GlobeNewsWire
28 Sept 2026, 09:47 UTC · 1h ago
Verdict
Headline leans bearish. We score LULU −1.00 across four claims.
Score confirms the headline.
Leans bearish
From its wording — no explicit rating
−1.00strongly bearish
What the story claims
4 claims · scored −1 bearish … +1 bullish · 1 new · 3 priced in
Lululemon reported a 4.3% year-over-year revenue decline, including a 10% drop in same-store sales and a 20% decline in core leggings and women's tops.
Priced inannounced September 3, 2026
So whatThe 20% collapse in core product demand suggests a structural brand decay that may drag EPS throughout FY2027.
More negative than 95% of claims this week
Management issued fiscal 3Q26 EPS guidance that was 60% below analyst expectations.
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5 related stories
More negative than 94% of ticker scores this week
Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
Priced inannounced September 3, 2026
So whatSuch a massive miss usually triggers a downward revision of the entire FY26 estimate cycle.
More negative than 90% of claims this week
Lululemon disclosed on June 4, 2026, that gross margins were down 4% year-over-year.
Priced indisclosed June 4, 2026
So whatThe margin compression, combined with slowing sales, puts significant pressure on the company's free cash flow.
More negative than 85% of claims this week
Law firm Bleichmar Fonti & Auld is investigating Lululemon for potential securities fraud regarding misleading statements on growth and business health.
Newpublished Sept 28, 2026
So whatLegal proceedings can lead to discovery of internal emails that further damage the multiple or lead to costly settlements.
More negative than 77% of claims this week
Which stocks this story touches
More negative than 94% of ticker scores this week
The company is under investigation for securities fraud following significant stock price drops, revenue declines, and missed earnings guidance.
Near neutral — 92% of ticker scores this week are stronger
Mentioned only as a past legal recovery case for the law firm, with no new material impact.
Near neutral — 92% of ticker scores this week are stronger
Mentioned only as a past legal recovery case for the law firm, with no new material impact.
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GlobeNewsWire
1h ago
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LULU hasn't traded since this ran. Last close $101.30 (Sep 25); the reaction starts at the next open.
LULU chart →
