lululemon athletica Framtida tillväxt
Future kriterier kontrolleras 1/6
lululemon athletica s intäkter och intäkter förväntas minska med 0.5% respektive 4.5% per år. EPS förväntas falla med 1.2% per år. Avkastningen på eget kapital förväntas bli 25.9% om 3 år.
Viktig information
-4.5%
Tillväxttakt i vinsten
-1.20%
Tillväxttakt för EPS
| Luxury vinsttillväxt | 11.5% |
| Intäkternas tillväxttakt | -0.5% |
| Framtida avkastning på eget kapital | 25.87% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 14 Sep 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Seeking Alpha • Sep 15
lululemon: A Fall From Grace, But I'm Still Holding On (Rating Downgrade)
Summary lululemon reported weak Q2 results, with revenue down 3.2% y/y and core product sales, notably leggings, declining 20%. Operational performance was propped up by one-time tariff refunds; underlying margins and comps showed significant deterioration, especially in the Americas. Guidance was cut sharply, with Q3 EPS expected below $1, raising concerns about the sustainability of LULU's premium positioning and competitive moat. I downgrade LULU to 'hold' due to ongoing operational weakness but remain attentive to turnaround potential, strong cash flow, and balance sheet flexibility. Read the full article on Seeking Alpha
Uppdatering av berättelse • Sep 06
LULU: Repeated Guidance Cuts And Traffic Weakness Will Pressure Shares Under New CEO
The analyst fair value estimate for Lululemon has been reduced from $88.00 to $44.00 as analysts cut price targets across the sector, citing softer traffic, repeated guidance resets, and ongoing uncertainty around the earnings recovery and product assortment. Analyst Commentary Recent Street research on lululemon athletica points to a clear shift toward more cautious views.
Uppdatering av berättelse • Sep 04
I Promised to Tell You I Was Wrong in Writing. The Americas Comp Came In at Minus Twelve. Here Is the Writing.
Three months ago I wrote a sentence I now have to eat. "One more quarter worse than five percent down and I will be back here telling you I was wrong, in writing, without flinching." The quarter came.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • Jul 15
LULU: Brand Reset And New CEO Will Drive Multi Quarter Rebuild
Lululemon Athletica's analyst-derived fair value estimate has been cut from about $269 to about $196, as analysts factor in softer projected revenue growth, slightly lower profit margins, and a reduced future P/E. These revisions follow a broad round of price target reductions tied to weaker U.S. trends, product missteps, and ongoing brand repair.Uppdatering av berättelse • Jul 01
LULU: New CEO And Brand Reset Will Rebuild Long Term Confidence
Lululemon athletica's analyst-derived fair value has been reduced from $179.36 to $132.16, as analysts factor in lower revenue growth assumptions, a reduced future P/E multiple, and ongoing concerns around soft U.S. demand, product issues, and weaker traffic following the latest Q1 results and guidance cuts. Analyst Commentary Analysts covering Lululemon athletica have largely reset expectations following the latest Q1 report and guidance, with most recent research pointing to a more cautious stance on both execution and valuation.Uppdatering av berättelse • 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.Analysartikel • 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...
