*Lululemon Drops 11%, Americas-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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

$LULU just got hit hard after earnings. Down 11% and Americas revenue fell YoY. Now the question: is $100 the next stop, or a fat discount for long-term holders?

*Bear case - Under $100:*

Americas is Lulu’s core market. When same-store sales + revenue drop there, growth story cracks. Inventory issues, tougher competition from Alo, Vuori, and Nike, plus consumers cutting back on premium athleisure. If US spending keeps slowing, $100 psychological support breaks fast. Analyst downgrades usually follow big misses, adding more selling pressure.

*Bull case - Buy the dip:*

Lulu has survived “brand is dead” calls before. International growth is still strong, especially China. Gross margins stayed solid, and they’re buying back shares. $LULU has a cult brand + pricing power most retailers dream of. 11% drop in one day often overshoots fundamentals. If you believed in Lulu at $300, the thesis of high-margin, loyal customers hasn’t changed. Under $100 would put it at ∼15x earnings - cheap for a brand like this.

I’m not catching a falling knife on day 1. But I’m watching $100 closely. If it holds + management shows a fix for Americas, that’s when I scale in. If it breaks, next support is lower.

What’s your take? Is Lulu a broken growth story or a premium brand on sale?

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?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Gross margins stayed solid, and they’re buying back shares. $LULU has a cult brand + pricing power most retailers dream of. 11% drop in one day often overshoots fundamentals. If you believed in Lulu at $300, the thesis of high-margin, loyal customers hasn’t changed. Under $100 would put it at ∼15x earnings - cheap for a brand like this.</p>\n<p>I’m not catching a falling knife on day 1. But I’m watching $100 closely. If it holds + management shows a fix for Americas, that’s when I scale in. If it breaks, next support is lower.</p>\n<p>What’s your take? Is Lulu a broken growth story or a premium brand on sale?</p></body></html>","text":"*Lululemon Drops 11%, Americas Revenue Falls: See it Under $100?* 👟 $LULU just got hit hard after earnings. Down 11% and Americas revenue fell YoY. Now the question: is $100 the next stop, or a fat discount for long-term holders? *Bear case - Under $100:* Americas is Lulu’s core market. When same-store sales + revenue drop there, growth story cracks. 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