a clear reset in expectations, with many firms trimming price targets and a few holding a more balanced stance.
新しいナラティブ • Mar 19
Lululemon - A Fundamental and Historical Valuation
Business Overview Key Metrics Total: 4/17 +1 ✅ Projected Operating Margin: 18.84% +0 ⚠️ Projected 5-Year Revenue CAGR: 4.73% +2 ✅✅ Last 5-Year ROIC: 45.98% +1 ✅ Estimated Cost of Capital: 7.18% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -2.51% -1 ❌ Projected 5-Year EPS CAGR: 6.92% (lower than 10%) +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +2 ✅✅ Estimated Debt Rating: Aaa -1 ❌ Morningstar Moat: Narrow -1 ❌ Morningstar Uncertainty: High Business Valuation To calculate the intrinsic value of the company I'll use multiple methods: Discounted Cash Flows (DCF) - Intrinsic value is estimated by projecting its free cash flows over the next 10 years and discounting them to present value using the estimated cost of capital ; EPS Growth - the fair value is estimated by projected the Earnings Per Share CAGR for the next 5 Years and then, given its current and historic values of PE, come up with a PE for the 5th Year. This will give us its price 5 Years from now using the formula: Price = EPS x PE that we then discount using the estimated cost of capital; Historical EV/EBITDA - we assume mean reversion to the historical EV/EBITDA values; Historical P/E - we assume mean reversion to the historical P/E values; Historical P/S - we assume mean reversion to the historical P/S values.ナラティブの更新 • Mar 18
LULU: Leadership Upheaval And Product Execution Will Shape Brand Recovery Prospects
The analyst fair value estimate for lululemon athletica has been adjusted from $160 to $170, as analysts weigh mixed sales trends, margin expectations, product newness, and the potential impact of leadership changes, reflected in a wide range of recent price target revisions across the Street. Analyst Commentary Recent research highlights a split view on lululemon athletica, with several bearish analysts turning more cautious around Q4 and early Q1 trends, product newness, and the timing and impact of any potential CEO transition.
新しいナラティブ • Mar 14
China Is Growing 46%, The Stock Is Down 47%. Growth and Value Outside the US Market.
The Value Perspective Lululemon is currently trading at 6.8x EV/EBITDA, a 69% discount to its own 10-year median of 22x. To put that in perspective, this multiple is approaching the all-time low of 6.63x the stock has ever seen across its entire public history.ナラティブの更新 • Mar 04
LULU: New CEO And Product Reset Will Shape Bullish Turnaround Outlook
Analysts made a slight adjustment to their price target on lululemon athletica, reflecting mixed views as some firms lifted targets into the low $200s while others reduced them toward $200. This balances optimism around new product and sector tailwinds with caution on potential margin risk and operational changes under the new CEO.
ナラティブの更新 • Feb 18
LULU: Proxy Fight And CEO Search Will Shape Next Phase
Analysts have inched their fair value estimate for Lululemon slightly lower to $269.46 from $270.63, reflecting a shift toward a higher discount rate and lower future P/E assumptions, even as they factor in updated views on revenue growth and profit margins in light of recent mixed research commentary on leadership changes and sector demand trends. Analyst Commentary Recent Street research on lululemon athletica highlights a mix of optimism on the share price outlook and concern around leadership changes and North American demand, which helps explain the modest trim to the fair value estimate.ナラティブの更新 • Feb 03
LULU: Proxy Fight And Leadership Turnover Will Shape Turnaround Outlook
Analysts have lifted their price targets for lululemon athletica, reflected in our fair value estimate moving from about US$190 to about US$208, as they factor in Street research that highlights higher long term revenue growth assumptions, a slightly richer future P/E multiple, and mixed views on leadership changes and demand trends. Analyst Commentary Street research on lululemon athletica currently reflects a split view, with several bullish analysts raising price targets while more cautious voices focus on leadership turnover and North American demand trends.ナラティブの更新 • Jan 20
LULU: Leadership Turmoil And NFL Deal Will Pressure Brand And Earnings
Analysts held Lululemon's fair value estimate steady at US$160.00, while modestly adjusting assumptions around revenue growth, profit margins, and future P/E. This reflects mixed views that balance cautious perspectives on North American leadership changes and brand focus with more constructive sector outlooks and modestly higher Street price targets in the US$203 to US$228 range.ナラティブの更新 • Jan 06
LULU: Proxy Fight And CEO Transition Will Reset Boardroom Direction
Analysts have trimmed their implied fair value for Lululemon athletica to about $270 from roughly $410, citing softer projected revenue growth, lower profit margin expectations, a slightly higher discount rate, and a reduced future P/E multiple. Analyst Commentary Recent Street research on Lululemon reflects a split view, with several firms flagging execution risks in North America and leadership turnover, while some bullish analysts are still pointing to pockets of opportunity tied to sector trends and brand initiatives.ナラティブの更新 • Dec 21
