Seeking Alpha
03 Sept 2026, 22:50 UTC · 6w ago
lululemon Q2: Why I'm Not Touching This Even After The 19% Drop
Impact · against what's priced in
The reported Q2 weakness is largely reflected in the current price, as the market has already shifted to a low-growth valuation following the 19% selloff. The primary catalyst for further downside would be evidence that the 8% Americas decline exceeds the 5% drop already baked into the current price.
- LULU−0.30
Challenges what's priced in
- The price assumes
The 5% decline in Americas comparable sales
The price assumes a 5% decline in Americas comparable sales, but the actual reported drop was 8%, suggesting the domestic decline is steeper than the market had already priced in.
What LULU's price assumes · Sep 1
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