$Lululemon Athletica(LULU)$ LU-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Lululemon Athletica(LULU)$ LULU results show US demand is slowing while international (esp. China) is still growing strong. The issue is the US is their biggest market, so weakness there matters a lot. Near-term looks like a multi-quarter slowdown, not a quick rebound. Dip looks tempting, but still risk of more downside if US comps dont stabilise.

Rating: HOLD — strong brand, but too early to call a bottom while US growth is still weakening.

Lululemon Drops 11%, Americas Revenue Falls: See it Under $100?

Lululemon reported FY2026 Q1 revenue of $2.5 billion, up 4% year-over-year, yet tumbled 11% after hours as regional divergence alarmed investors: Americas net revenue declined 3%, with growth entirely propped up by a 22% international surge. EPS came in at $1.69, well below last year's $2.60, reflecting significant margin pressure. With North America cooling and growth engines fully shifted overseas, how long will the domestic slowdown persist — and is this post-earnings plunge a buying opportunity?

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Near-term looks like a multi-quarter slowdown, not a quick rebound. Dip looks tempting, but still risk of more downside if US comps dont stabilise.</p>\n<p>Rating: HOLD — strong brand, but too early to call a bottom while US growth is still weakening.</p><img src=\"https://community-static.tradeup.com/news/8e654966d2790d139aed9756a5efdba4\" tg-width=\"1024\" tg-height=\"1536\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/LULU\">$Lululemon Athletica(LULU)$&nbsp;</a><v-v data-views=\"1\"></v-v> LULU results show US demand is slowing while international (esp. China) is still growing strong. The issue is the US is their biggest market, so weakness there matters a lot. Near-term looks like a multi-quarter slowdown, not a quick rebound. Dip looks tempting, but still risk of more downside if US comps dont stabilise.</p>\n<p>Rating: HOLD — strong brand, but too early to call a bottom while US growth is still weakening.</p><img src=\"https://community-static.tradeup.com/news/8e654966d2790d139aed9756a5efdba4\" tg-width=\"1024\" tg-height=\"1536\"></body></html>","text":"$Lululemon Athletica(LULU)$ LULU results show US demand is slowing while international (esp. China) is still growing strong. The issue is the US is their biggest market, so weakness there matters a lot. Near-term looks like a multi-quarter slowdown, not a quick rebound. Dip looks tempting, but still risk of more downside if US comps dont stabilise. 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