Aankondiging • Jul 02
Hagens Berman Files Consumer Protection Lawsuit Against Lululemon Hagens Berman, along with its co-counsel The Miller Law Firm, filed a consumer-protection lawsuit alleging Lululemon collected hundreds of millions of dollars from customers through price increases tied to since-invalidated tariffs. The lawsuit, filed June 30, 2026, in the U.S. District Court for the Western District of Washington, alleges that beginning in February 2025, when the Trump administration imposed tariffs on imported goods under the International Emergency Economic Powers Act (IEEPA), Lululemon raised prices on imported products sold directly to consumers. After the Supreme Court invalidated the IEEPA tariffs, Lululemon filed suit in the U.S. Court of International Trade to recover the tariffs it had paid. According to the lawsuit, Lululemon has made no commitment to return any portion of those funds to the consumers who ultimately bore the costs. If you purchased from Lululemon between February 2025 and February 2026, you may have overpaid due to the unlawful collection of tariff fees. On February 4, 2025, the Trump Administration imposed a 10% tariff on Chinese imports under the IEEPA. The following month, two executive orders added 25% tariffs on goods from Canada and Mexico. By April 2025, tariffs extended to most other U.S. trading partners. The IEEPA tariffs remained in effect until February 20, 2026, when the U.S. Supreme Court declared them invalid. Lululemon imports a significant share of its products from countries subject to the tariffs, including Vietnam, Cambodia, China, Indonesia and Canada. Public reporting estimated the tariffs would reduce Lululemon’s gross profit by approximately $240 million. The lawsuit states that both Lululemon’s CFO and CEO publicly stated that the company planned to raise prices in response to the tariffs – and did so nationwide. Tariffs are paid by the importer of record, the party legally responsible for the goods at the time they enter the United States. Regardless of who ultimately bears the economic burden – consumers, according to the lawsuit – federal law grants the right to recover unlawfully collected tariffs exclusively to the importer of record. As a result, consumers are left without compensation for the overcharges they paid unless the importer passes the refund along. Other retailers in Lululemon’s position have established tariff refund programs to compensate customers who paid higher prices due to tariff costs. Lululemon could have done the same but chose not to. The lawsuit brings claims for unjust enrichment and violations of state consumer-protection laws, and seeks to recover losses incurred by Lululemon customers as a result of the retailer’s price increases. Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to Mex$2,160, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Luxury industry in South America. Total loss to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,251 per share. Recent Insider Transactions • Jun 21
Insider recently bought Mex$8.6m worth of stock On the 15th of June, Charles Bergh bought around 4k shares on-market at roughly Mex$2,013 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Mex$8.8m. Despite this recent purchase, insiders have collectively sold Mex$18m more in shares than they bought in the last 12 months. Aankondiging • Jun 06
lululemon athletica inc. Provides Earnings Guidance for the Second Quarter of 2026 lululemon 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 05
First quarter 2027 earnings released: EPS: US$1.69 (vs US$2.61 in 1Q 2026) First quarter 2027 results: EPS: US$1.69 (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 4.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Luxury industry in South America. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings. Aankondiging • May 28
Lululemon Athletica Inc. Announces Board Appointments, Effective May 26, 2026 On 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”). Aankondiging • May 21
lululemon athletica inc., Annual General Meeting, Jun 25, 2026 lululemon athletica inc., Annual General Meeting, Jun 25, 2026. Aankondiging • May 13
Dennis J. Wilson Issue an Open Letter to the Shareholders of lululemon athletica On 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. Aankondiging • Apr 30
Chip Wilson Issues Letter to lululemon Shareholders On 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. Aankondiging • Apr 29
lululemon athletica inc. Announces Board Changes lululemon 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. Aankondiging • Apr 09
Dennis J. Wilson Posts Advertisements on Social Media On 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 • Apr 08
Interim Co-CEO recently bought Mex$8.8m worth of stock On the 1st of April, Andre Maestrini bought around 3k shares on-market at roughly Mex$2,695 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Mex$18m. This was Andre's only on-market trade for the last 12 months. Recent Insider Transactions • Mar 26
Insider recently bought Mex$18m worth of stock On the 20th of March, Charles Bergh bought around 6k shares on-market at roughly Mex$2,937 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 Mex$34m more in shares than they bought in the last 12 months. Reported Earnings • Mar 18
Full 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 8.2% growth forecast for the Luxury industry in South America. 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 20% per year, which means it is significantly lagging earnings. New Risk • Mar 18
New major risk - Earnings quality The 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. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.3% average weekly change). Aankondiging • Mar 05
