Lululemon Athletica Inc. (LULU)
Lululemon shares sink on slashed guidance, Q2 revenue miss
Lululemon Athletica Inc (NASDAQ:LULU) shares tumbled as the athletic apparel firm downwardly revised its full-year earnings guidance, citing challenges in its US business. The company now expects full-year revenue in the range of $10.85 billion to $11 billion, under the prior $11 billion to $11.1 billion range.
Lululemon Cuts Its Outlook as Sales Slow and Tariffs Squeeze Profits. Its Stock Is Plunging
Lululemon Athletica (LULU) shares plunged Friday, after the athletic apparel retailer lowered its outlook, pointing to sluggish demand and higher tariffs.
Lululemon is feeling the squeeze, and its CEO says the brand's gotten predictable
Lululemon's CEO said some product cycles have run too long and customers have stopped responding. Lululemon faces challenges from tariffs, consumer spending shifts, and excessive discounts.
lululemon: The Market Is Overlooking Runway For Expansion
lululemon athletica's resilient business model and strong brand have been excessively discounted, presenting a compelling long-term opportunity despite recent stock underperformance. Store expansion, especially internationally, and superior ROIC per store versus peers indicate a long runway for growth before saturation. Cyclical industry headwinds and macro uncertainty have weighed on results, but improving consumer sentiment and potential rate cuts could drive a rebound.
Lululemon Embraces AI to Accelerate Design and Go-to-Market Processes
Lululemon Athletica aims to leverage artificial intelligence (AI) and technology to enhance its ability to develop new products and bring them to market. While reporting that the athletic apparel, footwear and accessories company is “not happy with the current results in the U.S. business,” Lululemon CEO Calvin McDonald said Thursday (Sept.
Lululemon shares tumble as weak demand, tariffs spark profit warning: ‘Lost its innovation edge'
The company said it plans to take strategic and modest price hikes to reduce tariff impact, alongside attempts to cut costs and negotiate with vendors.
Lululemon: There's Salvage Value Here As International Growth Steps Up (Upgrade)
I'm upgrading lululemon athletica inc. to a Buy after its stock crashed ~15% post-Q2 earnings, leading to a ~50% year-to-date decline. International sales, especially in China, are accelerating and now comprise over a quarter of revenue, offsetting U.S. weakness and providing a path for future LULU growth. Lululemon maintains rich gross margins in the high 50s and holds hefty cash reserves, giving flexibility for buybacks or growth initiatives.
Lululemon's shares slide as retailer cuts outlook amid ‘industry-wide challenges'
Shares of Lululemon Athletica Inc. tumbled after hours on Thursday after the yoga-wear maker cut its full-year outlook, citing costs related to U.S. tariffs on imports.
Lululemon shares plunge as earnings guidance falls well short of estimates
Lululemon beat second-quarter earnings and revenue estimates, but issued a weak 2025 outlook. The company said the impact of tariffs and the removal of the de minimis exception are hitting its sales.
lululemon's Q2 Earnings Echo Tariff & Cost Headwinds: Buy Now or Sell?
LULU faces tariffs, cost pressures and slowing U.S. traffic, but international growth and digital initiatives support its long-term strategy.
LULU: Why I'm Buying This Premium Company Before Earnings
Lululemon presents a rare classic value investment opportunity, prompting me to initiate a substantial personal position. The company boasts strong profitability and a fortress balance sheet, supporting long-term stability and growth. Insider ownership and interest from prominent investors signal aligned incentives and confidence in management decisions.
Is lululemon Women's Category Growth Enough to Offset Margin Strains?
LULU's women's business is driving strong demand and market share gains, but rising tariffs, FX losses and higher costs threaten near-term margins.
