Lululemon Athletica Inc

Lululemon Athletica Inc (LULU) Stock Analysis

$105.220

+0.631 (+0.60%)At close

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High
106.480
Open
103.360
VWAP
104.82
Volume
3.43M
Mkt Cap
38.85B
Low
102.760
Amount
360.03M
EV/EBITDA, TTM
6.79

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.

AI analysis of Lululemon Athletica Inc (LULU)

Hold

Lululemon is currently not a strong buy. The stock is priced at $99.01, with a forward P/E ratio of 10.74, suggesting it is relatively cheap compared to its earnings potential. However, the company has faced significant challenges, including a 4% revenue decline in Q2 2026 and a staggering 53.03% year-to-date drop in stock price, which raises concerns about future growth. The main risk is the declining consumer demand, with a reported 12% drop in comparable sales for Q2 2026, indicating potential further declines in revenue.

Analyst Ratings (35)

+96.84% upside
Buy
18 Buy
15 Hold
2 Sell
Current: 105.22
Low
146.00
Average
207.12
High
303.00

Citi

2026-09-09

Price Target

$117

Neutral

BMO Capital

2026-09-08

Price Target

$70

Underperform

Telsey Advisory

2026-09-04

Price Target

$110

Market Perform

Barclays

2026-09-04

Price Target

$95

Equal Weight

BNP Paribas

2026-09-04

Price Target

$44

Underperform

Valuation Metrics

The current forward P/E ratio for Lululemon Athletica Inc (LULU) is 10.02, compared to its 5-year average forward P/E of 24.81.

Forward P/E

Undervalued
5Y Average P/E
24.81
Current P/E
10.02
Overvalued
34.55
Undervalued
15.06

Forward EV/EBITDA

Undervalued
5Y Average EV/EBITDA
15.08
Current EV/EBITDA
6.79
Overvalued
21.41
Undervalued
8.75

Forward P/S

Undervalued
5Y Average P/S
3.85
Current P/S
1.18
Overvalued
5.55
Undervalued
2.14

Alphio AI Price Scenarios for LULU

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%LULU

$336.92

Scenario price

B

Base

Base · 50%LULU

$290.38

Scenario price

B

Bear

Bear · 25%LULU

$220.74

Scenario price

Whales holding LULU

C

Contrarius Investment Management Ltd.

+ HoldingLULU

+15.28%

3M Return

C

Capula Management Ltd

+ HoldingLULU

+6.98%

3M Return

F

Flossbach von Storch SE

+ HoldingLULU

+1.78%

3M Return

H

Hamblin Watsa Investment Counsel Ltd.

+ HoldingLULU

-4.12%

3M Return

Q

Quinn Opportunity Partners LLC

+ HoldingLULU

-10.21%

3M Return

Events Timeline

2026-10-26 (ET)

10:00:00

Comfort Systems USA Gains $80.78

2026-10-15 (ET)

19:30:00

CPI Exceeds Expectations, Market Sentiment Holds Steady

2026-10-07 (ET)

16:30:00

Lululemon Appoints New Senior Leadership Team to Drive Growth

2026-09-17 (ET)

15:30:00

Lululemon Shares Rise 3.6% to $99.44

2026-09-16 (ET)

15:00:00

Apple Develops Enterprise AI Server to Meet Market Demand

News

LULU FAQ — answered by Alphio AI

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. It operates in the Consumer Cyclicals sector (APPAREL & OTHER FINISHD PRODS OF FABRICS & SIMILAR industry).

Lululemon is currently not a strong buy. The stock is priced at $99.01, with a forward P/E ratio of 10.74, suggesting it is relatively cheap compared to its earnings potential. However, the company has faced significant challenges, including a 4% revenue decline in Q2 2026 and a staggering 53.03% year-to-date drop in stock price, which raises concerns about future growth. The main risk is the declining consumer demand, with a reported 12% drop in comparable sales for Q2 2026, indicating potential further declines in revenue.

35 analysts cover LULU: 18 rate it Buy, 15 Hold and 2 Sell. The average price target is 207.12.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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