Lululemon Athletica Inc. (LULU)

CA — Consumer Cyclical Sector
Peers: BURL  DKS  GPC  RL  PKG  IHG  AMCR  APTV  BBY  CASY 

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Key Metrics & Ratings

  • symbol LULU
  • Rev/Share 93.4179
  • Book/Share 40.0871
  • PB 5.2129
  • Debt/Equity 0.371
  • CurrentRatio 1.508
  • ROIC 0.2582

 

  • MktCap 23444352868.0
  • FreeCF/Share 9.8549
  • PFCF 20.0697
  • PE 14.2299
  • Debt/Assets 0.2504
  • DivYield 0
  • ROE 0.3922

 

  • Rating A
  • Score 4
  • Recommendation Buy
  • P/E Score 3
  • DCF Score 5
  • P/B Score 2
  • D/E Score 3

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade LULU Jefferies Underperform Hold -- $170 Dec. 12, 2025
Reiterated LULU Telsey Advisory Group -- Market Perform $200 $215 Dec. 12, 2025
Initiation LULU Guggenheim -- Neutral -- -- Dec. 10, 2025
Upgrade LULU BNP Paribas Exane Underperform Neutral -- $146 Oct. 20, 2025
Downgrade LULU Bernstein Outperform Market Perform -- $190 Oct. 16, 2025
Downgrade LULU Needham Buy Hold -- -- Sept. 25, 2025
Downgrade LULU Robert W. Baird Outperform Neutral -- $195 Sept. 23, 2025
Downgrade LULU HSBC Securities Buy Hold -- $175 Sept. 11, 2025
Downgrade LULU KeyBanc Capital Markets Overweight Sector Weight -- -- Sept. 9, 2025
Downgrade LULU Evercore ISI Outperform In-line -- $180 Sept. 5, 2025

News

These 3 Consumer Stocks Just Authorized Big-Time Buyback Programs
ETSY, KR, LULU
Published: December 29, 2025 by: MarketBeat
Sentiment: Neutral

Three consumer goods stocks recently announced significant share repurchase authorizations, and all three now have buyback capacity equal to 5% or more of their market capitalization.

Read More
image for news These 3 Consumer Stocks Just Authorized Big-Time Buyback Programs
Lululemon founder wages proxy battle to revamp board as struggling leggings retailer seeks new CEO
LULU
Published: December 29, 2025 by: New York Post
Sentiment: Negative

“The recent CEO change announcement was the third total failure of board oversight with no clear succession plan in place,” said Lululemon founder Chip Wilson.

Read More
image for news Lululemon founder wages proxy battle to revamp board as struggling leggings retailer seeks new CEO
lululemon Stock Jumps 14% in a Month: Buy the Rally or Hold Tight?
LULU
Published: December 29, 2025 by: Zacks Investment Research
Sentiment: Positive

LULU rises 14% in a month, led mainly by strong Q3 results and a raised outlook, as investors weigh international momentum against U.S. and margin headwinds.

Read More
image for news lululemon Stock Jumps 14% in a Month: Buy the Rally or Hold Tight?
Lululemon stock faces fresh proxy fight from founder Chip Wilson
LULU
Published: December 29, 2025 by: Invezz
Sentiment: Negative

Lululemon Athletica (NASDAQ: LULU) is in focus today after its founder, Chip Wilson, reignited tensions with the company's leadership – announcing a proxy battle aimed at reshaping the board.

Read More
image for news Lululemon stock faces fresh proxy fight from founder Chip Wilson
Why Lululemon founder Chip Wilson wants to shake up the board ahead of CEO's departure
LULU
Published: December 29, 2025 by: Market Watch
Sentiment: Negative

Lululemon founder Dennis “Chip” Wilson is making noise again, launching a proxy battle to put his stamp on the struggling yoga-gear retailer as it looks for new leadership.

