Added to YB: 2025-06-11
Pitch date: 2025-06-06
LULU [neutral]
lululemon athletica inc.
-23.1%
current return
Author Info
No bio for this author
Company Info
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 Mainland, Hong Kong, Taiwan, Macau, and internationally.
Market Cap
$19.7B
Pitch Price
$266.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.70
P/E
11.28
EV/Sales
1.86
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Lululemon's earnings report plummeted 23%. What is the market punishing?
LULU (earnings update): Plunged 23% despite slight Q1 beat due to lowered FY EPS forecast ($14.58-14.78 from $14.95-15.15), US market weakness (-2% vs +6% international), and reduced gross margin outlook (-110bps vs -60bps) from tariff pressure. Even premium brands feel consumption contraction; valuation reset reflects new growth reality.
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