DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Consumer Durables
Author Program NEWCreate Narrative
LULU logo

lululemon athletica inc. Stock Price

NasdaqGS:LULU Community·US$13.7b Market Cap
  • 11 Narratives written by author
  • 15 Comments on narratives written by author
  • 668 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

LULU Share Price Performance

US$118.00
-82.21 (-41.06%)
​
US$161.80
Fair Value
US$118.00
-82.21 (-41.06%)
27.1% undervalued intrinsic discount
US$161.80
Fair Value
Price US$118.00
HarishPK US$161.80
AnalystConsensusTarget US$127.73
tripledub US$150.00
Wed, 10 Jun 26
Fair ValueUS$161.80
Share Pricen/a

LULU Community Narratives

HA
HarishPK
HarishPK's
Fair Value
·
Fair Value US$161.8 27.1% undervalued intrinsic discount

Quantifying the Transition: Why Lululemon’s Moat Remains Intact

9users have liked this narrative
2users have commented on this narrative
45users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$127.73 7.6% undervalued intrinsic discount

Renewed Market Caution Will Drive Momentum Shifts Amid Competitive Pressure

3users have liked this narrative
4users have commented on this narrative
207users have followed this narrative
TR
tripledub
tripledub's
Fair Value
·
Fair Value US$150 21.3% undervalued intrinsic discount

Lululemon Got Boring Right About the Time It Got Cheap. That's Usually the Point

34users have liked this narrative
9users have commented on this narrative
41users have followed this narrative
LULU logo
lululemon athletica
55.5% undervalued intrinsic discount

China Is Growing 46%, The Stock Is Down 47%. Growth and Value Outside the US Market.

View narrative
SE
SeanTho
Published 14 Mar
Read Narrative
LULU logo
lululemon athletica
49.9% undervalued intrinsic discount

Lululemon (LULU): Undervalued Growth in Premium Athleisure – High ROIC and Strong Cash Flow Support a Compelling Buy Thesis

View narrative
DS
DS2invest
DS2invest
Published 10 Jan
Read Narrative
LULU logo
lululemon athletica
49.7% undervalued intrinsic discount

Lululemon’s Chinese stores are getting better as Lulu US stores have a chance to become a contender in retail if they fix some flaws.

View narrative
FI
Financeguy123
Published 3 Jan
Read Narrative
LULU logo
lululemon athletica
27.1% undervalued intrinsic discount

Quantifying the Transition: Why Lululemon’s Moat Remains Intact

View narrative
HA
HarishPK
Emerging Author
HarishPK
Published 10 Jun
Read Narrative
LULU logo
lululemon athletica
64.8% undervalued intrinsic discount

Bullish case for Lululemon Athletica (LULU)

View narrative
MS
mschoen25
Updated 29 Dec 2025
Read Narrative
LULU logo
lululemon athletica
21.3% undervalued intrinsic discount

Lululemon Got Boring Right About the Time It Got Cheap. That's Usually the Point

View narrative
TR
tripledub
Recommended Voice
tripledub
Updated 5 Jun
Read Narrative
LULU logo
lululemon athletica
55.7% undervalued intrinsic discount

Lululemon - A Fundamental and Historical Valuation

View narrative
AN
andre_santos
andre_santos
Published 19 Mar
Read Narrative
LULU logo
lululemon athletica
33.0% undervalued intrinsic discount

LULU: Why Lululemon’s Wellness Ecosystem Still Has Room to Grow

View narrative
YI
yiannisz
Updated 1 Feb
Read Narrative
LULU logo
lululemon athletica
7.6% undervalued intrinsic discount

Renewed Market Caution Will Drive Momentum Shifts Amid Competitive Pressure

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 29 Jul
Read Narrative
Load more narratives

Trending Discussion

BO
LULU logo

Quite a well reasoned analysis and I am compelled to add to my position. However, a key part I think is missing, is the generational 'war', which is something I have often heard anecdotally, yet consumer sentiment online seems to bear it out. Specifically that, LULU is trying to preserve enough technical credibility for the 35–50-year-old woman who built the company while making products hip enough for her 13-year-old daughter. While at the same time, chasing fashion-conscious 22-year-olds who are migrating toward Alo, Skims, Vuori, Aritzia, Free People Movement and cheaper dupes. The danger isn't that nobody likes Lulu. It's that nobody quite knows whom Lulu is for anymore. This needs to be the prime focus for the incoming CEO.

