lululemon athletica (NASDAQ:LULU – Get Free Report) updated its fourth quarter 2025 earnings guidance on Friday. The company provided EPS guidance of 4.760-4.760 for the period, compared to the consensus EPS estimate of 4.770. The company issued revenue guidance of $3.6 billion-$3.6 billion, compared to the consensus revenue estimate of $3.6 billion.
lululemon athletica Price Performance
NASDAQ LULU opened at $174.50 on Friday. lululemon athletica has a 12 month low of $159.25 and a 12 month high of $422.87. The company has a market capitalization of $20.47 billion, a price-to-earnings ratio of 12.09, a price-to-earnings-growth ratio of 10.65 and a beta of 1.01. The firm’s fifty day moving average price is $197.42 and its 200 day moving average price is $188.91.
lululemon athletica (NASDAQ:LULU – Get Free Report) last announced its earnings results on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.22 by $0.37. The business had revenue of $2.57 billion for the quarter, compared to analysts’ expectations of $2.48 billion. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. The company’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period in the previous year, the company posted $2.53 EPS. lululemon athletica has set its FY 2025 guidance at 12.920-13.020 EPS and its Q4 2025 guidance at 4.660-4.760 EPS. As a group, sell-side analysts forecast that lululemon athletica will post 14.36 earnings per share for the current year.
Analyst Ratings Changes
Get Our Latest Research Report on LULU
Insider Activity at lululemon athletica
In related news, insider Celeste Burgoyne sold 13,511 shares of the company’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the completion of the transaction, the insider directly owned 5,318 shares in the company, valued at $1,084,872. This represents a 71.76% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.54% of the company’s stock.
lululemon athletica News Roundup
Here are the key news stories impacting lululemon athletica this week:
- Positive Sentiment: Columbia Business School’s Elsa Fu highlights China expansion as the core long‑term investment thesis for Lululemon, arguing growth in that market could materially extend revenue runway and justify valuation support. Lululemon investment thesis based on expansion opportunity in China, says Columbia’s Elsa Fu
- Positive Sentiment: Stocks ticked up intraday (Zacks notes a ~1.1% gain), suggesting short‑term buying despite broader market weakness — a technical bounce that may reflect oversold conditions more than an immediate fundamental recovery. Lululemon (LULU) Increases Despite Market Slip: Here’s What You Need to Know
- Neutral Sentiment: Opinion pieces question whether the recent ~20% drop is a buying opportunity or a “falling knife,” highlighting heightened investor debate over growth expectations and margin pressure — useful context but not new company-specific catalyst. LULU Stock: A 20% Discount Or A Falling Knife?
- Negative Sentiment: Reports of defective/see-through leggings and related PR missteps (including language blaming customers) are damaging brand reputation and customer trust, increasing the risk of returns, markdowns or amplified social/media backlash. Lululemon (LULU) Stock: Defective Leggings and CEO Exit Send Shares Lower
- Negative Sentiment: Yahoo Finance reports a proxy fight emerging as activists point to product quality issues and stretched valuation; governance conflict could be a sustained drag on management focus and share price volatility. Lululemon Faces Proxy Fight As Quality Concerns Weigh On Valuation
- Negative Sentiment: Jefferies cut its price target to $185 from $200 on the outgoing CEO’s final day, signaling analyst concern about near‑term execution and leadership transition risk; the firm notes shares have fallen sharply over the past year. Lululemon price target slashed on outgoing CEO’s final day
- Negative Sentiment: Company-provided Q4 FY2025 guidance shows EPS at ~4.760 vs consensus ~4.770 and flat revenue guidance — a small miss that signals limited upside in the near term and may reinforce concerns about margin pressure. lululemon updated Q4 2025 guidance
- Negative Sentiment: Coverage notes Lululemon’s foray into non-core items (e.g., Labubu plush toys) is viewed by some analysts as a distraction from core apparel strategy and a sign of uncertain product focus. Lululemon is looking to catch the Labubu wave. It’s two years late.
- Negative Sentiment: Additional coverage highlights the public “see-through tights” incident and follow-up communications that blamed customers, worsening PR and raising the chance of short‑term sales impact or higher promotional activity. Lululemon blames customers again after see-through tights fiasco
Institutional Trading of lululemon athletica
Several institutional investors have recently modified their holdings of the company. Invesco Ltd. increased its stake in lululemon athletica by 28.7% in the 3rd quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock worth $391,544,000 after purchasing an additional 490,127 shares in the last quarter. Northern Trust Corp lifted its holdings in shares of lululemon athletica by 0.8% during the 3rd quarter. Northern Trust Corp now owns 1,034,873 shares of the apparel retailer’s stock valued at $184,135,000 after buying an additional 8,154 shares during the last quarter. Caisse de depot et placement du Quebec grew its position in lululemon athletica by 69.1% in the third quarter. Caisse de depot et placement du Quebec now owns 638,720 shares of the apparel retailer’s stock worth $113,647,000 after acquiring an additional 260,946 shares in the last quarter. Amundi boosted its holdings in lululemon athletica by 8.6% in the third quarter. Amundi now owns 465,092 shares of the apparel retailer’s stock worth $80,982,000 after purchasing an additional 36,952 shares in the last quarter. Finally, National Bank of Canada FI raised its holdings in lululemon athletica by 154.0% during the third quarter. National Bank of Canada FI now owns 445,283 shares of the apparel retailer’s stock valued at $79,221,000 after buying an additional 270,004 shares in the last quarter. Institutional investors and hedge funds own 85.20% of the company’s stock.
About lululemon athletica
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.
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