Lululemon (LULU) Removes New Collection Amid Customer Complaints, Shares Drop 6%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Should l Buy LULU?
Source: stocktwits
- Collection Removal: Lululemon swiftly removed the ‘Get Low’ collection from its website due to customer complaints about the sheerness of the tights, although the collection remains available in North American stores, potentially impacting brand reputation and customer trust.
- Stock Price Decline: Following this news, Lululemon's shares fell 6% on Tuesday, reflecting market concerns regarding the company's product quality and responsiveness to customer feedback, which may lead to decreased investor confidence.
- Financial Outlook: Last week, Lululemon projected fourth-quarter fiscal 2025 net revenue to reach between $3.500 billion and $3.585 billion, indicating strong sales performance during the holiday period despite facing product quality issues.
- Shareholder Dynamics: Founder Chip Wilson is attempting to remove private equity firm Advent from the board through a proxy fight, although he is not seeking a board seat himself, this move could influence the company's governance structure and future strategic direction.
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Analyst Views on LULU
Wall Street analysts forecast LULU stock price to rise
22 Analyst Rating
1 Buy
21 Hold
0 Sell
Hold
Current: 158.190
Low
146.00
Averages
207.12
High
303.00
Current: 158.190
Low
146.00
Averages
207.12
High
303.00
About LULU
lululemon athletica inc. is a technical athletic apparel, footwear, and accessories company. The Company organizes its operations into four regional markets: the Americas, China Mainland, Asia Pacific (APAC), and Europe and the Middle East (EMEA). It conducts its business through a number of different channels in each market, including the Company-operated stores, e-commerce, temporary locations, wholesale, outlets, a re-commerce program, and license and supply arrangements. The Company offers a comprehensive line of technical athletic apparel, footwear, and accessories marketed under the lululemon brand. Its apparel assortment includes items such as shorts, tops, and jackets designed for a healthy lifestyle, including athletic activities such as yoga, running, training, and most other activities. It also offers apparel designed for being on the move and fitness-inspired accessories. It operates stores in the United States, Canada, China Mainland, Australia, South Korea and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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