LULU: Leadership Turnover Will Deepen North American Turnaround And Earnings Risks
Analysts have raised their fair value estimate for lululemon athletica to approximately $160 per share from about $117, reflecting slightly higher long term growth expectations. At the same time, they flag mounting leadership uncertainty, strategic brand risks and a more volatile earnings outlook.分析記事 • Dec 19
lululemon athletica inc.'s (NASDAQ:LULU) Share Price Boosted 30% But Its Business Prospects Need A Lift Too
The lululemon athletica inc. ( NASDAQ:LULU ) share price has done very well over the last month, posting an excellent...ナラティブの更新 • Dec 07
LULU: NFL Partnership And Leadership Turnover Will Shape Brand Trajectory Amid Mixed Outlook
The analyst-derived fair value estimate for lululemon athletica has been trimmed modestly from $193.54 to $190.19 as analysts factor in executive turnover, softer North American trends, and increased uncertainty around growth initiatives and brand positioning. Analyst Commentary Recent Street research has turned more cautious on lululemon, with several firms cutting ratings and price targets as they reassess the balance between the company’s long term brand equity and growing execution risk, particularly in North America.ナラティブの更新 • Nov 23
LULU: NFL Partnership Will Drive Renewed Brand Momentum Amid Management Uncertainty
Analysts have slightly reduced their fair value target for lululemon athletica to $193.54 from $194.36, citing heightened management uncertainty, slowing North American growth, and broader sector headwinds. Analyst Commentary Recent street research reveals a significant shift in sentiment around Lululemon athletica, as analysts weigh ongoing management changes, North American demand challenges, and evolving sector trends.ナラティブの更新 • Nov 08
LULU: Future NFL Apparel Partnership Will Drive Renewed Brand Momentum
Analysts have lowered their average price target on lululemon athletica by a significant margin. They cite persistent U.S. headwinds, tariff impacts, and increasing uncertainty around the company's growth and earnings visibility in the near term.ナラティブの更新 • Oct 25
Renewed Market Caution Will Drive Momentum Shifts Amid Competitive Pressure
Lululemon athletica's fair value estimate declined slightly to $194.36 from $195.84. Analysts cite slowing growth trends, ongoing U.S. market headwinds, and greater earnings uncertainty across recent Street research.ナラティブの更新 • Oct 11
Product Refresh And Global Expansion Will Empower Future Market Leadership
Lululemon athletica’s analyst fair value target has been lowered to approximately $195.84 from $198.36. Analysts cite growing concerns over U.S. sales headwinds, increased competitive pressures, and a subdued earnings outlook, despite relatively stable profit margins.ナラティブの更新 • Sep 27
Product Refresh And Global Expansion Will Empower Future Market Leadership
Analysts have trimmed Lululemon's price target from $202.60 to $198.36, citing intensifying U.S. competition, weaker domestic sales momentum, tariff-related headwinds, and concerns over product freshness and growth outlook despite otherwise reasonable valuations. Analyst Commentary Bearish analysts see intensifying competition in the athleticwear space, particularly in the U.S., with Lululemon's domestic business showing declining sales growth, lack of positive catalysts, and brand momentum concerns.ナラティブの更新 • Sep 12
Product Refresh And Global Expansion Will Empower Future Market Leadership
Lululemon's consensus price target was revised down to $202.60 as analysts cite weakening U.S. sales, stale product issues, heightened competition, earnings and guidance cuts, and new tariff pressures weighing on profit outlook. Analyst Commentary Ongoing weakness in Lululemon’s U.S. business, with negative sales growth for the first time in years, persistent execution issues, and difficulty reigniting brand momentum amid intensifying domestic competition.分析記事 • Sep 10
Weekly Picks: 🛢️ The oil giant the market may still be mispricing and 2 more picks
This week’s picks cover: Why the market currently undervalues the durability of Exxon’s cash flows, why National HealthCare’s temporary profit pressure creates an opportunity, and how Lululemon’s pressure from tariffs and consumer sentiment could be overdone.ナラティブの更新 • Aug 27
New Product Lines And Store Expansion Will Fuel Global Momentum
Analysts have modestly reduced their fair value target for lululemon athletica to $276.45 amid concerns over U.S. sales softness, higher tariffs, and increased competition, partially offset by optimism regarding new product launches and resilient brand strength. Analyst Commentary Bullish analysts see Lululemon’s recent stock selloff and historically low valuation as an attractive opportunity to own a strong growth company with high margins, contingent on successful execution of sales growth targets and new product rollouts.分析記事 • Jul 04
Lacklustre Performance Is Driving lululemon athletica inc.'s (NASDAQ:LULU) 26% Price Drop
lululemon athletica inc. ( NASDAQ:LULU ) shareholders won't be pleased to see that the share price has had a very rough...分析記事 • Jun 27
Should You Think About Buying lululemon athletica inc. (NASDAQ:LULU) Now?
