Lululemon Athletica (LULU)
NASDAQConsumer DiscretionaryApparel RetailSnapshot 2026-07-07
$115.07-0.49%
Close 2026-07-07 · 1-day change
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Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Apparel, Accessories & Luxury Goods is in contraction. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Lululemon's growth relies on expanding its market presence and improving sales in China. Revenue grew 4% year over year, and the latest earnings beat expectations. It trades at 9.3× P/E, while the peer median is 23×. This suggests the price reflects less growth than forecasted. A specific risk is the potential for a guidance cut, with a 20% chance of missing estimates. Peer multiples imply a price about 42% above where it trades.
Trailing returns as of 2026-07-07. LULU is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 33 analysts currently covering LULU (as of Jul 2026).
Based on 9 Wall Street analysts offering 12-month price targets for LULU in the last 4 months.
A consensus fair price across 12 valuation methods, at three horizons. Current price $115.07. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Apparel, Accessories & Luxury Goods — fair value, gap to price, and forward P/E.
Execution and competition risks could hinder revenue growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $115.07
The last 12 months of price, then the range of analyst 12-month targets from today’s $115.07.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve revenue growth of 2% to 4% in 2026
New store in India supports revenue growth objectives.
Threatens: Achieve revenue growth of 2% to 4% in 2026
Slowing sales in China may hinder revenue growth objectives.
Trust issues could impact customer loyalty and sales growth.
New board appointments enhance strategic direction and governance.
Shareholder support strengthens management stability and strategic direction.
Shareholder support strengthens management stability and strategic direction.
New partnership expands market presence and supports revenue growth.