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1 Consumer Stock to Research Further and 2 We Question
StockStory10d agoneutral
1 Consumer Stock to Research Further and 2 We Question

Retailers are evolving to meet the expectations of modern, tech-savvy shoppers. Still, secular trends are working against them as e-commerce continues to take share from brick-and-mortar stores. This puts retail stocks in a tough spot, and over the past six months, the industry’s 3.5% gain has trailed the S&P 500 by 9.8 percentage points.

Lululemon’s (LULU) Brand Problems Force Another Steep Guidance Downgrade
Insider Monkey12d agobearish
Lululemon’s (LULU) Brand Problems Force Another Steep Guidance Downgrade

On September 3, Lululemon Athletica (NASDAQ:LULU) told investors its troubles run deeper than one soft quarter. Revenue fell 4% to $2.4 billion, comparable sales dropped 10% (on a constant dollar basis), and management cut full-year guidance for the second time this year. China Mainland is dealing with a wave of negative social media commentary, North […]

Jim Cramer Notes lululemon (LULU) is “Executing Really Poorly”
Insider Monkey12d agoneutral
Jim Cramer Notes lululemon (LULU) is “Executing Really Poorly”

On September 8, a caller asked whether lululemon athletica inc. (NASDAQ:LULU) can recover and if the stock is a buy, hold, or sell given its low price-to-earnings ratio, new leadership, and perceived loss of direction. In response, Mad Money host Jim Cramer said: I think that this year, whatever’s going on at that company is […]

Lululemon’s Guidance Cut Sent Shares Down 18%, Was It An Overreaction?
Insider Monkey13d agobearish
Lululemon’s Guidance Cut Sent Shares Down 18%, Was It An Overreaction?

Lululemon Athletica Inc. (NASDAQ:LULU) recently issued its second guidance cut of the year, and investors responded immediately by sending shares down roughly 18%. That selloff came despite an EPS beat, but the headline result was heavily supported by a tariff refund rather than underlying business strength. Brand sentiment, traffic, and leggings sales are all weakening […]

Lululemon Plunges 20%, Trades at Lowest Level in 8 Years
24/7 Wall St.14d agobearish
Lululemon Plunges 20%, Trades at Lowest Level in 8 Years

Lululemon shares cratered to an eight-year low after the company gutted its full-year outlook, and with a brand new CEO stepping in next week and leggings sales in freefall, the question is whether anyone can stop the bleeding.

Why Lululemon (LULU) Shares Are Falling Today
StockStory15d agobearish
Why Lululemon (LULU) Shares Are Falling Today

Shares of athletic apparel retailer Lululemon (NASDAQ:LULU) fell 4% in the afternoon session after BMO Capital Markets analyst Kelly Crago initiated coverage with an Underperform rating and a $70 price target. According to TipRanks, Crago flagged weakening demand in the Americas and China and pressure on Lululemon’s premium margins, and she is forecasting fiscal 2027 earnings well below Wall Street consensus. The $70 target implied roughly 32% downside from the prior close and sits below the bro

Investing.com15d agoneutral
BMO cautious on softlines, bearish on athletic names

Investing.com -- BMO Capital Markets has launched coverage of the softlines retail, apparel and footwear sector with a cautious stance, warning in a note that a weakening consumer and rising costs cloud the outlook for the group into fiscal 2027.