Seeking Alpha
15 Sept 2026, 03:25 UTC · 6w ago
lululemon: A Fall From Grace, But I'm Still Holding On (Rating Downgrade)
Impact · against what's priced in
The article provides no new catalysts for LULU as the reported declines in revenue, core product sales, and guidance are already baked into the current valuation. The stock price has already adjusted for the specific margin collapse and the 20% drop in leggings volume described in the results.
- LULU+0.00
Already priced in
- The price assumes
A 20% decline in signature leggings volume
The reported 20% decline in core leggings sales directly matches the volume drop the market has already priced in.
What LULU's price assumes · Sep 10