Read More
image for news Why Lululemon founder Chip Wilson wants to shake up the board ahead of CEO's departure
Lululemon founder launches proxy fight amid leadership transition
LULU
Published: December 29, 2025 by: Proactive Investors
Sentiment: Negative

Lululemon Athletica Inc (NASDAQ:LULU) is facing a renewed proxy challenge from its founder and second-largest shareholder, Chip Wilson, as the apparel maker navigates a leadership transition and signs of slowing momentum. According to a Wall Street Journal report, Wilson formally launched a proxy fight seeking changes to Lululemon's board of directors, days after the company announced that CEO Calvin McDonald would step down in January 2026.

Read More
image for news Lululemon founder launches proxy fight amid leadership transition
Could Lululemon Be a Multimillionaire-Maker Stock?
LULU
Published: December 24, 2025 by: The Motley Fool
Sentiment: Positive

Lululemon's sales in the U.S. have been disappointing. The business still has a powerful brand that supports its impressive profits.

Read More
image for news Could Lululemon Be a Multimillionaire-Maker Stock?
What Does Lululemon Need: Discipline or Inspiration?
LULU
Published: December 22, 2025 by: WSJ
Sentiment: Neutral

A turnaround at the athletic apparel company will take more than just management chops.

Read More
image for news What Does Lululemon Need: Discipline or Inspiration?
Is LULU Stock a Buy After the CEO Announced His Resignation?
LULU
Published: December 21, 2025 by: The Motley Fool
Sentiment: Negative

Lululemon stock is down more than 40% in the past five years. The brand's founder and former CEO, Chip Wilson, has been outspoken in his criticisms of company leadership and the board of directors.

Read More
image for news Is LULU Stock a Buy After the CEO Announced His Resignation?
3 Must-Know Facts About Lululemon Before You Buy the Stock
LULU
Published: December 21, 2025 by: The Motley Fool
Sentiment: Positive

Lululemon has carved out a niche in the competitive apparel industry with its premium brand. Sales in the U.S. have come under immense pressure, while demand in China is robust.

Read More
image for news 3 Must-Know Facts About Lululemon Before You Buy the Stock
A Big Activist Investor Is Eyeing Lululemon's Turnaround. Its First Move: Suggesting a CEO
LULU
Published: December 18, 2025 by: Investopedia
Sentiment: Positive

Lululemon needs a new CEO. One investor's preferred candidate might not be a a stretch.

Read More
image for news A Big Activist Investor Is Eyeing Lululemon's Turnaround. Its First Move: Suggesting a CEO
Lululemon Cheaper Than Nike? Elliott Deal Highlights Disconnect
LULU, NKE
Published: December 18, 2025 by: Benzinga
Sentiment: Neutral

Lululemon Athletica Inc (NASDAQ: LULU) and Nike Inc (NYSE: NKE) are navigating similar consumer slowdowns, but the stock market is treating them like entirely different businesses. One trades like a premium franchise.

Read More
image for news Lululemon Cheaper Than Nike? Elliott Deal Highlights Disconnect
lululemon vs. Guess: Which Apparel Big-Wig has a Competitive Edge?
GES, LULU
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Positive

LULU drives premium athleisure growth with global expansion, while GES leans on international scale and margin gains.

Read More
image for news lululemon vs. Guess: Which Apparel Big-Wig has a Competitive Edge?
Can lululemon's "Power of Three x2" Strategy Still Hit FY26 Targets?
LULU
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Negative

LULU's "Power of Three x2" strategy aims to double men's, digital and international revenues by FY26, but U.S. softness and margin pressure test execution.

Read More
image for news Can lululemon's "Power of Three x2" Strategy Still Hit FY26 Targets?
Elliott Management amasses $1B stake in Lululemon as battle for new CEO heats up
LULU
Published: December 18, 2025 by: New York Post
Sentiment: Positive

New York City-based Elliott Management is working closely with former Ralph Lauren executive Jane Nielson whom the hedge fund sees as a leading candidate to reverse Lululemon's decline.

