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?

avatarGilly87
11:39
$Lululemon Athletica(LULU)$  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.
RepostReply
avatarQQWong
11:05
$lululemon athletica(LULU)$   Lululemon’s 11% drop following its Q1 earnings report reflects deep structural issues in its core market . While the company beat EPS expectations, the outlook was dismal: full-year revenue is now expected to decline 0-1%, a sharp reversal from prior 2-4% growth guidance . The probability of LULU falling below $100 is **low but not zero** in the near term. Currently trading around $124-$131 , reaching sub-$100 would require a further ~23% decline. Several factors make this unlikely: Supporting a bottom above $100: · Analyst price targets remain higher: Wells Fargo set $110, while the consensus target is ~$172 · International growth, particularly 30% revenue surge in Mainland China, provides a partial offset
RepostReply
avatarPuts puts puts
06-05 10:28
$Lululemon Athletica(LULU)$  The premium consumer trade just received a harsh reality check. As shown in image_10.png, Lululemon Athletica (LULU) reported its highly anticipated earnings on Thursday after the close, causing the stock to plunge -11.10% over the last 24 hours to a price of $111.05.  The print confirmed investors' worst fears regarding a premium slowdown. Net revenue reached $2.47 billion (up 4% year-over-year), but profitability deteriorated sharply. Gross margin contracted by 410 basis points to 54.2%, and operating income dropped 37% to $276.9 million, causing diluted EPS to plunge to $1.69 from $2.60 in the prior year's quarter.  The Tale of Two Markets (The [IDEA] Angle): The prompt in image_10.png asks two defini
RepostReply
avatarMrzorro
06-04 21:47
Earnings Preview: Can Lululemon's Q1 Report Turn the Tide? $Lululemon Athletica(LULU)$   is set to release its Q1 fiscal 2026 results after the closing bell today, June 4, against a backdrop of lowered market expectations. The stock is currently trading near $126, down more than 52% from its 52-week high and hovering just above its 52-week low of $116.62. With analysts forecasting a roughly 35% decline in earnings and the options market pricing in a 10% expected move, the focus for investors has shifted. The post-earnings market response will likely hinge on forward-looking guidance and whether management can provide visibility into the recovery path, rather than simply beating reduced first-quarter targets
4Reply
avatarnerdbull1669
06-03

LULU Q1 2026 Earnings: Low-Bar Setup as Explosive China Growth Battles Domestic U.S. Stagnation

$Lululemon Athletica(LULU)$ is scheduled to report its fiscal Q1 2026 financial results tomorrow, Thursday, June 4, 2026, after the market close. The stock has had a rough ride over the past year, significantly underperforming the broader market due to slowing growth in its core North American market. Because expectations have been severely reset downward, tomorrow's report is a classic "low-bar" catalyst that could spark a major short-term move. Here is a comprehensive breakdown of what to expect, the key metrics to watch, and how to approach short-term post-earnings trading opportunities. The Numbers Game: What is Wall Street Expecting? Analysts have heavily downgraded their projections heading into this report, anticipating flat top-line growth
RepostReply
LULU Q1 2026 Earnings: Low-Bar Setup as Explosive China Growth Battles Domestic U.S. Stagnation