lululemon athletica inc. (LULU) earnings on June 4, 2026
More lululemon athletica inc. earnings
Prior outlook: Pessimistic Outcome: Accurate
Lululemon's stock price fell slightly after reporting earnings. The market reacted pessimistically to a reduced outlook for the full year, despite meeting revenue expectations.
LULU price around the earnings
114.20
Change: -8.6%
2026-06-05, 23:59 UTC
- Price: green if it ends above the starting price; red if it ends below
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Prior thesis
Prior outlook: Pessimistic Outcome: Accurate
- Thesis published
Mixed outlook: Strong past performance, but recent weakness and earnings concerns.
Analysts anticipate lower earnings this quarter, yet the company has a strong history of exceeding expectations. Despite this, the stock has recently fallen to a seven-year low, though analysts still see significant potential for price increases.
Context analyzed before publication
- Summary
- Mixed outlook: Strong past performance, but recent weakness and earnings concerns.
- Reasoning
- Analysts anticipate lower earnings this quarter, yet the company has a strong history of exceeding expectations. Despite this, the stock has recently fallen to a seven-year low, though analysts still point to an optimistic scenario.
- Playbook
- The stock's recent sharp decline and historical earnings strength are notable. The scenario may show signs of a turnaround or clearer positive contexts before a shift.
- Trend
- Expert opinion has turned negative recently, despite prior positive contexts.
Analysts
Drivers
-
Analysts
Positive
Analysts have set a price target significantly higher than the current stock price, citing potential for substantial growth. This offers some support, but it hasn't yet improved the stock's recent price performance.
Evidence
- Analyst consensus
- Hold
- Consensus average (1-5)
- 2.94
- Analysts covering the stock
- 25
- Average price target
- 173.84
- Lowest price target
- 130
- Highest price target
- 295
- Upside to price target
- 37.9%
- Quarterly earnings growth
- -21.6%
- Revenue growth
- 0.8%
- Forward EPS
- 13.14
- Trailing EPS
- 13.26
- Analyst moves in the last 60 days
- 5
- Strong buy: 0
- Buy: 2
- Hold: 29
- Sell: 1
- Strong sell: 0
- Strong buy
- 0
- Buy
- 2
- Hold
- 29
- Sell
- 1
- Strong sell
- 0
- June 3, 2026 · Evercore ISI Group: Maintains rating (In-Line → In-Line)
- June 1, 2026 · UBS: Maintains rating (Neutral → Neutral)
- May 29, 2026 · BTIG: Reiterates rating (Buy → Buy)
- May 22, 2026 · Piper Sandler: Maintains rating (Neutral → Neutral)
- May 7, 2026 · Baird: Maintains rating (Neutral → Neutral)
News and sentiment
Drivers
-
News & sentiment
Negative
Recent news indicates that Lululemon is expected to report lower earnings for the first quarter. This outlook reinforces concerns about the stock's performance heading into the earnings announcement.
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (9)
- Stock Market Today: S&P 500 Futures Fall, Dow Gains As House Challenges Trump's Military Authority—Broadcom, CrowdStrike, Lululemon In Focus — Benzinga
- Lululemon Likely To Report Lower Q1 Earnings; These Most Accurate Analysts Revise Price Target Ahead Of Earnings Call — Benzinga
- Ciena, Docusign And 3 Stocks To Watch Heading Into Thursday — Benzinga
- Lululemon Q1 Preview: Stock At Seven-Year Low, Analysts See Minimal Upside — Benzinga
- Evercore ISI Group Maintains In-Line on Lululemon Athletica, Lowers Price Target to $130 — Benzinga
- BTIG Reiterates Buy on Lululemon Athletica, Maintains $225 Price Target — Benzinga
- 'For Ailing Lululemon, Going Private Might Not Be A Stretch' - Financial Times — Benzinga
- Lululemon Athletica Shares Are Rising On Wednesday: What's Going On? — Benzinga
- Lululemon Athletica Strikes Cooperation Agreement With Dennis J. Wilson Over Two New Board Members — Benzinga
Technicals
Drivers
-
Technical
Negative
The stock's recent performance shows a negative trend over the last 30 days. Current price action is struggling to recover from a significant downturn, and short-term bounces are not enough to fix the larger trend.
Evidence
- Average true range (ATR)
- 3.3%
- Distance to 52-week high
- -62.8%
- 14-day change (14d)
- +4.0%
- 30-day change (30d)
- -24.4%
- 30-day relative strength
- -24.4%
- Benchmark change (0d)
- +0.0%
- Nearest support
- 125.02
- Nearest resistance
- 126.14
- Volume accumulation ratio (14d / 46d)
- 2.05
Trends
Evidence
- Average earnings surprise
- +7.6%
- March 17, 2026: actual EPS 5.01 vs estimate 4.78 (surprise +4.8%)
- December 11, 2025: actual EPS 2.59 vs estimate 2.21 (surprise +17.1%)
- September 4, 2025: actual EPS 3.1 vs estimate 2.85 (surprise +8.7%)
- June 5, 2025: actual EPS 2.6 vs estimate 2.6 (surprise -0.1%)
Expected move
Drivers
-
Past earnings
Positive
Historically, the company has exceeded earnings expectations 75% of the time, often by a notable margin. While this shows strong past execution, it hasn't protected the stock from its current decline.
There is no implied-move data available for this event.
Reactions over its last 19 earnings
- Median move
- 9.7%
- 75th percentile move
- 13.5%
- 90th percentile move
- 16.5%
- Up / down moves
- 12 / 7
- Average up move
- +8.0%
- Average down move
- -11.9%
Monitoring and close
What lululemon athletica inc. reported
There is no monitoring data available for this event.
Pre-market second reading after the results
There is no second reading available for this event.
How the stock reacted
- Outcome
- Accurate
- Consolidated
- -8.6%
- Max favorable move (MFE)
- 13.2%
- Max adverse move (MAE)
- 5.3%