Lululemon just posted worrying earnings

u/Junior_Luck_7445 · Reddit — r/ValueInvesting · September 03, 2026 at 20:52 · ⬆ 23 pts · 💬 74 comments  | View on Reddit ↗
AI Summary

Summary

  • LULU’s latest earnings showed weak store sales despite buybacks, new store openings, and tariff-related money being returned.
  • Author argues these offsets can’t keep pace with declining consumer demand and expects the stock to fall further from around $98.
  • The post raises broader recession fears, but it is more of a short-term earnings reaction than deep fundamental research.

Quality assessment: Speculation / noise — light on valuation details, moat analysis, or long-term cash flow outlook.

Score 23
Comments 74
Upvote % 77%
Ideas
u/Junior_Luck_7445 Reddit r/ValueInvesting
LULU store sales are declining even as buybacks, new stores, and tariff refunds provide some offset. Weak same-store momentum plus soft consumer spending creates negative near-term sentiment for the stock. Short-term bearish bias on LULU after earnings; author explicitly expects the stock to move lower. Store sales alone are not the whole profit picture; fashion stocks can rebound quickly; broad recession call is unproven.
LULU MED
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This Reddit post, published September 03, 2026, features u/Junior_Luck_7445 discussing LULU. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Junior_Luck_7445  · Tickers: LULU