LULU

Lululemon Athletica Inc

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Advanced Chart

191.140

-5.37(-2.733%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

198.100

Open

197.700

VWAP

192.32

Vol

3.15M

Mkt Cap

22.91B

Low

189.770

Amount

606.60M

EV/EBITDA(TTM)

7.46

Total Shares

126.01M

22.24B

EV/OCF(TTM)

10.98

P/S(TTM)

2.24

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q4

FY2026Q3

FY2026Q2

3.73B

+3.4%

6.205

+1.05%

2.57B

+7.41%

2.984

+3.96%

2.55B

+7.6%

2.901

-7.89%

Estimates Revision

The market is revising Upward the revenue expectations for lululemon athletica inc. (LULU) for FY2026, with the revenue forecasts being adjusted by 0.46% over the past three months. During the same period, the stock price has changed by -30.67%.

Revenue Estimates for FY2026

Revise Upward

+0.46%

In Past 3 Month

EPS Estimates for FY2026

Revise Downward

-1.59%

In Past 3 Month

Stock Price

Go Down

-30.67%

In Past 3 Month

26 Analyst Rating

56.31% Upside

Wall Street analysts forecast LULU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LULU is 298.77 USD with a low forecast of 175.00 USD and a high forecast of 405.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

13 Buy

11 Hold

2 Sell

Moderate Buy

56.31% Upside

Current: 191.140

Low

175.00

Averages

298.77

High

405.00

56.31% Upside

Current: 191.140

Low

175.00

Averages

298.77

High

405.00

Wells Fargo

Ike Boruchow

Equal Weight

downgrade

$270 -> $225

2025-08-04

New

Reason

Wells Fargo

Ike Boruchow

Price Target

$270 -> $225

2025-08-04

New

downgrade

Equal Weight

Reason

Wells Fargo analyst Ike Boruchow lowered the firm's price target on Lululemon to $225 from $270 and keeps an Equal Weight rating on the shares. The firm believes the Lululemon story remains in a tough spot. Lowering full year EPS to low end of plan, Wells remains sidelined and sees 3 key concerns, namely lack of U.S. comparable sales visibility, China growth trajectory, and second half of the year margin headwinds.

Piper Sandler

Neutral

downgrade

$270 -> $200

2025-07-29

Reason

Piper Sandler

Price Target

$270 -> $200

2025-07-29

downgrade

Neutral

Reason

Piper Sandler lowered the firm's price target on Lululemon to $200 from $270 and keeps a Neutral rating on the shares. The firm says that the decline in Lululemon's shares this year is driven by correction in the multiple, with estimates down only modestly--with product execution still not fixed and sale section growing, there could be further risk to estimates.

Jefferies

Underperform

downgrade

$175 -> $160

2025-07-24

Reason

Jefferies

Price Target

$175 -> $160

2025-07-24

downgrade

Underperform

Reason

Jefferies lowered the firm's price target on Lululemon to $160 from $175 and keeps an Underperform rating on the shares. Lulu recently opened its first Italian store in Milan, but Alo Yoga is close behind with a smaller, likely more efficient Rome location, notes the analyst, who believes incremental ROIC continues to erode despite the company's international ambitions. The firm continues to see "a significant cut to earnings ahead" with China softening, U.S. markdowns rising, and Europe unlikely to offset the pressure, the analyst tells investors.

JPMorgan

Matthew Boss

Overweight

Neutral

downgrade

$224

2025-07-22

Reason

JPMorgan

Matthew Boss

Price Target

$224

2025-07-22

downgrade

Overweight

Neutral

Reason

JPMorgan analyst Matthew Boss downgraded Lululemon to Neutral from Overweight with a $224 price target.

JPMorgan

Matthew Boss

Overweight -> Neutral

downgrade

$303 -> $224

2025-07-22

Reason

JPMorgan

Matthew Boss

Price Target

$303 -> $224

2025-07-22

downgrade

Overweight -> Neutral

Reason

JPMorgan analyst Matthew Boss downgraded Lululemon to Neutral from Overweight with a price target of $224, down from $303. Field work shows that while consumers are responding favorably to Lululemon's new product and fabric innovation, this is being more than offset by customers not responding as well to the updated core-seasonal colors, which represents an estimated 40% of the inventory mix, the analyst tells investors in a research note. JPMorgan says that in addition to Lululemon-specific conversion rate headwinds due to product assortment challenges, management has noted Americas same-store-sales growth constraints associated with a decrease in store traffic amid a challenged macro backdrop. As a result, the firm sees Lululemon missing its fiscal 2026 analyst day plan.

Goldman Sachs

Neutral

downgrade

$285 -> $251

2025-07-22

Reason

Goldman Sachs

Price Target

$285 -> $251

2025-07-22

downgrade

Neutral

Reason

Goldman Sachs lowered the firm's price target on Lululemon to $251 from $285 and keeps a Neutral rating on the shares. The firm updated its estimates for the U.S. apparel and softlines sector to reflect prevailing tariff rates - including 30% for China; 20% for Vietnam; 19% for Indonesia and 10% for the rest of the world - and adjusted its price targets accordingly. Overall for the group, the firm remains constructive on the resiliency of the consumer and does not see meaningful downside risk to sales estimates this quarter, but sees several risk factors "worth watching."

See All Ratings

Valuation Metrics

The current forward P/E ratio for Lululemon Athletica Inc (LULU.O) is 13.34, compared to its 5-year average forward P/E of 34.64. For a more detailed relative valuation and DCF analysis to assess Lululemon Athletica Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Undervalued

5Y Average PE

34.64

Current PE

13.34

Overvalued PE

47.80

Undervalued PE

21.49

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Undervalued

5Y Average EV/EBITDA

21.19

Current EV/EBITDA

7.95

Overvalued EV/EBITDA

29.16

Undervalued EV/EBITDA

13.22

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Undervalued

5Y Average PS

5.45

Current PS

2.05

Overvalued PS

7.35

Undervalued PS

3.55