Shares of Lululemon Athletica Inc (NASDAQ:LULU) were on track to close 4.6% higher on Wednesday, but analysts say the retailer faces continued challenges in North America and lacks a clear leadership path to drive recovery. Jefferies analysts reiterated a Hold rating on the stock with a $170 price target, citing “green shoots” in full-price selling but noting that overall guidance remains soft.
Lululemon Athletica (NASDAQ:LULU) stock is up 5% in Wednesday afternoon trading, with shares climbing to $167 from a prior close of $159.27.
LULU beats Q4 estimates with strong international growth, but margin pressure from tariffs, markdowns and higher costs drags down profits.
Lululemon says it's looking to sell more clothes at full price this year, as it works to shore up declining margins. Could its plans help inject some fresh enthusiasm into the stock?
Lululemon Athletica (NASDAQ: LULU) reported Q4 fiscal 2025 earnings after the close on March 17, 2026, delivering beats on both revenue and earnings per share.
Lululemon announced plans to boost full-price sales by reducing markdowns. The move is one step in the brand's plan to return to its premium positioning.
lululemon athletica inc. (LULU) Q4 2026 Earnings Call Transcript
Although the revenue and EPS for Lululemon (LULU) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Lululemon (LULU) came out with quarterly earnings of $5.01 per share, beating the Zacks Consensus Estimate of $4.76 per share. This compares to earnings of $6.14 per share a year ago.
Yoga-wear maker reports results as founder tries to shake up board. The company said it had appointed a former Levi's CEO as a new director.
Lululemon Athletica Inc (NASDAQ:LULU) reported fourth quarter results that exceeded Wall Street expectations, supported by stronger-than-anticipated earnings and continued growth in its international business. For the quarter ended February 1, 2026, the athletic apparel retailer posted revenue of $3.6 billion, compared with the consensus $3.58 billion.
Lululemon gave weaker-than-expected sales and earnings forecasts for its fiscal 2026. The company topped Wall Street's expectations for its fiscal fourth quarter.