Zacks Research Issues Pessimistic Estimate for LULU Earnings

lululemon athletica inc. (NASDAQ:LULU) – Stock analysts at Zacks Research lowered their Q1 2027 earnings per share estimates for lululemon athletica in a research note issued to investors on Tuesday, March 31st. Zacks Research analyst Team now forecasts that the apparel retailer will post earnings of $1.67 per share for the quarter, down from their previous forecast of $2.29. The consensus estimate for lululemon athletica’s current full-year earnings is $14.36 per share. Zacks Research also issued estimates for lululemon athletica’s Q4 2027 earnings at $5.29 EPS, FY2027 earnings at $12.30 EPS, Q1 2028 earnings at $1.85 EPS, Q4 2028 earnings at $5.67 EPS, FY2028 earnings at $13.38 EPS and FY2029 earnings at $14.60 EPS.

lululemon athletica (NASDAQ:LULU) last posted its quarterly earnings data on Tuesday, March 17th. The apparel retailer reported $5.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.78 by $0.23. The business had revenue of $3.64 billion during the quarter, compared to the consensus estimate of $3.59 billion. lululemon athletica had a return on equity of 34.82% and a net margin of 14.22%.The firm’s quarterly revenue was up .0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $6.14 earnings per share.

LULU has been the subject of a number of other reports. Barclays lowered their price target on shares of lululemon athletica from $203.00 to $161.00 and set an “equal weight” rating for the company in a research report on Wednesday, March 18th. Bank of America decreased their target price on shares of lululemon athletica from $220.00 to $200.00 and set a “neutral” rating for the company in a research note on Tuesday, March 3rd. Telsey Advisory Group lowered their target price on shares of lululemon athletica from $215.00 to $175.00 and set a “market perform” rating for the company in a report on Wednesday, March 18th. Truist Financial dropped their price target on lululemon athletica from $200.00 to $170.00 and set a “hold” rating on the stock in a research report on Wednesday, March 18th. Finally, JPMorgan Chase & Co. cut their price target on lululemon athletica from $209.00 to $196.00 and set a “neutral” rating on the stock in a research note on Wednesday, March 18th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, twenty-eight have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $206.77.

lululemon athletica Price Performance

NASDAQ:LULU opened at $155.72 on Thursday. The firm’s 50-day moving average price is $171.09 and its 200-day moving average price is $179.71. The company has a market capitalization of $18.80 billion, a PE ratio of 11.71, a P/E/G ratio of 4.88 and a beta of 1.07. lululemon athletica has a 1-year low of $143.96 and a 1-year high of $340.25.

Institutional Trading of lululemon athletica

Several institutional investors have recently added to or reduced their stakes in LULU. Vanguard Group Inc. lifted its holdings in shares of lululemon athletica by 3.9% during the third quarter. Vanguard Group Inc. now owns 13,782,917 shares of the apparel retailer’s stock valued at $2,452,394,000 after purchasing an additional 521,915 shares in the last quarter. Geode Capital Management LLC increased its holdings in lululemon athletica by 2.4% in the 4th quarter. Geode Capital Management LLC now owns 3,049,911 shares of the apparel retailer’s stock worth $631,526,000 after buying an additional 71,464 shares in the last quarter. Invesco Ltd. increased its holdings in lululemon athletica by 28.7% in the 3rd quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock worth $391,544,000 after buying an additional 490,127 shares in the last quarter. Morgan Stanley raised its position in lululemon athletica by 2.8% in the 4th quarter. Morgan Stanley now owns 2,197,158 shares of the apparel retailer’s stock worth $456,592,000 after buying an additional 59,282 shares during the last quarter. Finally, Flossbach Von Storch SE raised its position in lululemon athletica by 17.7% in the 3rd quarter. Flossbach Von Storch SE now owns 1,930,831 shares of the apparel retailer’s stock worth $343,553,000 after buying an additional 290,614 shares during the last quarter. 85.20% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at lululemon athletica

In other news, Director Charles V. Bergh acquired 6,090 shares of the firm’s stock in a transaction that occurred on Friday, March 20th. The stock was bought at an average cost of $164.20 per share, for a total transaction of $999,978.00. Following the acquisition, the director directly owned 6,090 shares in the company, valued at approximately $999,978. The trade was a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. 0.54% of the stock is owned by company insiders.

Key lululemon athletica News

Here are the key news stories impacting lululemon athletica this week:

• Positive Sentiment: Zacks raised some longer‑range quarter estimates (examples include Q3/Q4 2027–2028 upgrades), suggesting better profitability in later periods that could support valuation if execution improves. MarketBeat LULU report
• Neutral Sentiment: Industry tariff pressure flagged by Nike underscores a macro/headline risk for apparel retailers — tariffs and rising costs could compress margins across the sector even if companies try to pass through price. NIKE’s Gross Margin Drag & Tariff Costs Loom
• Negative Sentiment: Citi cut its price target on LULU to $185 from $210 and reiterated a Neutral rating, signalling reduced upside and contributing to today’s weakness. Citi Cuts PT on Lululemon
• Negative Sentiment: Analysis pieces argue lululemon’s investment story is being “reset” for slower growth and higher execution risk, with modeled fair value trimmed — a narrative that can pressure multiple and investor sentiment. How The Investment Story For Lululemon Is Resetting
• Negative Sentiment: Customers filed suit seeking a portion of an eventual tariff refund from lululemon, creating legal/PR risk and potential cash outflows or distraction. Customers sue Lululemon
• Negative Sentiment: Zacks issued a series of mixed revisions: it lowered several near‑term EPS forecasts (Q1 2027, Q1 2028, FY2027/FY2028) while raising some later quarter estimates — the net effect is reduced near‑term earnings visibility and potential downward pressure on guidance expectations. Zacks Research updates

lululemon athletica Company Profile

lululemon athletica inc. is a design-focused athletic apparel company known for performance-oriented apparel, footwear and accessories. The company’s product portfolio centers on technical apparel for yoga, running, training and everyday active lifestyle use and includes tops, bottoms, outerwear, underwear, bags and a growing footwear assortment. lululemon emphasizes fabric science and product innovation, marketing garments that blend performance features with lifestyle styling.

Products are developed in-house and produced through a network of third-party manufacturers.