lululemon athletica inc. ( NASDAQ:LULU ) received a lot of attention from a substantial price movement on the NASDAQGS...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| May 03 2026 | n/a | n/a | US$1b |
| Feb 01 2026 | US$10m | US$861k | US$2b |
| Nov 02 2025 | n/a | n/a | US$2b |
| Aug 03 2025 | n/a | n/a | US$2b |
| May 04 2025 | n/a | n/a | US$2b |
| Feb 02 2025 | US$4m | US$814k | US$2b |
| Oct 27 2024 | n/a | n/a | US$2b |
| Jul 28 2024 | n/a | n/a | US$2b |
| Apr 28 2024 | n/a | n/a | US$2b |
| Jan 28 2024 | US$4m | US$738k | US$2b |
| Oct 29 2023 | n/a | n/a | US$1b |
| Jul 30 2023 | n/a | n/a | US$1b |
| Apr 30 2023 | n/a | n/a | US$955m |
| Jan 29 2023 | US$3m | US$685k | US$855m |
| Oct 30 2022 | n/a | n/a | US$1b |
| Jul 31 2022 | n/a | n/a | US$1b |
| May 01 2022 | n/a | n/a | US$1b |
| Jan 30 2022 | US$2m | US$567k | US$975m |
| Oct 31 2021 | n/a | n/a | US$871m |
| Aug 01 2021 | n/a | n/a | US$827m |
| May 02 2021 | n/a | n/a | US$705m |
| Jan 31 2021 | US$2m | US$469k | US$589m |
報酬と市場: Meghanの 総報酬 ($USD 9.67M ) は、 US市場 ($USD 14.67M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Meghanの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。
CEO
Meghan Frank (49 yo)
5.6yrs
在職期間
US$9,667,535
報酬
Ms. Meghan C. Frank is Independent Director of Best Buy Co. Inc. from September 12, 2025. Ms. Frank has been an Independent Director of KKR Acquisition Holdings I Corp. since June 10, 2021. She serves as t...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Executive Chair | 17.5yrs | US$629.17k | 0.075% $ 9.8m | |
| Interim Co-CEO & CFO | 5.6yrs | US$9.67m | 0.012% $ 1.6m | |
| Interim Co-CEO | less than a year | US$9.73m | 0.014% $ 1.9m | |
| Chief Supply Chain Officer | less than a year | US$3.87m | 0.0012% $ 152.1k | |
| Chief Brand & Product Activation Officer | 6.4yrs | US$6.60m | 0.0065% $ 847.3k | |
| Chief AI & Technology Officer | less than a year | データなし | データなし | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Chief Legal & Compliance Officer | 6.5yrs | データなし | データなし | |
| Chief People & Culture Officer | 6.5yrs | データなし | データなし | |
| Senior Vice President of Product Engine | no data | データなし | データなし | |
| VP and Global Head of Inclusion | 5.6yrs | データなし | データなし | |
| Chief Merchandising Officer | no data | データなし | データなし |
5.6yrs
平均在職期間
56.5yo
平均年齢
経験豊富な経営陣: LULUの経営陣は経験豊富で経験豊富です（平均在職期間は5.6年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Executive Chair | 17.5yrs | US$629.17k | 0.075% $ 9.8m | |
| Lead Independent Director | 11.8yrs | US$338.02k | 0.019% $ 2.5m | |
| Independent Director | 10.2yrs | US$273.02k | 0.0079% $ 1.0m | |
| Independent Director | 4.4yrs | US$270.53k | 0.0019% $ 254.4k | |
| Independent Director | 2.3yrs | US$295.48k | 0.0011% $ 143.0k | |
| Member of Mental Wellbeing Global Advisory Board | 2.8yrs | データなし | データなし | |
| Independent Director | 10.4yrs | US$285.52k | 0.0049% $ 637.4k | |
| Independent Director | 14.6yrs | US$310.52k | 0.017% $ 2.2m | |
| Independent Director | 3.6yrs | US$280.52k | 0.0016% $ 213.8k | |
| Member of Mental Wellbeing Global Advisory Board | 2.8yrs | データなし | データなし | |
| Member of Mental Wellbeing Global Advisory Board | 2.8yrs | データなし | データなし | |
| Member of Mental Wellbeing Global Advisory Board | 2.8yrs | データなし | データなし |
4.0yrs
平均在職期間
59yo
平均年齢
経験豊富なボード: LULUの 取締役会 は 経験豊富 であると考えられます ( 4年の平均在任期間)。
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 | 2026/06/17 21:32 |
| 終値 | 2026/06/17 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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 Staszak | Argus Research Company |
| Mark Altschwager | Baird |
| Stacy Pak | Barclays |