lululemon athletica (NASDAQ:LULU) Releases FY 2026 Earnings Guidance

lululemon athletica (NASDAQ:LULU) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 10.950-11.150 for the period, compared to the consensus estimate of 12.350. The company issued revenue guidance of $11.0 billion-$11.2 billion, compared to the consensus revenue estimate of $11.5 billion. lululemon athletica also updated its Q2 2026 guidance to 1.760-1.810 EPS.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on LULU. Sanford C. Bernstein cut their target price on shares of lululemon athletica from $180.00 to $170.00 and set a “market perform” rating for the company in a research note on Wednesday. Jefferies Financial Group cut their target price on shares of lululemon athletica from $170.00 to $145.00 and set a “hold” rating for the company in a research note on Tuesday, April 28th. UBS Group cut their target price on shares of lululemon athletica from $176.00 to $153.00 and set a “neutral” rating for the company in a research note on Monday. The Goldman Sachs Group cut their target price on shares of lululemon athletica from $200.00 to $184.00 and set a “neutral” rating for the company in a research note on Wednesday, March 11th. Finally, Piper Sandler cut their target price on shares of lululemon athletica from $190.00 to $130.00 and set a “neutral” rating for the company in a research note on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, twenty-eight have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $197.09.

lululemon athletica Stock Performance

Shares of lululemon athletica stock opened at $124.92 on Friday. The firm has a fifty day moving average of $142.08 and a two-hundred day moving average of $170.35. The stock has a market capitalization of $15.08 billion, a price-to-earnings ratio of 9.39, a PEG ratio of 3.89 and a beta of 0.87. lululemon athletica has a 52 week low of $116.63 and a 52 week high of $338.49.

lululemon athletica (NASDAQ:LULU) last issued its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 EPS for the quarter, beating the consensus estimate of $1.67 by $0.02. The company had revenue of $2.47 billion during the quarter, compared to analysts’ expectations of $2.43 billion. lululemon athletica had a net margin of 14.22% and a return on equity of 34.82%. The business’s revenue for the quarter was up 4.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.60 EPS. lululemon athletica has set its FY 2026 guidance at 10.950-11.150 EPS and its Q2 2026 guidance at 1.760-1.810 EPS. As a group, research analysts forecast that lululemon athletica will post 12.26 EPS for the current fiscal year.

Insider Buying and Selling at lululemon athletica

In other lululemon athletica news, Director Charles V. Bergh bought 6,090 shares of the company’s stock in a transaction on Friday, March 20th. The stock was bought at an average price of $164.20 per share, for a total transaction of $999,978.00. Following the transaction, the director owned 6,090 shares of the company’s stock, valued at approximately $999,978. The trade was a ∞ increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Nicole Neuburger sold 622 shares of the company’s stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $161.00, for a total transaction of $100,142.00. Following the sale, the insider owned 19,156 shares of the company’s stock, valued at $3,084,116. The trade was a 3.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.54% of the company’s stock.

lululemon athletica News Summary

Here are the key news stories impacting lululemon athletica this week:

• Positive Sentiment: lululemon beat first-quarter expectations, reporting EPS of $1.69 versus $1.67 expected and revenue of $2.47 billion versus $2.43 billion expected, showing the business is still growing despite the slowdown. lululemon athletica inc. Announces First Quarter Fiscal 2026 Results
• Positive Sentiment: International momentum, especially in China, remains a bright spot and could partially offset weakness in North America if the trend continues. Lululemon Athletica Inc (LULU) Q1 2026 Earnings Call Highlights: Navigating Challenges with Strategic Growth in China
• Neutral Sentiment: Analysts are reworking price targets after the report, with some trimming valuations but still seeing upside from the current share price. Evercore target cut
• Neutral Sentiment: Sanford C. Bernstein also lowered its target, signaling that expectations are being recalibrated rather than collapsing outright. Bernstein target cut
• Negative Sentiment: Management cut full-year guidance to reflect weaker U.S. demand and higher pressures, which is the main reason investors are selling the stock. Lululemon cuts annual forecasts amid slowing demand in US
• Negative Sentiment: Second-quarter guidance also came in well below Wall Street expectations, reinforcing concerns that the turnaround will take longer than hoped. Lululemon cuts annual outlook and issues weak Q2 guidance
• Negative Sentiment: Reuters reported the shares fell sharply in premarket trading after the weak forecasts deepened worries about slowing U.S. demand, rising competition, and tariff-related costs. Lululemon slides as bleak forecasts deepen turnaround worries

Hedge Funds Weigh In On lululemon athletica

Several institutional investors and hedge funds have recently made changes to their positions in the company. Invesco Ltd. grew its holdings in shares of lululemon athletica by 28.7% in the 3rd quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock valued at $391,544,000 after buying an additional 490,127 shares during the period. Morgan Stanley boosted its stake in lululemon athletica by 2.8% in the 4th quarter. Morgan Stanley now owns 2,197,158 shares of the apparel retailer’s stock worth $456,592,000 after purchasing an additional 59,282 shares during the period. Northern Trust Corp boosted its stake in lululemon athletica by 0.8% in the 3rd quarter. Northern Trust Corp now owns 1,034,873 shares of the apparel retailer’s stock worth $184,135,000 after purchasing an additional 8,154 shares during the period. Charles Schwab Investment Management Inc. boosted its stake in lululemon athletica by 3.3% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 823,197 shares of the apparel retailer’s stock worth $171,069,000 after purchasing an additional 26,557 shares during the period. Finally, Caisse de depot et placement du Quebec boosted its stake in lululemon athletica by 69.1% in the 3rd quarter. Caisse de depot et placement du Quebec now owns 638,720 shares of the apparel retailer’s stock worth $113,647,000 after purchasing an additional 260,946 shares during the period. Institutional investors and hedge funds own 85.20% of the company’s stock.

lululemon athletica Company Profile

lululemon athletica inc. is a design-focused athletic apparel company known for performance-oriented apparel, footwear and accessories. The company’s product portfolio centers on technical apparel for yoga, running, training and everyday active lifestyle use and includes tops, bottoms, outerwear, underwear, bags and a growing footwear assortment. lululemon emphasizes fabric science and product innovation, marketing garments that blend performance features with lifestyle styling.

Products are developed in-house and produced through a network of third-party manufacturers.