Lululemon Athletica Inc. (LULU)
LULU Downgrade, KMX Earnings Slide, SBUX Layoffs
It could be a bumpy road ahead for Carmax (KMX), as Diane King Hall dives into the earnings miss the company posted after hours on Wednesday. Starbucks (SBUX) continues its restructuring initiatives through a round of layoffs targeting 900 workers.
Another Lululemon bull jumps ship. Here's why the troubles are far from over.
Baird's Mark Altschwager is the latest analyst to tell investors to stop buying Lululemon's stock, as he sees a rise in the amount of marked-down merchandise for sale as a sign that a turnaround at the maker of yoga and gym clothing is at least six months away.
lululemon Q2 Metrics: Margin Squeezes as Tariffs & Markdowns Bite
LULU trims its fiscal 2025 outlook as tariffs, markdowns and weak U.S. demand weigh on margins and earnings momentum.
LULU Stock vs. NKE & UA
Lululemon's stock (NASDAQ: LULU) has seen a 55% fall so far this year due to reduced guidance, tariff challenges, and slower product growth. Once valued as a high-growth brand, Lululemon now trades at just 11 times its trailing earnings, which is lower than both its historical average and the S&P 500's 24 times multiple.
Why lululemon May Lose More Than Just Margin: The Pricing Power Dilemma
Lululemon appears undervalued on traditional metrics, but weak revenue growth and rising costs undermine its risk-reward profile—prompting my sell rating. Margin pressures from tariffs, supply chain costs, and heavy reliance on the Americas market threaten profitability and long-term growth. Lululemon's pricing power is eroding; further price hikes risk damaging brand loyalty, while absorbing costs reduces profitability.
Is lululemon's Earnings Outlook Still Aligned With Its Growth Story?
LULU trims its fiscal 2025 outlook as U.S. softness, tariffs and stale product cycles weigh on margins despite global gains.
lululemon: Cheap, For A Reason
I see a classical value trap here. The stock is trading at attractive multiples while reporting decent operating and free cash flows. My thesis revolves around the slowdown in the Americas (70% of consolidated revenue in Q2) and the bottom-line attrition due to tariffs and the end of de minimis. Specifically, gross margins face a 220 bps hit in 2025, while management cut the guidance for FY25 for both the top and the bottom line.
Interpreting Lululemon (LULU) International Revenue Trends
Evaluate Lululemon's (LULU) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
Lululemon Share Price Has Plenty of Room Left to Fall
After years of struggle, the downtrend in Lululemon NASDAQ: LULU shares is nearing its end. The Q2 release triggered a massive sell-off with the stock on track to hit long-term lows and arguably ultra-deep value levels.
Lululemon Q2: Don't Be Fooled, Still Not Cheap
Lululemon's Q2 EPS beat estimates, but revenue missed, guidance was slashed, and U.S. sales declined, signaling deeper business issues. Management admitted product fatigue and overreliance on casual wear, with tariffs adding significant margin headwinds through 2026. China and international growth are bright spots, but even these markets show early signs of fatigue and can't offset U.S. weakness.
Brands Like Lululemon Are Feeling 'De Minimis' Pain—But Some Companies Are Cheering
Online merchants aren't the only ones reeling from the end of the de minimis tax exemption.
Lululemon stock price is crashing today: Trump's tariffs and de minimis change are part of the reason why
Investors in athletic apparel maker Lululemon Athletica are seeing red this morning after the company reported its second-quarter fiscal 2025 results.
