lululemon athletica inc.

NasdaqGS:LULU Voorraadrapport

Marktkapitalisatie: US$13.1b

lululemon athletica Dividenden en inkoop

Dividend criteriumcontroles 0/6

lululemon athletica heeft geen dividenduitkeringen gedaan.

Belangrijke informatie

n/a

Dividendrendement

8.5%

Terugkoop Rendement

Totaal aandeelhoudersrendement8.5%
Toekomstig dividendrendement0%
Dividendgroein/a
Volgende betaaldatum dividendn/a
Ex-dividenddatumn/a
Dividend per aandeeln/a
Uitbetalingsration/a

Recente updates van dividend en inkoop

Geen updates

Recent updates

Narratiefupdate Jun 17

LULU: Brand And Product Reset Under New CEO Will Pressure Stock

Analysts reduced the updated fair value estimate for lululemon athletica stock to $88 from $130, reflecting a broad reset in price targets. They point to weaker U.S. trends, softer product reception, ongoing margin pressure, and uncertainty around the company's near term earnings path despite an eventual leadership transition.
Analyseartikel 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...
Nieuw narratief 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.
Narratiefupdate 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
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Nieuw narratief 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.
Narratiefupdate 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.
Narratiefupdate 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.
Nieuw narratief 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.
Narratiefupdate 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.
Nieuw narratief 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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.
Narratiefupdate 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.
Analyseartikel 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...

Stabiliteit en groei van betalingen

Dividenden ophalen

Stabiel dividend: Er zijn onvoldoende gegevens om te bepalen of het dividend per aandeel van LULU in het verleden stabiel is geweest.

Groeiend dividend: Er zijn onvoldoende gegevens om te bepalen of de dividendbetalingen van LULU zijn gestegen.


Dividendrendement versus markt

lululemon athletica Dividendrendement versus markt
Hoe verhoudt LULU dividendrendement zich tot de markt?
SegmentDividendrendement
Bedrijf (LULU)n/a
Markt onderkant 25% (US)1.4%
Markt Top 25% (US)4.3%
Gemiddelde industrie (Luxury)2.4%
Analist prognose (LULU) (tot 3 jaar)0%

Opmerkelijk dividend: Het dividendrendement van LULU kan niet worden vergeleken met dat van de onderste 25% van de dividendbetalers, aangezien het bedrijf geen recente uitbetalingen heeft gerapporteerd.

Hoog dividend: Het dividendrendement van LULU kan niet worden vergeleken met dat van de top 25% van de dividendbetalers, aangezien het bedrijf geen recente uitbetalingen heeft gerapporteerd.


Winstuitkering aan aandeelhouders

Verdiendekking: Er zijn onvoldoende gegevens om de payout ratio LULU te berekenen en vast te stellen of de dividendbetalingen worden gedekt door de winst.


Contante uitbetaling aan aandeelhouders

Kasstroomdekking: De duurzaamheid van het dividend kan niet worden berekend, omdat LULU geen uitbetalingen heeft gerapporteerd.


Ontdek bedrijven met een sterk dividend

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/17 15:39
Aandelenkoers aan het einde van de dag2026/06/17 00:00
Inkomsten2026/05/03
Jaarlijkse inkomsten2026/02/01

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

lululemon athletica inc. wordt gevolgd door 59 analisten. 30 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
John StaszakArgus Research Company
Mark AltschwagerBaird
Stacy PakBarclays