0
|
0
RO
LULU logo

When do you project that the $161 fair value will be reached?

0
|
0
MI
LULU logo

Appreciate the analysis. I love the idea of buying at a discount and I think LuLu can turn the boat around. Any thoughts on how successful the new CEO might be?

0
|
0

Recently Updated Narratives

HA
HarishPK
LULU logo

Quantifying the Transition: Why Lululemon’s Moat Remains Intact

Fair Value: US$161.8 27.1% undervalued intrinsic discount
45 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
TR
tripledub
LULU logo

Lululemon Guided Soft in March and Softer in June. I'm Buying the Second Punch

Fair Value: US$150 21.3% undervalued intrinsic discount
41 fair values setusers have set this as their fair value
9 commentsusers have commented on this narrative
1 likeusers have liked this narrative
AN
andre_santos
LULU logo

Lululemon - A Fundamental and Historical Valuation

Fair Value: US$266.14 55.7% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and fair value.

0 Risks
2 Rewards
View Full Analysis

lululemon athletica inc. Key Details

US$11.2b

Revenue

US$5.0b

Cost of Revenue

US$6.2b

Gross Profit

US$4.8b

Other Expenses

US$1.5b

Earnings

Last Reported Earnings
May 03, 2026
Next Reporting Earnings
Sep 03, 2026
12.85
55.70%
13.03%
0%
View Full Analysis

About LULU

Founded
1998
Employees
39000
CEO
Meghan Frank
WebsiteView website
corporate.lululemon.com

lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China, Hong Kong, Taiwan, Macau, Greece, and internationally. It offers pants, shorts, tops, and jackets for athletic activities, such as yoga, running, training, and other activities. The company also provides fitness-inspired accessories. It sells its products through company-operated stores; seasonal stores, pop-ups, university campus retailers, and yoga and fitness studios; outlets; Like New, a re-commerce program; and its e-commerce website. The company was founded in 1998 and is based in Vancouver, Canada.

Recent LULU News & Updates

Seeking Alpha • Aug 10

lululemon: International Growth, Execution Improvements And Low Valuation

Summary lululemon is rated a Buy, with valuation reflecting overly pessimistic assumptions about permanent earnings impairment. International growth, especially in China, is robust and high-margin, offsetting weak U.S. performance and supporting the investment thesis. Operational improvements—inventory management, SKU reduction, and merchandising—are not fully reflected in FY2026 guidance, creating upside potential. Margin headwinds from tariffs and markdowns are expected to moderate, positioning LULU for earnings recovery and favorable risk-reward. Read the full article on Seeking Alpha
User avatar
Narrative Update • Jul 29

LULU: New CEO Reset And Brand Repair Efforts Will Take Years

The analyst price target for Lululemon Athletica has been reduced from $132.16 to $127.73, as analysts factor in softer sales trends, lower revenue growth assumptions, slightly slimmer profit margins, and a modestly lower future P/E multiple following a series of cautious research updates across the sector. Analyst Commentary Recent research on Lululemon Athletica presents a mixed picture, with most analysts trimming price targets and reassessing earnings power after the latest results and guidance.

Recent updates

No updates

lululemon athletica inc. Competitors

NKE logo

NIKE

Symbol: NYSE:NKE
Market cap: US$57.9b
GRMN logo

Garmin

Symbol: NYSE:GRMN
Market cap: US$54.8b
DHI logo

D.R. Horton

Symbol: NYSE:DHI
Market cap: US$40.4b
SN logo

SharkNinja

Symbol: NYSE:SN
Market cap: US$27.1b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide