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Jim Cramer Reveals Why lululemon athletica inc. (LULU)’s Shares Fell By 18%
Yahoo Finance· 2025-09-10 16:10
We recently published 15 Stocks Jim Cramer Discussed As He Said CEOs Were Afraid Of Hiring. lululemon athletica inc. (NASDAQ:LULU) is one of the stocks Jim Cramer recently discussed. Jim Cramer Reveals Why lululemon athletica inc. (LULU)'s Shares Fell By 18% NataSnow/Shutterstock.com lululemon athletica inc. (NASDAQ:LULU)’s shares were among the stunners on Thursday after they sank by 18.6%. The shares were hit hard after the firm’s second-quarter earnings report. The results saw lululemon athletica inc ...
lululemon And Crocs Both Struggle, But The Latter Stands Out
Seeking Alpha· 2025-09-10 14:13
Recently, there has been a lot of talk about Lululemon Athletica (NASDAQ: LULU ). It is an apparel company that is experiencing bad momentum and has had its valuation greatly compressed. That rings a bell forEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Di ...
lululemon And Crocs Both Struggle, But The Latter Stands Out (NASDAQ:LULU)
Seeking Alpha· 2025-09-10 14:13
Recently, there has been a lot of talk about Lululemon Athletica (NASDAQ: LULU ). It is an apparel company that is experiencing bad momentum and has had its valuation greatly compressed. That rings a bell forEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Di ...
Jim Cramer Discusses lululemon Pricing Challenges and Consumer Trends
Yahoo Finance· 2025-09-10 04:20
lululemon athletica inc. (NASDAQ:LULU) is one of the stocks on Jim Cramer’s radar. Cramer explained the recent drop in the stock price, as he commented: “If you want to know why the stock of lululemon plunged over 18% today, look no further than a lawsuit the company filed against Costco last June for allegedly selling virtually identical knockoffs… Look, Lulu’s a special company that makes special products, but I’ve never met a soul in the last few years that didn’t say within a breath of mentioning some ...
TD Cowen Flags 250 Basis Point Margin Risk for Lululemon Athletica (LULU)
Yahoo Finance· 2025-09-10 03:56
Lululemon Athletica Inc. (NASDAQ:LULU) ranks among the most active stocks to buy according to Wall Street analysts. On September 5, TD Cowen reduced its price target on Lululemon Athletica Inc. (NASDAQ:LULU) to $220 from $298, retaining a Buy rating on the sports clothing retailer’s shares. The firm made the change after finding that 66% of Lululemon’s e-commerce orders in the United States are completed via Canada, making use of the de minimis loophole, which the Trump administration recently closed. Er ...
Lululemon: I Bought The Stock Even Though I Am Not A Fan (NASDAQ:LULU)
Seeking Alpha· 2025-09-09 19:07
This piece is very unique for me, because I never liked lululemon athletica inc.'s (NASDAQ: LULU ) products, and I was planning on writing a selling thesis before I opened the numbers. This might be surprising, especiallyI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and cr ...
lululemon: I Bought The Stock Even Though I Am Not A Fan
Seeking Alpha· 2025-09-09 19:07
This piece is very unique for me, because I never liked lululemon athletica inc.'s (NASDAQ: LULU ) products, and I was planning on writing a selling thesis before I opened the numbers. This might be surprising, especiallyI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and cr ...
This Lululemon Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Tuesday - Lululemon Athletica (NASDAQ:LULU), AST SpaceMobile (NASDAQ:ASTS)
Benzinga· 2025-09-09 17:55
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Keybanc analyst Ashley Owens downgraded the rating for lululemon athletica inc. LULU from Overweight to Sector Weight. Lululemon shares closed at $168.10 on Monday. See how other analysts view this stock.Citigroup analyst Smedes Rose downgraded Park Hotels & Resorts Inc. PK from Buy to Neutral and cut the pri ...
Lululemon Athletica Stock Closes Near Day's High After Key Trading Signal
Benzinga· 2025-09-09 10:37
LULU recovers almost all of the decline after the alertLululemon LULU today experienced a Power Inflow, a significant event for those who follow where smart money goes and value order flow analytics in their trading decisions. Today, at 10:12 AM on September 8th, a significant trading signal occurred for Lululemon Inc. (LULU) as it demonstrated a Power Inflow at a price of $163.49. This indicator is crucial for traders who want to know directionally where institutions and so-called "smart money" moves in th ...
Lululemon Stock: Buy The Dip Or Wait It Out?
Forbes· 2025-09-09 10:05
股价表现与市场分歧 - 2025年迄今股价下跌56% 而同期标普500指数上涨10% 凸显市场对公司增长前景的分歧[2] - 当前市盈率仅14倍 显著低于历史平均水平及市场24倍估值倍数 反映估值大幅收缩[2] 财务业绩与指引调整 - 第二季度每股收益3.10美元超预期 但收入25.3亿美元略低于25.4亿美元预期[3] - 全年收入指引下调至108.5-110亿美元(原111.5-113亿美元) 每股收益指引下调至12.77-12.97美元(原14.58-14.78美元)[4] - 指引下调直接引发近期股价抛售 而非季度业绩本身[4] 区域销售表现分化 - 美国市场同店销售额下降4% 显示核心市场持续疲软[5] - 中国市场同店销售额增长17% 其他国际市场增长12% 国际业务表现强劲[5] 成本与运营挑战 - 美国最低免税额政策取消将导致2.4亿美元额外进口关税 预计到2026年总运营成本影响达3.2亿美元[6] - 管理层承认品牌疲劳问题 计划将新款产品比例从23%提升至35%以重振产品吸引力[6] 资产负债表优势 - 现金余额12亿美元占总资产15.4% 租赁负债17亿美元为主要债务形式[7] - 债务权益比仅8.3% 无传统债务且流动性充裕 能抵御短期冲击而不影响增长计划[7] 历史波动特性 - 历史上在市场调整期间跌幅显著:2022年跌46%(标普跌25%) 2020年新冠危机跌47%(标普跌34%) 2008年危机跌92%(标普跌57%)[8] - 强劲基本面未必能抵御情绪剧烈波动 投资者需认识高波动特性[8] 投资价值定位 - 基本面保持稳健:强劲利润率、全球增长潜力和洁净资产负债表[9] - 当前估值水平已调整至吸引力区间 业务仍属高端定位但股价未充分反映[9]