lululemon athletica (NASDAQ:LULU) Posts Earnings Results, Beats Expectations By $1.13 EPS

lululemon athletica (NASDAQ:LULU) announced its quarterly earnings data on Thursday. The apparel retailer reported $2.92 EPS for the quarter, beating analysts’ consensus estimates of $1.79 by $1.13, FiscalAI reports. lululemon athletica had a return on equity of 31.26% and a net margin of 13.03%.The business had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.46 billion.

lululemon athletica Stock Performance

Shares of NASDAQ:LULU traded up $1.70 during trading on Thursday, reaching $121.77. 9,350,174 shares of the stock were exchanged, compared to its average volume of 3,156,727. lululemon athletica has a 12-month low of $104.44 and a 12-month high of $225.98. The firm’s 50-day moving average price is $118.56 and its 200 day moving average price is $137.00. The firm has a market cap of $14.45 billion, a price-to-earnings ratio of 9.83, a price-to-earnings-growth ratio of 2.46 and a beta of 0.87.

Key Stories Impacting lululemon athletica

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

• Positive Sentiment: Lululemon reported fiscal second-quarter EPS of $2.92, exceeding the analyst consensus of $1.79 by $1.13. The company also posted a 31.26% return on equity and a 13.03% net margin, supporting the case that profitability remains strong. Lululemon quarterly results slide deck
• Positive Sentiment: Investor Michael Burry reportedly remains supportive of LULU, arguing that the shareholder base has substantially changed. That positioning may encourage contrarian investors despite the stock’s weak broader sentiment. Michael Burry comments on Lululemon
• Neutral Sentiment: Bernstein and Evercore ISI both maintained or issued Hold ratings, indicating that analysts see limited near-term conviction while they assess demand trends and the company’s revised outlook. Bernstein Hold rating Evercore ISI Hold rating
• Negative Sentiment: Quarterly revenue was $2.42 billion, below the $2.46 billion consensus estimate. Management adopted a prudent, revised full-year outlook and cited challenging business conditions, which could keep investors concerned about slowing growth. Lululemon fiscal second-quarter 2026 results
• Negative Sentiment: Reports highlighted declining North American sales and the challenge facing the company’s new leadership, increasing uncertainty over whether product innovation and marketing can reignite demand. Lululemon leadership and North America sales analysis

Wall Street Analysts Forecast Growth

Several analysts have commented on LULU shares. Morgan Stanley restated an “underweight” rating and issued a $93.00 price target on shares of lululemon athletica in a report on Monday, July 6th. Freedom Capital raised shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a research report on Friday, June 5th. JPMorgan Chase & Co. boosted their target price on shares of lululemon athletica from $149.00 to $154.00 and gave the company a “neutral” rating in a report on Tuesday, August 4th. Stifel Nicolaus dropped their price target on shares of lululemon athletica from $176.00 to $134.00 and set a “hold” rating for the company in a research report on Friday, June 5th. Finally, Citigroup cut their price target on shares of lululemon athletica from $185.00 to $130.00 and set a “neutral” rating on the stock in a research note on Tuesday, June 9th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-five have given a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Reduce” and a consensus target price of $148.38.

Insiders Place Their Bets

In other lululemon athletica news, Director Charles V. Bergh acquired 4,275 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was bought at an average cost of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the purchase, the director directly owned 10,365 shares in the company, valued at $1,213,223.25. This represents a 70.20% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.54% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On lululemon athletica

Hedge funds and other institutional investors have recently made changes to their positions in the business. Uniplan Investment Counsel Inc. purchased a new position in lululemon athletica in the fourth quarter valued at about $26,000. DV Equities LLC purchased a new stake in shares of lululemon athletica in the fourth quarter worth about $31,000. GW&K Investment Management LLC boosted its position in shares of lululemon athletica by 70.3% in the fourth quarter. GW&K Investment Management LLC now owns 189 shares of the apparel retailer’s stock worth $39,000 after buying an additional 78 shares during the period. Quattro Advisors LLC acquired a new stake in shares of lululemon athletica in the fourth quarter valued at about $46,000. Finally, Golden State Wealth Management LLC grew its position in lululemon athletica by 43.6% in the fourth quarter. Golden State Wealth Management LLC now owns 280 shares of the apparel retailer’s stock valued at $58,000 after acquiring an additional 85 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.