Ny berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Ny berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 1/31/2029 | 10,728 | 1,070 | 760 | 2,019 | 18 |
| 1/31/2028 | 10,374 | 962 | 673 | 1,629 | 32 |
| 1/31/2027 | 10,462 | 1,084 | 891 | 1,604 | 30 |
| 8/2/2026 | 11,094 | 1,418 | 1,354 | 1,982 | N/A |
| 5/3/2026 | 11,204 | 1,460 | 1,280 | 1,936 | N/A |
| 2/1/2026 | 11,103 | 1,579 | 922 | 1,602 | N/A |
| 11/2/2025 | 11,073 | 1,741 | 1,128 | 1,861 | N/A |
| 8/3/2025 | 10,904 | 1,786 | 1,168 | 1,912 | N/A |
| 5/4/2025 | 10,750 | 1,808 | 1,315 | 2,026 | N/A |
| 2/2/2025 | 10,588 | 1,815 | 1,583 | 2,273 | N/A |
| 10/27/2024 | 10,182 | 1,736 | 1,595 | 2,255 | N/A |
| 7/28/2024 | 9,989 | 1,633 | 1,699 | 2,345 | N/A |
| 4/28/2024 | 9,827 | 1,581 | 1,733 | 2,378 | N/A |
| 1/28/2024 | 9,619 | 1,550 | 1,644 | 2,296 | N/A |
| 10/29/2023 | 9,186 | 1,001 | 1,306 | 1,958 | N/A |
| 7/30/2023 | 8,839 | 1,007 | 969 | 1,634 | N/A |
| 4/30/2023 | 8,498 | 955 | 591 | 1,255 | N/A |
| 1/29/2023 | 8,111 | 855 | 328 | 966 | N/A |
| 10/30/2022 | 7,468 | 1,169 | 92 | 651 | N/A |
| 7/31/2022 | 7,061 | 1,102 | 238 | 744 | N/A |
| 5/1/2022 | 6,644 | 1,020 | 490 | 932 | N/A |
| 1/30/2022 | 6,257 | 975 | 995 | 1,389 | N/A |
| 10/31/2021 | 5,857 | 871 | 1,051 | 1,376 | N/A |
| 8/1/2021 | 5,524 | 827 | 974 | 1,243 | N/A |
| 5/2/2021 | 4,976 | 705 | 897 | 1,139 | N/A |
| 1/31/2021 | 4,402 | 589 | 574 | 803 | N/A |
| 11/1/2020 | 4,070 | 557 | 420 | 660 | N/A |
| 8/2/2020 | 3,869 | 539 | 427 | 679 | N/A |
| 5/3/2020 | 3,849 | 578 | N/A | 611 | N/A |
| 2/2/2020 | 3,979 | 646 | N/A | 669 | N/A |
| 11/3/2019 | 3,749 | 566 | N/A | 521 | N/A |
| 8/4/2019 | 3,581 | 534 | N/A | 583 | N/A |
| 5/5/2019 | 3,421 | 505 | N/A | 644 | N/A |
| 2/3/2019 | 3,288 | 484 | N/A | 743 | N/A |
| 10/28/2018 | 3,050 | 385 | N/A | 675 | N/A |
| 7/29/2018 | 2,921 | 350 | N/A | 597 | N/A |
| 4/29/2018 | 2,779 | 303 | N/A | 506 | N/A |
| 1/28/2018 | 2,649 | 259 | N/A | 489 | N/A |
| 10/29/2017 | 2,510 | 275 | N/A | 419 | N/A |
| 7/30/2017 | 2,436 | 284 | N/A | 387 | N/A |
| 4/30/2017 | 2,369 | 289 | N/A | 366 | N/A |
| 1/29/2017 | 2,344 | 303 | N/A | 386 | N/A |
| 10/30/2016 | 2,259 | 285 | N/A | 371 | N/A |
| 7/31/2016 | 2,194 | 270 | N/A | 368 | N/A |
| 5/1/2016 | 2,132 | 264 | N/A | 318 | N/A |
| 1/31/2016 | 2,061 | 266 | N/A | 298 | N/A |
| 11/1/2015 | 1,959 | 259 | N/A | 174 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: LULU s intäkter förväntas minska under de kommande 3 åren ( -4.5% per år).
Resultat vs marknad: LULU s intäkter förväntas minska under de kommande 3 åren ( -4.5% per år).
Höga tillväxtresultat: LULU s intäkter förväntas minska under de kommande 3 åren.
Intäkt vs marknad: LULU s intäkter förväntas minska under de kommande 3 åren ( -0.5% per år).
Hög tillväxtintäkter: LULU s intäkter förväntas minska under de kommande 3 åren ( -0.5% per år).
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: LULU s avkastning på eget kapital förväntas bli hög om 3 år ( 25.9 %)
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/18 03:46 |
| Aktiekurs vid dagens slut | 2026/09/18 00:00 |
| Intäkter | 2026/08/02 |
| Årlig intjäning | 2026/02/01 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
lululemon athletica inc. bevakas av 59 analytiker. 32 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| John Staszak | Argus Research Company |
| Mark Altschwager | Baird |
| Stacy Pak | Barclays |