LULU Lululemon Athletica Inc. Loading... : Bullish and Bearish Analyst Opinions
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00:19
Sep 03
Sep 03
Author asks if anyone is trading LULU into earnings without stating a position or directional.
Author asks if anyone is trading LULU into earnings without stating a position or directional view.
LOW
17:54
Aug 30
Aug 30
The author sarcastically tells the parent to renew their subscription using LULU gains.
The author sarcastically tells the parent to renew their subscription using LULU gains, referencing past success without stating a current position or forward call.
LOW
17:51
Aug 28
Aug 28
Author shares a speculative trade idea referencing Burry's possible thesis on retail earnings.
Author shares a speculative trade idea referencing Burry's possible thesis on retail earnings momentum, but frames it as a question rather than a position.
01:02
Aug 28
Aug 28
LULU earnings catalyst flagged
Flags LULU's upcoming September 3 earnings as a scheduled catalyst, no directional view expressed.
MED
16:10
Aug 26
Aug 26
LULU full-price sales negative, markdowns ahead
LULU's US full-price sales turned negative, forcing markdowns this summer to clear inventory — clear evidence of demand weakness and margin pressure versus full-price winners.
MED
07:34
Aug 21
Aug 21
Current business momentum stronger than LULU
Notes current business momentum is stronger than LULU's in a relative comparison, without stating a directional position or catalyst.
LOW
00:08
Aug 20
Aug 20
The author is scanning consumer discretionary sectors as a broad watchlist.
The author is scanning consumer discretionary sectors as a broad watchlist, noting they are "getting interesting" without stating any current positions or explicit buy calls.
LOW
20:40
Aug 19
Aug 19
Lululemon's top communications officer is departing.
Lululemon's top communications officer is departing, adding to executive exits ahead of incoming CEO Heidi O'Neill's arrival.
20:00
Aug 18
Aug 18
Comment asks how to convince a friend not to buy LULU merely because the stock went down. A price drop alone is not a thesis; the community is skeptical of catching this particular falling knife. Avoid LULU until there is a real catalyst or signs of stabilization. No direct counter-argument in the thread; momentum could reverse quickly if retail piles in.
LOW
18:27
Aug 16
Aug 16
Reports Michael Burry is going long.
Reports Michael Burry is going long the stock, which the author criticizes.
MED
02:42
Aug 14
Aug 14
Lululemon's chief AI officer departs the retailer after less than a year in the role.
23:35
Aug 13
Aug 13
Lululemon's Chief AI and Technology Officer Ranju Das has left the company after less than.
Lululemon's Chief AI and Technology Officer Ranju Das has left the company after less than a year, marking another high-profile departure ahead of Heidi O'Neill's CEO transition next month.
02:04
Aug 13
Aug 13
LULU trades near 11x forward earnings with international/China growth and a new Nike-experienced CEO. Cheap valuation combined with growth catalysts and a 50-day MA reclaim could attract re-rating. Long LULU as a value/growth turnaround based on valuation, momentum, and leadership change. Weak moat, fashion cyclicality, deteriorating quality, and strong competition could invalidate the bull case.
HIGH
19:57
Aug 11
Aug 11
The author shares a past personal trading lesson with LULU.
The author shares a past personal trading lesson with LULU, not a current position or forward-looking call.
LOW
14:15
Aug 11
Aug 11
Brand moat illusion makes LULU un-holdable
Avoid holding consumer retail brand names like LULU long-term; author argues brand is not a durable moat and the category is inherently cyclical, making sustained outperformance structurally unlikely.
MED
13:56
Aug 11
Aug 11
Lululemon cited as cautionary brand fade example
Lululemon is used as a cautionary example of a hot brand losing customers after assortment execution slips; no explicit position is stated.
LOW
21:25
Aug 10
Aug 10
Lululemon executive departure announced one month before the retailer's new CEO is scheduled.
Lululemon executive departure announced one month before the retailer's new CEO is scheduled to take over leadership role.
14:05
Aug 10
Aug 10
Lululemon founder Chip Wilson's influence is described as a governance problem in an opinion.
