lululemon athletica Tidigare resultatutveckling
Tidigare kriterier kontrolleras 3/6
lululemon athletica har ökat intäkterna med en genomsnittlig årlig takt på 16.7%, medan Luxury -branschen såg intäkterna växer på 0.5% årligen. Intäkterna har varit växande med en genomsnittlig takt på 14.8% per år. lululemon athletica s avkastning på eget kapital är 30.2% och den har en nettomarginal på 13%.
Viktig information
16.69%
Tillväxttakt i vinsten
18.50%
Tillväxttakt för EPS
| Luxury Tillväxt i branschen | 12.25% |
| Intäkternas tillväxttakt | 14.76% |
| Avkastning på eget kapital | 30.25% |
| Nettomarginal | 13.03% |
| Senaste uppdateringen av resultatet | 03 May 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Seeking Alpha • Jun 24
lululemon: North America Panic, International Conviction
Summary lululemon athletica remains a Strong Buy despite a 50% stock drop and significant underperformance versus the benchmark. LULU trades at a multi-year low 10x forward P/E, a 36% discount to the sector median and well below peers like NKE and DECK. International sales strength and premium margins support the thesis that LULU is undervalued and the recent downtrend is overdone. The company’s low-leverage capital structure and potential for renewed top and bottom line growth could catalyze a market rerating. Read the full article on Seeking Alpha
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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur lululemon athletica tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 03 May 26 | 11,204 | 1,460 | 4,184 | 0 |
| 01 Feb 26 | 11,103 | 1,579 | 4,067 | 0 |
| 02 Nov 25 | 11,073 | 1,741 | 4,021 | 0 |
| 03 Aug 25 | 10,904 | 1,786 | 3,943 | 0 |
| 04 May 25 | 10,750 | 1,808 | 3,863 | 0 |
| 02 Feb 25 | 10,588 | 1,815 | 3,762 | 0 |
| 27 Oct 24 | 10,182 | 1,736 | 3,610 | 0 |
| 28 Jul 24 | 9,989 | 1,633 | 3,543 | 0 |
| 28 Apr 24 | 9,827 | 1,581 | 3,489 | 0 |
| 28 Jan 24 | 9,619 | 1,550 | 3,394 | 0 |
| 29 Oct 23 | 9,186 | 1,001 | 3,211 | 0 |
| 30 Jul 23 | 8,839 | 1,007 | 3,052 | 0 |
| 30 Apr 23 | 8,498 | 955 | 2,897 | 0 |
| 29 Jan 23 | 8,111 | 855 | 2,757 | 0 |
| 30 Oct 22 | 7,468 | 1,169 | 2,596 | 0 |
| 31 Jul 22 | 7,061 | 1,102 | 2,457 | 0 |
| 01 May 22 | 6,644 | 1,020 | 2,336 | 0 |
| 30 Jan 22 | 6,257 | 975 | 2,225 | 0 |
| 31 Oct 21 | 5,857 | 871 | 2,128 | 0 |
| 01 Aug 21 | 5,524 | 827 | 1,996 | 0 |
| 02 May 21 | 4,976 | 705 | 1,829 | 0 |
| 31 Jan 21 | 4,402 | 589 | 1,646 | 0 |
| 01 Nov 20 | 4,070 | 557 | 1,495 | 0 |
| 02 Aug 20 | 3,869 | 539 | 1,411 | 0 |
| 03 May 20 | 3,849 | 578 | 1,356 | 0 |
| 02 Feb 20 | 3,979 | 646 | 1,334 | 0 |
| 03 Nov 19 | 3,749 | 566 | 1,283 | 0 |
| 04 Aug 19 | 3,581 | 534 | 1,223 | 0 |
| 05 May 19 | 3,421 | 505 | 1,164 | 0 |
| 03 Feb 19 | 3,288 | 484 | 1,110 | 0 |
| 28 Oct 18 | 3,050 | 385 | 1,034 | 0 |
| 29 Jul 18 | 2,921 | 350 | 982 | 0 |
| 29 Apr 18 | 2,779 | 303 | 947 | 0 |
| 28 Jan 18 | 2,649 | 259 | 912 | 0 |
| 29 Oct 17 | 2,510 | 275 | 874 | 0 |
| 30 Jul 17 | 2,436 | 284 | 846 | 0 |
| 30 Apr 17 | 2,369 | 289 | 807 | 0 |
| 29 Jan 17 | 2,344 | 303 | 770 | 0 |
| 30 Oct 16 | 2,259 | 285 | 743 | 0 |
| 31 Jul 16 | 2,194 | 270 | 709 | 0 |
| 01 May 16 | 2,132 | 264 | 675 | 0 |
| 31 Jan 16 | 2,061 | 266 | 640 | 0 |
| 01 Nov 15 | 1,959 | 259 | 599 | 0 |
| 02 Aug 15 | 1,898 | 267 | 574 | 0 |
Kvalitetsintäkter: LULU har inkomster av hög kvalitet.
Växande vinstmarginal: LULU s nuvarande netto vinstmarginaler (13%) är lägre än förra året (16.8%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: LULU s intäkter har ökat med 16.7% per år under de senaste 5 åren.
Accelererande tillväxt: LULU s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.
Resultat vs industri: LULU hade negativ intäktstillväxt ( -19.3% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Luxury ( 18.9% ).
Avkastning på eget kapital
Hög ROE: LULU s avkastning på eget kapital ( 30.2% ) anses vara hög.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/29 05:06 |
| Aktiekurs vid dagens slut | 2026/06/26 00:00 |
| Intäkter | 2026/05/03 |
| 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 denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass 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. 30 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 |