Read More
image for news Elliott Management amasses $1B stake in Lululemon as battle for new CEO heats up
Michael Burry Was Early, Elliott Is Here: What's Next For Lululemon Stock?
LULU
Published: December 18, 2025 by: Benzinga
Sentiment: Positive

Lululemon Athletica, Inc. (NASDAQ: LULU) shares climbed Thursday as Wall Street digested news of activist firm Elliot Management's $1 billion stake in the athleisure clothing retailer.

Read More
image for news Michael Burry Was Early, Elliott Is Here: What's Next For Lululemon Stock?
Elliott Management takes stake in Lululemon, Hut 8 CEO talks Anthropic data center partnership
HUT, LULU
Published: December 18, 2025 by: Yahoo Finance
Sentiment: Positive

Yahoo Finance executive editor Brian Sozzi breaks down the latest market news for December 18, 2025. Activist investor Elliott Management has taken a $1 billion stake in Lululemon.

Read More
image for news Elliott Management takes stake in Lululemon, Hut 8 CEO talks Anthropic data center partnership
Lululemon gains on news activist Elliott proposes Ralph Lauren veteran as CEO
LULU
Published: December 18, 2025 by: Proactive Investors
Sentiment: Positive

Activist hedge fund Elliott Management has taken a stake of more than $1 billion in Lululemon Athletica Inc (NASDAQ:LULU) and is urging the Vancouver-based retailer to consider Jane Nielsen, a former finance and operations chief at Ralph Lauren, as its next CEO, the Wall Street Journal reported Thursday. Elliott, now one of Lululemon's largest shareholders, has been working closely with Nielsen, who helped double Ralph Lauren's shares and improve margins during her tenure as CFO and COO until earlier this year.

Read More
image for news Lululemon gains on news activist Elliott proposes Ralph Lauren veteran as CEO
Retail Stock Extends Recovery With Billion-Dollar Boost
LULU
Published: December 18, 2025 by: Schaeffers Research
Sentiment: Positive

Lululemon Athletica Inc (NASDAQ:LULU) stock is surging this morning, last seen up 7% at $222.47, after news broke that Elliott Investment Management has taken a $1 billion stake in the athletic clothing brand.

Read More
image for news Retail Stock Extends Recovery With Billion-Dollar Boost
Activist investor Elliott builds over $1 billion stake in Lululemon, puts forth CEO candidate
LULU
Published: December 18, 2025 by: CNBC
Sentiment: Positive

Elliott Investment Management has built a more than $1 billion stake in Lululemon. The activist investor is bringing a CEO candidate to the struggling retailer after it announced last week Calvin McDonald would step down in January.

Read More
image for news Activist investor Elliott builds over $1 billion stake in Lululemon, puts forth CEO candidate
Here is What to Know Beyond Why lululemon athletica inc. (LULU) is a Trending Stock
LULU
Published: December 17, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Lululemon (LULU). This makes it worthwhile to examine what the stock has in store.

Read More
image for news Here is What to Know Beyond Why lululemon athletica inc. (LULU) is a Trending Stock
Lululemon (LULU) International Revenue Performance Explored
LULU
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Neutral

Explore how Lululemon's (LULU) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

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image for news Lululemon (LULU) International Revenue Performance Explored
Lululemon's leadership change is a big positive for the business, says Jefferies' Randy Konik
JEF, LULU
Published: December 12, 2025 by: CNBC Television
Sentiment: Positive

Randy Konik, Jefferies senior analyst, joins 'Power Lunch' to discuss the firm's recent upgrade of Lululemon's stock, Konik's thoughts on Nike and much more.

Read More
image for news Lululemon's leadership change is a big positive for the business, says Jefferies' Randy Konik
Lululemon stock price gets a boost as CEO departs and buybacks rise. Is this the start of a turnaround?
LULU
Published: December 12, 2025 by: Fast Company
Sentiment: Positive

Lululemon might just be entering a new—and improved—era.

