lululemon athletica inc. Website

lululemon athletica inc.

NasdaqGS-LULU

Company Overview

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.

  • Name

    lululemon athletica inc.

  • CEO

    Calvin R. McDonald

  • Website

    shop.lululemon.com

  • Sector

    Textiles, Apparel and Luxury Goods

  • Year Founded

    1998

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Bulls Say

  • Despite having many rivals, Lululemon’s productivity stands out in the sportwear space. Its sales per square foot were nearly $1,600 in 2024, and its operating margins are around 20%.

  • Lululemon has a big opportunity in mainland China, which accounted for just 13% of its 2024 sales. China is already the second-largest sportswear market in the world.

  • Lululemon is often credited with the development of athleisure, a major change in how people dress. It is one of the few strong areas in the low-growth apparel industry.

Bears Say

  • Competition is ubiquitous in all of Lululemon’s key apparel categories. The firm faces challenges from firms like Athleta, Vuori, and Alo Yoga, and Nike is improving its competitiveness through its Skims partnership.

  • Lululemon’s sales growth in the US has slowed due to competitive threats and its own missteps. Adding to its problems, higher US tariffs are depressing its gross margins.

  • Lululemon is expanding aggressively in countries in which awareness of its brand is relatively low. It may not have as much success in these regions as it has in North America.

Source: Morningstar Analysis - Sep 08, 2025

What's happening

Nov 5, 2025 - Dec 5, 2025

Lululemon Athletica Inc. Surges Amid Strong Consumer Engagement and Strategic Announcements

  • Significant investor optimism followed the announcement of an upcoming earnings call on December 7, which is expected to provide insights into sales growth.
  • Lululemon's strong performance during Black Friday weekend highlighted its competitive edge in the retail sector through effective discounting strategies.
  • Despite some leadership concerns, overall investor sentiment remained positive, bolstered by endorsements from notable investors like Michael Burry.

Over the past month, Lululemon Athletica Inc. experienced a notable stock movement of 13.5%, significantly outperforming the S&P 500's return of 1.3%. This performance indicates robust interest in LULU relative to broader market trends and reflects an overperformance of 12.2% compared to the S&P index. Additionally, Lululemon outpaced the Consumer Discretionary sector by 13.4%, showcasing its strength within this category.

A key driver behind this positive trajectory was a significant announcement on November 26 regarding an upcoming conference call for third-quarter earnings scheduled for December 7. The anticipation surrounding potential insights into sales growth and strategic initiatives likely fueled bullish sentiment among investors leading up to this event. Furthermore, BTIG’s reiteration of a "Buy" rating with a maintained price target at $303 added confidence in LULU’s prospects during this period.

The company reported strong consumer engagement over Black Friday weekend, as noted by Piper Sandler's report that positioned Lululemon as one of the busiest apparel stores in the U.S., thanks to aggressive discounting strategies that effectively attracted shoppers both online and offline compared to previous years.

However, some bearish sentiments emerged due to social media discussions about potential identity issues within the brand and leadership concerns following recent executive changes such as Celeste Burgoyne's departure; nonetheless, these did not overshadow overall investor enthusiasm driven by favorable financial indicators and market positioning throughout November and early December.

Despite minor setbacks like UBS reducing its price target slightly from $185 to $183 per share due to neutral ratings on stock performance, overall sentiment remained largely positive during this time frame. Notably, Michael Burry publicly endorsed Lululemon as a long-term hold investment shortly before purchasing shares at around $177 each—adding weight behind bullish perspectives on its future performance prospects.

NasdaqGS:LULU