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LULULU

Lululemon Athletica Inc.

Rising onWhy it's trendingX chatter picking upBacked by solid revenue growthPrice and volume picking up
$LULU·$11B·Apparel - Retail·Consumer Cyclical
$97.10-2.0%YTD-54.9%1Y-41.0%
Price updated 4h ago·X counts updated 5d ago
LULULU
$LULULululemon Athletica Inc.
$97.10-2.01%731 posts1.3×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $LULU on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

731X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $LULU's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 93% of tracked names.

Bearish sentimentAI analysisGenerated by AI from underlying data15 posts analyzed · as of 2026-09-16

Lululemon just broke below $100 for the first time since May 2018 and posters read Q2 as a disaster. Women's leggings collapsed ~20%, Americas comps -12%, and management admitted the current lineup still isn't the go-forward brand. A deep-value cohort likes 12x forward earnings and points at Burry's Tier 1 long, but that side concedes the next few quarters get worse before better and puts an 18-24 month rebuild timeline on it. The new CEO printed a fresh 52-week low on day two.

Read what X is saying about $LULU

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LULU — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Lululemon broke below $100 for the first time since 2018 — new CEO just stepped in, Burry is long, Americas comps are -12%.

Lululemon is the premium athletic-apparel brand that invented the yoga-wear category and is now losing both share and brand heat to Alo, Vuori, and On. The stock is at 0.4% of its 52-week range after a brutal Q2 where women's leggings collapsed ~20%, Americas comps hit -12%, and management admitted the product isn't right yet.

  • The P&L still shows the historical quality: revenue grew 0.8% YoY to $3.64B last quarter at a 22% operating margin — flat revenue with mid-20s operating margin is a quality compounder resting, not a broken business, but the specific women's-leggings-20%-decline tell is the thing that broke the growth thesis.
  • The leadership reset is real: new CEO Heidi O'Neill (ex-Nike women's business) started Sep 8 and received a $14.5M PSU award at $83.59 — a strike price that aligns her upside with execution, which bulls will cite as a key signal.
  • At 9x trailing earnings and 1.2x sales for a 22%-operating-margin global brand, the valuation is washed out — Burry's Tier 1 long is a value signal, but the deep-value cohort admits the next 2-4 quarters get worse before the O'Neill rebuild shows.

Breaking-down holds until Dec 10 earnings show Americas comp sequential improvement from -12% and women's product-line revenue growth stops contracting. A continued Americas comp miss, or any specific commentary that the O'Neill timeline is 18-24 months rather than 12, is what seals the de-rating; a women's-product inflection or specific international store-rollout acceleration is what could restart the move.

Agrees with X sentimentThe X bear framing is honest and matches the breaking-down tape — Q2 was a disaster, and the deep-value cohort citing 12x forward P/E and Burry's Tier 1 long is directionally right that there's value, but admits the rebuild is 18-24 months. That's not a near-term chart reversal.

What to watch: Dec 10 earnings — Americas comp improvement from -12%, women's product-line revenue, international growth, and O'Neill's framing of the rebuild timeline. A continued -10%+ Americas comp miss is what seals the breaking-down tape.

On the calendar: 2026-12-10 — Q3 FY26 earnings

Read the AI verdict on $LULU

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Premium athletic apparel brand selling yoga and training wear through stores and DTC channels, with strong brand loyalty and international growth.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Retail sits in its cycle right now — and what that implies for $LULU.

Apparel - Retail · Consumer Cyclical

No material change from last week — Off-price retailers are the structural winners as value-conscious consumers trade down.

What this means for $LULU

Neutral — Premium athletic apparel brand selling yoga and training wear through stores and DTC channels, with strong brand loyalty and international growth.

Industry benchmark

10-name peer basket
+5.0%YTD
+35.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
9.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
20.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
31.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 3, 2026$2.92$1.79+63.1%
Q1 2026Jun 4, 2026$1.69$1.67+1.2%
Q4 2025Mar 17, 2026$5.01$4.76+5.3%
Q3 2025Dec 11, 2025$2.59$2.22+16.7%
Next earningsThu, Dec 10·consensus EPS $0.97

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$3.6B+0.8%54.9%22.1%$4.97$959.7M
Q3 FY25$2.6B+7.1%55.6%17.0%$2.59$82.4M
Q2 FY25$2.5B+6.5%58.5%20.7%$3.10$150.8M
Q1 FY25$2.4B+7.3%58.3%18.5%$2.61$-271.2M

