Lulu Drops for 3 Quarters: Back to 2020 Lows - Buy the Dip?

Lululemon plunged again as it slashes earnings outlook, projects $240 million tariff hit. Lululemon topped second-quarter earnings estimates but slightly missed revenue expectations. The company said the effect of tariffs and the removal of the de minimis exception are hitting its sales. In last earnings, Lululemon already lost 20% on the day. Affected by tariff and Alo's hit, lululemon lost 56% YTD. Would you consider buying the dip on Lululemon? Lululemon products or Lululemon stock — which would you choose?

avatarShyon
2025-09-08
As I look at the recent news about Lululemon $Lululemon Athletica(LULU)$  , I can see why there's concern. The company has taken a significant hit, dropping back to 2020 lows after slashing its earnings outlook and projecting a $240 million tariff impact. It's tough to see a brand I've admired struggle, especially with a 56% year-to-date loss and a 20% drop in a single day during the last earnings report. The tariffs and the removal of the de minimis exception are clearly weighing heavily on their sales, which makes me pause and think about the risks involved. When it comes to deciding whether I'd buy the dip, I'm hesitant. Lululemon topped second-quarter earnings estimates, which is a positive sign, but the sli
552
avatarXaddy_Analyst
2025-09-07

Lululemon's 56% Crash to 2020 Lows: Dip Buy Dream or Tariff Nightmare?

$Lululemon Athletica(LULU)$ Lululemon's stock nosedived after slashing its full-year outlook, citing a $240 million tariff hit and sluggish U.S. sales, with Q2 earnings topping EPS estimates at $2.40 but missing revenue at $2.4 billion versus $2.41 billion expected. The company blamed tariffs and the de minimis exception removal for crimping growth, marking three straight quarters of declines and a 56% YTD loss to $265, back to 2020 levels. Competition from Alo further erodes market share, but international sales offer a glimmer. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs and oil at $74.50/barrel. Would you buy the dip on Lululemon? Products or stock—which wins your w
13
Lululemon's 56% Crash to 2020 Lows: Dip Buy Dream or Tariff Nightmare?
avatarSpiders
2025-09-12

Lulu Drops for 3 Quarters: Back to 2020 Lows - Buy the Dip?

I’ve always been a fan of Lululemon. Their products—athletic apparel, footwear, and accessories—combine style, quality, and functionality in a way few brands manage. From sleek leggings to cozy hoodies, they make workout gear that people actually want to wear outside the gym. It’s no wonder Lululemon has cultivated such a loyal following. But when it comes to their stock, things have been rough lately. Lululemon (LULU) has now dropped for consecutive quarters, recently hitting levels not seen since 2020. The company topped second-quarter earnings estimates but slightly missed revenue expectations. More concerningly, Lululemon said the effect of tariffs and the removal of the de minimis exception are hitting its sales. Tariffs, competition, and headwinds from peers like Alo have weighed hea
Repost1
Lulu Drops for 3 Quarters: Back to 2020 Lows - Buy the Dip?
avatarLanceljx
2025-09-08
$Lululemon Athletica(LULU)$  Lululemon’s current situation is a classic “good brand, tough macro/policy headwinds” case: 1. Fundamentals & near-term challenges Earnings beat, revenue miss: The company managed an EPS beat, but topline weakness shows demand is softening relative to expectations. Tariff shock: Management guided to a US$240M tariff burden, exacerbated by the end of the de minimis import rule (which previously allowed duty-free small shipments). This hits margins, not just volumes. Competitive pressure: Alo and other athleisure peers are taking share, especially with younger consumers and in international markets. Stock reaction: After already losing ~20% on the previous report, another cut in outlook
Repost6
avatarBarcode
2025-09-13
$Lululemon Athletica(LULU)$ $Nike(NKE)$ 👟📉🔥 LULU Collapse or Opportunity? $LULU two years ago was a $65B company. $LULU today is less than a $19B company. Retailers are so fickle. I see it at $182 testing the 200 Monthly MA. Support lies at $161 with risk to $147, resistance at $226. Negatives: missed Q2 guidance, margin pressure, weaker FY outlook. Positives: EPS beat, men’s revenue +6%, China +20–25%. Women drive 63.2% of revenue, men 24.2%. EPS grew from $4.5 to $12.8 in five years, a compounding story despite short-term bleeding. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers an
139
avatar天天酉钱
2025-09-12
$Lululemon Athletica(LULU)$    I lean slightly bearish in the near term, with risk that Lululemon remains under pressure until at least fiscal 2026 when some of the turnaround efforts (new styles, international ramp, cost mitigation) might start to show clearer results. The pessimistic case seems more plausible in the next 6–12 months unless management hits wins fast. However, this is not a broken brand—it has strong brand equity, good margins historically, loyal customers. So it’s more of a “wait & see, but high risk” scenario than a collapse. If I were an investor, I’d view current weakness as a possible entry point only if I saw signs of inventory improvement, product refresh working, and less margin
RepostReply
avatarPittyMeat
2025-09-10
$Lululemon Athletica(LULU)$   My take: This is a multiple reset, not a broken brand. NA comps slowed, but DTC muscle + men’s + international keep the engine alive. What matters: inventory discipline, new product cycles, and whether China/Intl offsets softer North America. Gross margin is the tell. Framework: If growth normalizes to mid-teens with clean inventory, low-20s EBITDA multiples re-rate. If comps stay soft, it’s a value trap. Trade plan: Starter at capitulation near multi-year support; add only on improving inventory turns and traffic. Risk: fashion miss, markdowns, copycat pressure. LULU isn’t dead—it’s de-rated. I buy brands when the multiple resets and the product still walks off shelves.
RepostReply
avatarvc888
2025-09-07
$Lululemon Athletica(LULU)$   Store expansion, especially internationally, and superior ROIC per store versus peers indicate a long runway for growth before saturation. Cyclical industry headwinds and macro uncertainty have weighed on results, but improving consumer sentiment and potential rate cuts could drive a rebound. My DCF and comps analysis support a $259 price target, representing 26% upside; but
RepostReply
avatarYS82
2025-09-08
$Lululemon Athletica(LULU)$  based on the current global economy, the retail may continue to decline which is not a good new for Lulu as their product is considered as a premium for some of the users. And there is alot of alternative for Lulu in the retail market now. Unless they have a huge lasting marketing strategy, it may be bearish for the stock. 
1Reply
avatarJason2607
2025-09-07
$Lululemon Athletica(LULU)$ managed to get entry and exist on the same day.
Repost1
avatarMaDLabbit
2025-09-09
$Lululemon Athletica(LULU)$  this coming will drop to $70+. It is falling knife, it is not bottom yet.
Repost1
avatarFrosty4ever
2025-09-11
$Lululemon Athletica(LULU)$  will turn around.  Question is when.  Has fall way off it's high.  
RepostReply
avatarTigermooo
2025-09-12
RepostReply