Lululemon Athletica Aktie News

Lululemon (LULU) faces macro, execution, and regulatory headwinds, but current valuation offers compelling risk-reward for patient investors. LULU's 14x forward PE is notably cheap versus peers, despite solid fundamentals and a three-year revenue CAGR that remains attractive. Execution gaps and tariff impacts have weighed on growth, but management is addressing internal issues and expanding agg...

Lululemon turned in solid results, led by China and other international markets. More importantly, the company's beleaguered CEO will step down, setting the stage for new leadership to embark on a turnaround.

For most of 2025, the discussion around Lululemon stock (NASDAQ: LULU) has been focused on a single, concerning question: “Is the athleisure boom coming to an end?” With rivals such as Alo Yoga and Vuori gradually taking away market share in U.S. malls, investors had come to view Lululemon as a brand in long-term decline.

Lululemon Athletica (LULU) is downgraded to Sell following a relief rally driven by the CEO's resignation. Q3 results were buoyed by exceptional China sales. Leadership transition introduces prolonged uncertainty, with meaningful strategic impact unlikely before 2027.

Shares of Lululemon (NASDAQ: LULU) jumped sharply on Friday after the company announced a major leadership change and released a stronger-than-expected quarterly report, renewing optimism about the apparel maker's turnaround prospects.

Lululemon has been struggling in the Americas under its current CEO, Calvin McDonald. New initiatives were rolled out in October, but the problems had persisted since early 2024.

Some analysts think Calvin McDonald's departure paves the way for a pivot for the beleaguered activewear company, and its stock.

Here are some of the major companies whose stocks moved on the week's news.