Chip Wilson Launches Website in Campaign for Change at lululemon On 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. Aankondiging • Feb 27
Chip Wilson Sends Letter to lululemon Shareholders On 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. Buy Or Sell Opportunity • Feb 20
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 2.4% to Mex$3,200. The fair value is estimated to be Mex$2,664, however this is not to be taken as a sell 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 1.9% per annum over the same time period. Aankondiging • Feb 10
lululemon Introduces Unrestricted Power lululemon 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 02
High number of new directors There 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. Aankondiging • Jan 23
Dennis Wilson Announces his Intention to File Definitive Proxy Statement with Securities and Exchange Commission On 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. Aankondiging • Jan 13
Lululemon Athletica Inc. Updates Earnings Guidance for the Fourth Quarter of Fiscal 2025 lululemon 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 21
Insider recently sold Mex$49m worth of stock On the 16th of December, Celeste Burgoyne sold around 14k shares on-market at roughly Mex$3,661 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 Mex$51m more than they bought in the last 12 months. Aankondiging • Dec 19
Elliott Investment Management Calls for a CEO Change at lululemon athletica On 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 19
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to Mex$3,940, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 9x in the Luxury industry in South America. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,610 per share. New Risk • Dec 16
New major risk - Revenue and earnings growth Earnings 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Significant insider selling over the past 3 months (Mex$2.0m sold). Reported Earnings • Dec 13
Third 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 8.5% growth forecast for the Luxury industry in South America. 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 19% per year, which means it is significantly lagging earnings. New Risk • Dec 11
New major risk - Revenue and earnings growth Earnings 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). Minor Risk Significant insider selling over the past 3 months (Mex$2.0m sold). Aankondiging • Nov 26
lululemon athletica inc. to Report Q3, 2026 Results on Dec 11, 2025 lululemon athletica inc. announced that they will report Q3, 2026 results After-Market on Dec 11, 2025 Aankondiging • Nov 21
Lululemon Athletica Inc. Announces Management Changes lululemon 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. Recent Insider Transactions • Oct 05
Insider recently sold Mex$2.0m worth of stock On the 30th of September, Nicole Neuburger sold around 615 shares on-market at roughly Mex$3,265 per share. This transaction amounted to 10% 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 Mex$21m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Sep 11
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to Mex$3,083, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Luxury industry in South America. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,718 per share. Reported Earnings • Sep 05
Second quarter 2026 earnings released: EPS: US$3.10 (vs US$3.15 in 2Q 2025) Second quarter 2026 results: EPS: US$3.10 (down from US$3.15 in 2Q 2025). Revenue: US$2.53b (up 6.5% from 2Q 2025). Net income: US$370.9m (down 5.6% from 2Q 2025). Profit margin: 15% (down from 17% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in South America. 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 21% per year, which means it is significantly lagging earnings. Aankondiging • Aug 26
Lululemon Announces Executive Changes lululemon 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. Aankondiging • Aug 21
lululemon athletica inc. to Report Q2, 2026 Results on Sep 04, 2025 lululemon athletica inc. announced that they will report Q2, 2026 results on Sep 04, 2025 Buy Or Sell Opportunity • Aug 07
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 35% to Mex$3,556. The fair value is estimated to be Mex$4,449, 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 6.3% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period. Board Change • Jun 16
High number of new directors There 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 12
Investor sentiment deteriorates as stock falls 26% After last week's 26% share price decline to Mex$4,673, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Luxury industry in South America. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,177 per share. Reported Earnings • Jun 06
First 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 9.0% growth forecast for the Luxury industry in South America. Aankondiging • Jun 06
lululemon athletica inc. Provides Earnings Guidance for the Second Quarter and Full Year 2025 lululemon 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. Aankondiging • May 22
lululemon athletica inc. to Report Q1, 2026 Results on Jun 05, 2025 lululemon 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 16
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to Mex$6,320, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 10x in the Luxury industry in South America. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,296 per share. Aankondiging • Apr 30
lululemon athletica inc., Annual General Meeting, Jun 11, 2025 lululemon athletica inc., Annual General Meeting, Jun 11, 2025. Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to Mex$5,813, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 9x in the Luxury industry in South America. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,335 per share. Reported Earnings • Mar 28
