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Author Program NEWCreate Narrative
LULU logo

lululemon athletica inc. Stock Price

NasdaqGS:LULU Community·US$11.4b Market Cap
  • 11 Narratives written by author
  • 15 Comments on narratives written by author
  • 682 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

LULU Share Price Performance

US$99.72
-64.18 (-39.16%)
​
US$127.73
Fair Value
US$99.72
-64.18 (-39.16%)
21.9% undervalued intrinsic discount
US$127.73
Fair Value
Price US$99.72
AnalystConsensusTarget US$127.73
HarishPK US$161.80
tripledub US$139.00
Wed, 29 Jul 26
Fair ValueUS$127.73
Share Pricen/a

LULU Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$127.73 21.9% undervalued intrinsic discount

Renewed Market Caution Will Drive Momentum Shifts Amid Competitive Pressure

3users have liked this narrative
4users have commented on this narrative
213users have followed this narrative
HA
HarishPK
HarishPK's
Fair Value
·
Fair Value US$161.8 38.4% undervalued intrinsic discount

Quantifying the Transition: Why Lululemon’s Moat Remains Intact

9users have liked this narrative
2users have commented on this narrative
45users have followed this narrative
TR
tripledub
tripledub's
Fair Value
·
Fair Value US$139 28.3% undervalued intrinsic discount

Lululemon Got Boring Right About the Time It Got Cheap. That's Usually the Point

34users have liked this narrative
9users have commented on this narrative
43users have followed this narrative
LULU logo
lululemon athletica
38.4% undervalued intrinsic discount

Quantifying the Transition: Why Lululemon’s Moat Remains Intact

View narrative
HA
HarishPK
Emerging Author
HarishPK
Published 10 Jun
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LULU logo
lululemon athletica
62.4% undervalued intrinsic discount

China Is Growing 46%, The Stock Is Down 47%. Growth and Value Outside the US Market.

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SE
SeanTho
Published 14 Mar
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LULU logo
lululemon athletica
57.7% undervalued intrinsic discount

Lululemon (LULU): Undervalued Growth in Premium Athleisure – High ROIC and Strong Cash Flow Support a Compelling Buy Thesis

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DS
DS2invest
DS2invest
Published 10 Jan
Read Narrative
LULU logo
lululemon athletica
57.5% undervalued intrinsic discount

Lululemon’s Chinese stores are getting better as Lulu US stores have a chance to become a contender in retail if they fix some flaws.

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FI
Financeguy123
Published 3 Jan
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LULU logo
lululemon athletica
28.3% undervalued intrinsic discount
Updated

Lululemon Got Boring Right About the Time It Got Cheap. That's Usually the Point

View narrative
TR
tripledub
Recommended Voice
tripledub
Updated 4 Sep
Read Narrative
LULU logo
lululemon athletica
70.2% undervalued intrinsic discount

Bullish case for Lululemon Athletica (LULU)

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MS
mschoen25
Updated 29 Dec 2025
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LULU logo
lululemon athletica
62.5% undervalued intrinsic discount

Lululemon - A Fundamental and Historical Valuation

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AN
andre_santos
andre_santos
Published 19 Mar
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LULU logo
lululemon athletica
43.4% undervalued intrinsic discount

LULU: Why Lululemon’s Wellness Ecosystem Still Has Room to Grow

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YI
yiannisz
Updated 1 Feb
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LULU logo
lululemon athletica
126.6% overvalued intrinsic discount
Updated

Flat US Revenues And Tariff Hikes Will Squeeze Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 6 Sep
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Trending Discussion

BO
LULU logo

Quite a well reasoned analysis and I am compelled to add to my position. However, a key part I think is missing, is the generational 'war', which is something I have often heard anecdotally, yet consumer sentiment online seems to bear it out. Specifically that, LULU is trying to preserve enough technical credibility for the 35–50-year-old woman who built the company while making products hip enough for her 13-year-old daughter. While at the same time, chasing fashion-conscious 22-year-olds who are migrating toward Alo, Skims, Vuori, Aritzia, Free People Movement and cheaper dupes. The danger isn't that nobody likes Lulu. It's that nobody quite knows whom Lulu is for anymore. This needs to be the prime focus for the incoming CEO.

1
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0
RO
LULU logo

When do you project that the $161 fair value will be reached?

0
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0
MI
LULU logo

Appreciate the analysis. I love the idea of buying at a discount and I think LuLu can turn the boat around. Any thoughts on how successful the new CEO might be?

0
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0

Recently Updated Narratives

TR
tripledub
LULU logo

I Promised to Tell You I Was Wrong in Writing. The Americas Comp Came In at Minus Twelve. Here Is the Writing.

Fair Value: US$139 28.3% undervalued intrinsic discount
43 fair values setusers have set this as their fair value
9 commentsusers have commented on this narrative
2 likesusers have liked this narrative
HA
HarishPK
LULU logo

Quantifying the Transition: Why Lululemon’s Moat Remains Intact

Fair Value: US$161.8 38.4% undervalued intrinsic discount
45 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
andre_santos
LULU logo

Lululemon - A Fundamental and Historical Valuation

Fair Value: US$266.14 62.5% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and fair value.

1 Risk
2 Rewards
View Full Analysis

lululemon athletica inc. Key Details

US$11.1b

Revenue

US$5.0b

Cost of Revenue

US$6.1b

Gross Profit

US$4.7b

Other Expenses

US$1.4b

Earnings

Last Reported Earnings
Aug 02, 2026
Next Reporting Earnings
n/a
12.81
54.89%
12.78%
0%
View Full Analysis

About LULU

Founded
1998
Employees
39000
CEO
Meghan Frank
WebsiteView website
corporate.lululemon.com

lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China, Hong Kong, Taiwan, Macau, Greece, and internationally. It offers pants, shorts, tops, and jackets for athletic activities, such as yoga, running, training, and other activities. The company also provides fitness-inspired accessories. It sells its products through company-operated stores; seasonal stores, pop-ups, university campus retailers, and yoga and fitness studios; outlets; Like New, a re-commerce program; and its e-commerce website. The company was founded in 1998 and is based in Vancouver, Canada.

Recent LULU News & Updates

User avatar
Narrative Update • Sep 06

LULU: Repeated Guidance Cuts And Traffic Weakness Will Pressure Shares Under New CEO

The analyst fair value estimate for Lululemon has been reduced from $88.00 to $44.00 as analysts cut price targets across the sector, citing softer traffic, repeated guidance resets, and ongoing uncertainty around the earnings recovery and product assortment. Analyst Commentary Recent Street research on lululemon athletica points to a clear shift toward more cautious views.

Recent updates

No updates

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