Lululemon founder Chip Wilson's influence is described as a governance problem in an opinion piece by Beth Kowitt.
21:40
Aug 08
Aug 08
The author mocks Michael Burry's short thesis on NBIS and long on LULU by sarcastically.
The author mocks Michael Burry's short thesis on NBIS and long on LULU by sarcastically highlighting bullish fundamentals, but expresses no personal position or forward call.
LOW
18:36
Aug 08
Aug 08
Author clarifies the post is satire about Burry's trade and explicitly says not to take it.
Author clarifies the post is satire about Burry's trade and explicitly says not to take it seriously, so no directional signal.
LOW
11:51
Aug 07
Aug 07
LULU trades at ~9x PE while international markets grow double-digits. Market is pricing US weakness as permanent, ignoring 30% high-growth revenue mix and possible CEO catalyst. Valuation offers asymmetric upside if brand concerns ease or intl momentum continues. US brand erosion accelerates, new CEO fails, Alo/Vuori keep taking share.
HIGH
15:55
Aug 05
Aug 05
Lululemon faces a see-through product issue from a launch earlier this year while appointing.
Lululemon faces a see-through product issue from a launch earlier this year while appointing a new CEO for a fresh start.
11:55
Aug 05
Aug 05
Lululemon appoints a new CEO following a series of missteps.
Lululemon appoints a new CEO following a series of missteps, with the brand's combative founder cited as a key challenge ahead.
12:33
Aug 01
Aug 01
Author mocks others for losses in SOFI and LULU but does not state any current position.
Author mocks others for losses in SOFI and LULU but does not state any current position or forward call on those tickers.
LOW
12:32
Jul 16
Jul 16
US pre-market movers show mixed sector action with TSM down on capex hike despite strong.
US pre-market movers show mixed sector action with TSM down on capex hike despite strong results, UAL lower on light guidance, JBHT up on earnings beat, ATAI surging on LLY acquisition, UNH and ABT rising on strong earnings and outlook, DSGR jumping on buyout, and LULU falling on a Truist downgrade.
14:25
Jul 14
Jul 14
Seeking Alpha highlights a quantitative downgrade of Lululemon to a "Strong Sell" based on poor.
Seeking Alpha highlights a quantitative downgrade of Lululemon to a "Strong Sell" based on poor growth and momentum grades, but the tweet is a research summary rather than an explicit author position.
14:23
Jul 14
Jul 14
Seeking Alpha highlights Lululemon's quantitative downgrade to "Strong Sell" with poor growth.
Seeking Alpha highlights Lululemon's quantitative downgrade to "Strong Sell" with poor growth and momentum grades, but the tweet is a research summary rather than an explicit author position.
22:58
Jul 13
Jul 13
Author is watching LULU as a potential future buy in the consumer apparel space.
Author is watching LULU as a potential future buy in the consumer apparel space; no position taken yet, part of planned rotation.
LOW
05:07
Jul 11
Jul 11
Avoid LULU, ADBE, and PYPL despite low PE multiples.
Avoid LULU, ADBE, and PYPL despite low PE multiples — author frames them as "broken businesses" in competitive markets where cheap valuation is a trap, not an opportunity, analogous to Burry's cyclicals-at-peak-earnings warning.
MED
21:07
Jul 08
Jul 08
Author witnessed firsthand that Lululemon’s pants dramatically improve a flat appearance, implying strong product efficacy. Such positive real-world trials could drive repeat purchases and word-of-mouth, boosting sales and brand loyalty. Author’s personal experience reinforces the bull case, leading to an intention to buy shares. Anecdotal evidence may not reflect broader consumer behavior; competition or fashion shifts could invalidate the thesis.
MED
About LULU Analyst Coverage
Buzzberg tracks LULU (Lululemon Athletica Inc.) across 45 sources. 23 bullish vs 8 bearish calls from 67 analysts. Sentiment: predominantly bullish (12%). 128 total trade ideas tracked. Past 7 days: 4 watch. Latest voices: kevinxu, thebigberbowski, michaelsikand.