Full 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 9.1% growth forecast for the Luxury industry in South America. 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 6% per year, which means it is significantly lagging earnings. Aankondiging • Mar 28
lululemon athletica inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2025 lululemon 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. Aankondiging • Mar 13
Lululemon Athletica Inc. to Report Q4, 2025 Results on Mar 27, 2025 Lululemon Athletica Inc. announced that they will report Q4, 2025 results on Mar 27, 2025 Aankondiging • Jan 13
Lululemon Athletica Inc. Updates Earnings Guidance for the Fourth Quarter of Fiscal 2024 Lululemon 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. Recent Insider Transactions • Dec 13
Insider recently sold Mex$19m worth of stock On the 9th of December, Celeste Burgoyne sold around 2k shares on-market at roughly Mex$8,248 per share. This transaction amounted to 22% 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 Mex$29m more than they bought in the last 12 months. Reported Earnings • Dec 06
Third 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 8.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Luxury industry in South America. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Aankondiging • Dec 06
Lululemon Athletica Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024 Lululemon 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. New Risk • Dec 03
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: Mex$2.6m 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 Share price has been highly volatile over the past 3 months (6.4% average weekly change). Minor Risk Significant insider selling over the past 3 months (Mex$2.6m sold). Aankondiging • Nov 21
Lululemon Athletica Inc. to Report Q3, 2025 Results on Dec 05, 2024 Lululemon Athletica Inc. announced that they will report Q3, 2025 results on Dec 05, 2024 New Risk • Nov 20
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.2% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Oct 21
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 18% to Mex$5,970. The fair value is estimated to be Mex$4,920, however this is not to be taken as a sell 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 7.5% per annum over the same time period. Recent Insider Transactions • Oct 01
Insider recently sold Mex$2.6m worth of stock On the 26th of September, Nicole Neuburger sold around 486 shares on-market at roughly Mex$5,272 per share. This transaction amounted to 12% 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 Mex$10m more than they bought in the last 12 months. Recent Insider Transactions • Sep 06
CEO & Director recently bought Mex$21m worth of stock On the 3rd of September, Calvin McDonald bought around 4k shares on-market at roughly Mex$5,154 per share. This transaction amounted to 4.7% 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 Calvin's only on-market trade for the last 12 months. Reported Earnings • Aug 30
Second 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 8.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Luxury industry in South America. 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 13% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Aug 27
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 5.0% to Mex$5,350. The fair value is estimated to be Mex$4,453, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period. Aankondiging • Aug 15
Lululemon Athletica Inc. to Report Q2, 2025 Results on Aug 29, 2024 Lululemon Athletica Inc. announced that they will report Q2, 2025 results on Aug 29, 2024 Aankondiging • Aug 09
Lululemon Athletica Inc. Files Securities Fraud Lawsuit Against Lululemon Athletica Inc Lululemon 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. Buy Or Sell Opportunity • Aug 01
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 22% to Mex$4,640. The fair value is estimated to be Mex$5,840, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 10.0% per annum over the same time period. New Risk • Jul 26
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican 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 • Jun 07
First 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 10% growth forecast for the Luxury industry in South America. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Aankondiging • Jun 06
Lululemon Athletica Inc. Provides Earnings Guidance for the Second Quarter and for Year 2024 Lululemon 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. Buy Or Sell Opportunity • Jun 01
Now 20% overvalued Over the last 90 days, the stock has fallen 33% to Mex$5,297. The fair value is estimated to be Mex$4,408, however this is not to be taken as a sell 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 9.0% per annum. Earnings are also forecast to grow by 9.6% per annum over the same time period. Aankondiging • May 23
Lululemon Athletica Inc. to Report Q1, 2025 Results on Jun 05, 2024 Lululemon Athletica Inc. announced that they will report Q1, 2025 results After-Market on Jun 05, 2024 Aankondiging • May 22
Lululemon Athletica Inc Announces Executive Changes lululemon 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. Aankondiging • Apr 28
Lululemon Athletica Inc., Annual General Meeting, Jun 06, 2024 Lululemon 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. Buy Or Sell Opportunity • Apr 17
Now 20% overvalued Over the last 90 days, the stock has fallen 29% to Mex$5,761. The fair value is estimated to be Mex$4,782, however this is not to be taken as a sell 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. Aankondiging • Apr 17
Lululemon 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 Committee Lululemon 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. 