Forward consensus

5-year forecast · up to 24 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$11.0B$11.0B – $11.1B$13.05$12.99 – $13.1520
FY27$10.5B$10.3B – $11.0B$9.58$9.38 – $9.6924
FY28$10.3B$9.8B – $11.3B$8.42$6.15 – $12.3124
FY29$10.5B$9.6B – $11.4B$8.56$5.70 – $13.7818
FY30$11.2B$10.6B – $11.9B$8.77$8.18 – $9.449

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-29.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 101.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.925-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 15Charles V BerghDirector4.3K sh$500K
+ 16 other (14 awards · 2 inkinds) in window

See when $LULU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeOct 78-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KOfficer or director changeSep 148-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment
AI summary

Lululemon Athletica Inc. (LULU) appointed Heidi O'Neill as CEO and Board member effective September 8, 2026, expanding the Board from 11 to 12 members; interim co-CEOs Meghan Frank and Andre Maestrini simultaneously stepped down from interim roles. The Board also amended the company's bylaws to align with Delaware law developments and updated proxy rules (universal proxy card requirements). The permanent CEO appointment ends an interim leadership period, providing operational stability for a high-profile consumer brand undergoing a strategic reset.

3New insider — initial holdingsSep 113
AI summary

Form 3 initial beneficial ownership filing for Heidi O'Neill, newly appointed CEO and Director at lululemon athletica (LULU). O'Neill does not beneficially own any lululemon securities at the time of filing, establishing her Section 16 reporting baseline as the company's new chief executive.

SC 13D/AActivist amendmentSep 3SC 13D/A
AI summary

Dennis J. Wilson (lululemon founder and largest individual shareholder) filed Amendment No. 25 to his Schedule 13D for lululemon athletica inc. as of September 1, 2026. Wilson and affiliated entities (Anamered Investments Inc., LIPO Investments USA, Wilson 5 Foundation) collectively hold approximately 9,570,851 shares (8.6% of outstanding), with 3,852 shares held directly and the balance through controlled entities. The filing was triggered by a routine ownership update; as a passive long-term holder and founder, this amendment reflects a routine disclosure with no activist agenda.

SC 13D/AActivist amendmentAug 3SC 13D/A
AI summary

Securities Exchange filed a amended Schedule 13D disclosing significant beneficial ownership of LULU. The filer reported owning approximately 8.4 % of LULU's outstanding shares. 13D filings are required when a party acquires more than 5% of a company with intent to engage management, and may signal activist interest or strategic accumulation in LULU.

SC 13D/AActivist amendmentJul 20SC 13D/A
AI summary

Dennis J. Wilson (lululemon athletica founder) and related entities — Anamered Investments Inc. (4,755,217 shares, 4.2%), LIPO Investments (USA), Inc. (3,401,596 shares, 3.0%), and Wilson 5 Foundation — filed Amendment No. 23 to Schedule 13D for lululemon athletica inc. as of July 17, 2026, disclosing combined beneficial ownership of 9,740,710 shares (8.6% of class). The specific change triggering this amendment is not identified in the excerpt. Wilson's aggregate stake remains substantial and unchanged in intent based on the excerpt — no acquisition or activist language is visible.

3New insider — initial holdingsJun 293
AI summary

Marc Maurer (director, Vancouver) filed a Form 3 initial beneficial ownership statement for lululemon athletica as of June 25, 2026, per the cooperation agreement with Chip Wilson's group. Administrative disclosure for a newly appointed LULU director.

3New insider — initial holdingsJun 293
AI summary

Laura Gentile (director, Vancouver) filed a Form 3 initial beneficial ownership statement for lululemon athletica as of June 25, 2026, per the cooperation agreement with Chip Wilson's group. Administrative disclosure for a second newly appointed LULU director.

+ 41 other (11 proxys · 10 DFAN14As · 4 8-Ks · 4 SC 13D/As) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Nike Climbs 5% as Beaten-Down Consumer Names Catch a Bid; Lululemon Rises 4%, On Holding Dips247wallst.com·2d agoLULU SHAREHOLDER INVESTIGATION: SueWallSt Notifies Investors of Potential Securities Claims Involving LULULEMON ATHLETICA INC.prnewswire.com·3d ago$LULU Investors: A Securities Fraud Investigation is Pending on behalf of Lululemon Investors that Lost Money after 17% Stock Drop – Contact BFA Lawglobenewswire.com·3d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of lululemon athletica inc. - LULUglobenewswire.com·3d agoDid lululemon athletica inc. Insiders Breach their Fiduciary Duties to Shareholders?prnewswire.com·3d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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