StockNASDAQ · US · USDConsumer Cyclical · Apparel Retail
$LULU
lululemon athletica inc.
lululemon designs, distributes, and sells technical athletic apparel, footwear, and accessories under the lululemon brand. Its products include clothing for yoga, running, training, and other activities, apparel for everyday movement, and fitness-inspired accessories. The company serves customers through company-operated stores, e-commerce websites and mobile apps, third-party online marketplaces, wholesale partners, outlets, temporary locations, its Like New re-commerce program, and licensed retail operations. It operates in 30 countries and reports three segments: Americas, China Mainland, and Rest of World, comprising Asia Pacific and Europe and the Middle East. lululemon makes money by selling products through these retail and distribution channels, including exchanging gently used items for merchandise credit and reselling them online through Like New. It is headquartered in Vancouver, British Columbia, Canada.
Lululemon Athletica (LULU) stock rose 19.5% in November 2026, despite a 33.9% drop over the past year. The company lowered its full-year outlook, expecting earnings per share of $9.48 to $9.73, down from $13.26 the prior year. Revenue fell 4.3% in the latest quarter, with challenges in China and changing consumer preferences in women's bottoms. The stock trades at 8.8 times earnings, below the S&P 500's 21.8 times.
lululemon (LULU) launched the Ventscape Run Vest, a cold-weather running product designed to maintain thermal comfort. The vest uses PrimaLoft ThermoPlume+ insulation and mesh fabric to regulate temperature. It was tested extensively and developed with input from athletes like Lewis Hamilton and Nikki Hiltz.
Lululemon (LULU) appointed Ben Hallam as Chief Brand Officer and Emily Sunderland as Chief Strategy Officer, effective November 9 and 23, 2026, respectively. The company continues to search for a Chief Technology Officer and Chief Communications Officer, as part of a leadership restructuring announced in October 2026.
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LULU sentiment & insider activity
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Lululemon Athletica (LULU) stock rose 19.5% in November 2026, despite a 33.9% drop over the past year. The company lowered its full-year outlook, expecting earnings per share of $9.48 to $9.73, down from $13.26 the prior year. Revenue fell 4.3% in the latest quarter, with challenges in China and changing consumer preferences in women's bottoms. The stock trades at 8.8 times earnings, below the S&P 500's 21.8 times.
lululemon (LULU) launched the Ventscape Run Vest, a cold-weather running product designed to maintain thermal comfort. The vest uses PrimaLoft ThermoPlume+ insulation and mesh fabric to regulate temperature. It was tested extensively and developed with input from athletes like Lewis Hamilton and Nikki Hiltz.
Lululemon (LULU) appointed Ben Hallam as Chief Brand Officer and Emily Sunderland as Chief Strategy Officer, effective November 9 and 23, 2026, respectively. The company continues to search for a Chief Technology Officer and Chief Communications Officer, as part of a leadership restructuring announced in October 2026.
Lululemon faces a securities class action lawsuit alleging it overstated its turnaround and failed to disclose weakening demand and disappointing product launches. The suit covers the period from March 18 to September 3, 2026, during which Lululemon revised its annual sales forecast from growth to a decline. The company's shares fell significantly following these revisions. Lululemon did not respond to requests for comment.
Lululemon plans to expand in China, upgrading stores and accelerating deliveries. The company aims to grow in segments like running, training, and menswear, citing rising consumer interest in active lifestyles. Q2 revenue in China rose 4% to $407.1M, but comparable sales fell 2%. Lululemon operates 178 stores in 47 cities and opened a new distribution center in Wuhan.
Google is expanding AI-powered shopping in Canada, allowing users to discover and purchase products from retailers like Lululemon, Shoppers Drug Mart, and Shopify merchants directly within the Gemini app or Google's AI search. The integration aims to streamline online shopping by combining product searches, recommendations, and checkout in one platform.
Lululemon (LULU) stock fell 48% in 2026 due to declining sales and a CEO change. Q2 2026 revenue dropped 4% to $2.4B, with gross profit down 1%. Nike (NKE), also struggling, expects a high-single-digit revenue decline in 2027 but offers a 4.1% dividend yield.
Nike (NKE) rose 7% to $41.02, leading a rally in consumer stocks. Deckers (DECK) gained 7% after raising earnings guidance, while Lululemon (LULU) climbed 6%. Nike's Q1 showed margin gains but falling sales. Analysts' price targets vary widely, with some bullish and others bearish on its turnaround.
Lululemon settled a Texas safety inquiry without fines or admissions of wrongdoing. Texas found no PFAS in Lululemon products. The agreement does not change Lululemon's products or practices, which already comply with restricted substances lists.
Lululemon Athletica (LULU) stock has dropped 74.6% from its January 2025 peak. As of November 3, 2026, its free cash flow yield was 11.2% of market value, higher than the S&P 500 median. The company generated $1.35 billion in free cash flow over the 12 months ended August 2, 2026, up from $1.17 billion a year earlier. Lululemon expects fiscal 2026 revenue of $10.4 billion, down from a previous forecast of $11.1 billion, citing lower traffic and weaker product response.