Q1 EPS Estimate for lululemon athletica Lowered by Analyst

Key Points

• Zacks Research cut its Q1 2027 EPS estimate for lululemon to $1.67 (from $2.29) and lowered FY2027/FY2028 forecasts, while raising several later-quarter estimates and its FY2029 outlook to $14.60, signaling near‑term weakness but potential upside further out.
• lululemon recently beat Q4 expectations (EPS $5.01 vs. $4.78; revenue $3.64B), yet the stock trades around $158.81 versus a consensus analyst target of $206.77 and a 1‑year high of $340.25, highlighting a gap between recent results and longer‑term valuation.
• Insider Director Charles V. Bergh purchased 6,090 shares (~$1.0M at $164.20), while customers have filed a lawsuit seeking a share of a tariff refund, introducing a potential legal and reputational risk.

lululemon athletica inc. (NASDAQ:LULU - Free Report) - Investment analysts at Zacks Research cut their Q1 2027 earnings estimates for lululemon athletica in a research report issued on Tuesday, March 31st. Zacks Research analyst Team now expects that the apparel retailer will earn $1.67 per share for the quarter, down from their prior forecast of $2.29. The consensus estimate for lululemon athletica's current full-year earnings is $14.36 per share. Zacks Research also issued estimates for lululemon athletica's Q4 2027 earnings at $5.29 EPS, FY2027 earnings at $12.30 EPS, Q1 2028 earnings at $1.85 EPS, Q4 2028 earnings at $5.67 EPS, FY2028 earnings at $13.38 EPS and FY2029 earnings at $14.60 EPS.

lululemon athletica (NASDAQ:LULU - Get Free Report) last announced its quarterly earnings data on Tuesday, March 17th. The apparel retailer reported $5.01 earnings per share for the quarter, topping analysts' consensus estimates of $4.78 by $0.23. lululemon athletica had a net margin of 14.22% and a return on equity of 34.82%. The company had revenue of $3.64 billion during the quarter, compared to analyst estimates of $3.59 billion. During the same period in the previous year, the business earned $6.14 EPS. The firm's revenue for the quarter was up .0% on a year-over-year basis.

Several other equities research analysts also recently commented on the company. Guggenheim started coverage on lululemon athletica in a report on Wednesday, December 10th. They issued a "neutral" rating for the company. Bank of America lowered their target price on shares of lululemon athletica from $220.00 to $200.00 and set a "neutral" rating on the stock in a research note on Tuesday, March 3rd. Weiss Ratings downgraded shares of lululemon athletica from a "hold (c-)" rating to a "sell (d+)" rating in a report on Tuesday. Piper Sandler lifted their price target on shares of lululemon athletica from $165.00 to $190.00 and gave the stock a "neutral" rating in a research note on Friday, December 12th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of lululemon athletica from $209.00 to $196.00 and set a "neutral" rating for the company in a report on Wednesday, March 18th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, twenty-eight have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of "Hold" and a consensus price target of $206.77.

lululemon athletica Price Performance

LULU stock opened at $158.81 on Thursday. The stock has a market capitalization of $19.17 billion, a P/E ratio of 11.94, a P/E/G ratio of 4.70 and a beta of 1.07. lululemon athletica has a 1-year low of $143.96 and a 1-year high of $340.25. The business has a fifty day moving average price of $171.87 and a 200-day moving average price of $179.88.

Insider Activity

In other news, Director Charles V. Bergh purchased 6,090 shares of the business's stock in a transaction on Friday, March 20th. The stock was acquired at an average cost of $164.20 per share, for a total transaction of $999,978.00. Following the purchase, the director directly owned 6,090 shares in the company, valued at $999,978. This trade represents a ∞ increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 0.54% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On lululemon athletica

Several institutional investors have recently made changes to their positions in the business. Uniplan Investment Counsel Inc. bought a new stake in lululemon athletica during the fourth quarter valued at approximately $26,000. Integrated Financial Solutions Inc. purchased a new position in shares of lululemon athletica during the 4th quarter worth $26,000. GoalVest Advisory LLC purchased a new position in shares of lululemon athletica during the 4th quarter worth $27,000. Migdal Insurance & Financial Holdings Ltd. grew its position in shares of lululemon athletica by 464.0% during the 2nd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 141 shares of the apparel retailer's stock valued at $34,000 after acquiring an additional 116 shares during the period. Finally, Elyxium Wealth LLC bought a new stake in shares of lululemon athletica during the 4th quarter valued at $31,000. Institutional investors own 85.20% of the company's stock.

More lululemon athletica News

Here are the key news stories impacting lululemon athletica this week:

• Positive Sentiment: Zacks raised several later-quarter and quarterly outlooks (Q3 2027, Q3 2028, Q4 2027 and Q4 2028), signaling stronger expected results in later periods; this partially offsets near‑term weakness. Zacks estimate changes
• Positive Sentiment: Zacks issued a higher FY2029 EPS forecast ($14.60), implying upside beyond the immediate horizon. Zacks FY2029 outlook
• Neutral Sentiment: Retail coverage/seasonal promotion mention: Lululemon was included in a consumer shopping piece on spring activewear deals (background consumer-interest context; not material by itself). Shopping deals article
• Negative Sentiment: Zacks cut several near‑term and mid‑term estimates: notably Q1 2027 (from $2.29 to $1.67) and Q1 2028 (from $2.38 to $1.85), and lowered FY2027 (to $12.30) and FY2028 (to $13.38). These reductions point to weaker near-term earnings and are likely pressuring the stock. Zacks estimate cuts
• Negative Sentiment: Customers have filed a lawsuit seeking a share of an eventual tariff refund, introducing potential legal/financial uncertainty and reputational risk. This is a direct litigation headline that can weigh on sentiment until resolved. MSN lawsuit article

About lululemon athletica

lululemon athletica inc. is a design-focused athletic apparel company known for performance-oriented apparel, footwear and accessories. The company's product portfolio centers on technical apparel for yoga, running, training and everyday active lifestyle use and includes tops, bottoms, outerwear, underwear, bags and a growing footwear assortment. lululemon emphasizes fabric science and product innovation, marketing garments that blend performance features with lifestyle styling.

Products are developed in-house and produced through a network of third-party manufacturers.

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