Read More
image for news Lululemon stock price gets a boost as CEO departs and buybacks rise. Is this the start of a turnaround?
Lululemon's shares spike on CEO's resignation — as founder warns of potential proxy battle
LULU
Published: December 12, 2025 by: New York Post
Sentiment: Negative

Lululemon Athletica's shares spiked Friday after the company's CEO Calvin McDonald announced his resignation amid declining US sales, with its founder putting the board on notice about a potential proxy battle.

Read More
image for news Lululemon's shares spike on CEO's resignation — as founder warns of potential proxy battle
Lululemon CEO Calvin McDonald to step down
LULU
Published: December 12, 2025 by: Fox Business
Sentiment: Negative

Lululemon CEO Calvin McDonald will step down in the first quarter of 2026 as the athleisure clothing brand faces significant competition challenges.

Read More
image for news Lululemon CEO Calvin McDonald to step down
lululemon Surpasses Revenues & Earnings in Q3, Lifts FY25 View
LULU
Published: December 12, 2025 by: Zacks Investment Research
Sentiment: Positive

LULU tops Q3 revenue and EPS estimates on strong international gains, even as margins weaken and Americas results soften.

Read More
image for news lululemon Surpasses Revenues & Earnings in Q3, Lifts FY25 View
lululemon Stock: Time To Buy Hand Over Fist
LULU
Published: December 12, 2025 by: Seeking Alpha
Sentiment: Positive

lululemon athletica inc. is a compelling turnaround play, rated Strong Buy due to discounted valuation and robust international growth. LULU posted Q3 revenue of $2.56B (+6.7% Y/Y) and GAAP EPS of $2.59, beating expectations despite margin pressures from tariffs and discounts. International markets, especially China (sales +46% Y/Y), are driving growth, offsetting weakness in the Americas and supporting a higher long-term growth trajectory.

Read More
image for news lululemon Stock: Time To Buy Hand Over Fist
Lululemon's CEO search, Broadcom earnings, what AI could mean for the Fed and inflation
AVGO, LULU
Published: December 12, 2025 by: Yahoo Finance
Sentiment: Neutral

Morning Brief host Julie Hyman takes a look at several of the day's developing stories on December 12, 2025. Yahoo Finance senior reporters Brooke DiPalma and Dan Howley join the program to discuss Lululemon's latest CEO search and Broadcom's stock reaction to the chip company's fiscal fourth quarter earnings results.

Read More
image for news Lululemon's CEO search, Broadcom earnings, what AI could mean for the Fed and inflation
Lululemon sparks hopes of reset with CEO exit, back-to-basics focus
LULU
Published: December 12, 2025 by: Reuters
Sentiment: Positive

Lululemon Athletica's shares surged 10% in premarket trading on Friday as a CEO shake-up sparked hopes of a turnaround at the yogawear maker looking to revive its sluggish U.S. business and win back younger, affluent shoppers.

Read More
image for news Lululemon sparks hopes of reset with CEO exit, back-to-basics focus

About Lululemon Athletica Inc. (LULU)

  • IPO Date 2007-07-27
  • Website https://www.lululemon.com
  • Industry Apparel - Retail
  • CEO Calvin R. McDonald
  • Employees 39000

lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails athletic apparel and accessories for women and men. It operates in two segments, Company-Operated Stores and Direct to Consumer. The company offers pants, shorts, tops, and jackets for healthy lifestyle and athletic activities, such as yoga, running, and training, as well as other sweaty pursuits. It also provides fitness-related accessories and footwear. The company sells its products through a chain of company-operated stores; outlets and warehouse sales; interactive workout platform; a network of wholesale accounts, such as yoga studios, health clubs, and fitness centers; temporary locations; and license and supply arrangements, as well as directly to consumer through mobile apps and lululemon.com e-commerce website. As of January 30, 2022, it operated 574 company-operated stores under the lululemon brand in the United States, Canada, the People's Republic of China, Australia, the United Kingdom, Japan, New Zealand, Germany, South Korea, Singapore, France, Malaysia, Sweden, Ireland, the Netherlands, Norway, and Switzerland. lululemon athletica inc. was founded in 1998 and is based in Vancouver, Canada.