lululemon athletica (LULU) Projected to Post Earnings on Thursday

Key Points

• Lululemon is expected to report Q2 fiscal 2026 results after the market closes on September 3. Analysts forecast earnings of $1.79 per share on $2.46 billion in revenue, compared with company guidance of $1.76–$1.81 EPS.
• The company beat consensus estimates in its latest quarter, reporting $1.69 EPS and $2.47 billion in revenue, while revenue increased 4.3% year over year.
• Investor sentiment remains cautious: analysts cite cost controls and buybacks as potential positives, but weaker U.S. and China sales could prompt a fiscal 2026 earnings-guidance cut. The stock has a consensus “Reduce” rating and a $148.38 target price.

lululemon athletica (NASDAQ:LULU - Get Free Report) is projected to announce its Q2 2026 results after the market closes on Thursday, September 3rd. Analysts expect lululemon athletica to post earnings of $1.79 per share and revenue of $2.4582 billion for the quarter. lululemon athletica has set its FY 2026 guidance at 10.950-11.150 EPS and its Q2 2026 guidance at 1.760-1.810 EPS. Investors can find conference call details on the company's upcoming Q2 2026 earning overview page for the latest details on the call scheduled for Thursday, September 3, 2026 at 4:30 PM ET.

lululemon athletica (NASDAQ:LULU - Get Free Report) last posted its quarterly earnings results on Thursday, June 4th. The apparel retailer reported $1.69 EPS for the quarter, beating the consensus estimate of $1.67 by $0.02. The company had revenue of $2.47 billion for the quarter, compared to analyst estimates of $2.44 billion. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The firm's revenue was up 4.3% on a year-over-year basis. During the same period in the prior year, the company earned $2.60 earnings per share. On average, analysts expect lululemon athletica to post $11 EPS for the current fiscal year and $12 EPS for the next fiscal year.

lululemon athletica Stock Performance

Shares of LULU opened at $116.35 on Thursday. The business's 50-day moving average is $117.70 and its two-hundred day moving average is $138.97. The company has a market capitalization of $13.81 billion, a P/E ratio of 9.39, a P/E/G ratio of 3.88 and a beta of 0.86. lululemon athletica has a fifty-two week low of $104.44 and a fifty-two week high of $225.98.

lululemon athletica News Summary

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

• Positive Sentiment: UBS expects Lululemon to potentially exceed second-quarter earnings expectations, supported by cost controls and share repurchases. The company is scheduled to report results on September 3. Lululemon Athletica Set to Top Second Quarter Earnings Expectations on Cost Control, Share Repurchases, UBS Says
• Positive Sentiment: Recent analyst commentary suggests LULU could benefit from disciplined expense management and buybacks even if revenue growth remains subdued. The company’s latest reported quarter also exceeded consensus estimates for revenue and earnings. Analysts Have Conflicting Sentiments on These Consumer Cyclical Companies
• Neutral Sentiment: Analyst sentiment is mixed ahead of the earnings release. UBS maintains a neutral view, while other coverage is focused on whether Lululemon can stabilize growth in its largest markets. Should You Buy Lululemon Stock Before Sept. 3?
• Negative Sentiment: UBS warned that Lululemon may reduce its fiscal 2026 earnings outlook because of weaker-than-expected sales in the U.S. and China. The firm reportedly expects a reduction of approximately $1.25 per share, raising concerns about the company’s longer-term growth trajectory. Lululemon May Cut Annual Earnings Outlook Amid Weak US, China Sales, Warns UBS
• Negative Sentiment: UBS lowered its LULU price target from $124 to $120 and kept a neutral rating, reflecting limited expected upside and persistent demand concerns. UBS Lowers Lululemon Price Target

Wall Street Analysts Forecast Growth

LULU has been the subject of several recent research reports. Bank of America reduced their price target on lululemon athletica from $175.00 to $140.00 and set a "neutral" rating for the company in a research report on Friday, June 5th. Deutsche Bank Aktiengesellschaft lowered their price objective on lululemon athletica from $171.00 to $127.00 and set a "hold" rating on the stock in a research report on Monday, June 8th. JPMorgan Chase & Co. raised their price objective on shares of lululemon athletica from $149.00 to $154.00 and gave the stock a "neutral" rating in a research note on Tuesday, August 4th. Barclays cut their target price on shares of lululemon athletica from $161.00 to $113.00 and set an "equal weight" rating for the company in a report on Friday, June 5th. Finally, Telsey Advisory Group decreased their target price on shares of lululemon athletica from $175.00 to $122.00 and set a "market perform" rating for the company in a research note on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-five have issued a Hold rating and five have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Reduce" and a consensus target price of $148.38.

Insider Activity

In related news, Director Charles V. Bergh bought 4,275 shares of the company's stock in a transaction dated Monday, June 15th. The shares were acquired at an average price of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the transaction, the director directly owned 10,365 shares in the company, valued at $1,213,223.25. This trade represents a 70.20% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.54% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of LULU. Uniplan Investment Counsel Inc. acquired a new position in shares of lululemon athletica during the fourth quarter valued at approximately $26,000. DV Equities LLC acquired a new stake in shares of lululemon athletica in the fourth quarter worth approximately $31,000. GW&K Investment Management LLC boosted its stake in shares of lululemon athletica by 70.3% in the fourth quarter. GW&K Investment Management LLC now owns 189 shares of the apparel retailer's stock worth $39,000 after acquiring an additional 78 shares during the last quarter. Quattro Advisors LLC purchased a new stake in shares of lululemon athletica during the fourth quarter worth approximately $46,000. Finally, Golden State Wealth Management LLC increased its position in shares of lululemon athletica by 43.6% during the fourth quarter. Golden State Wealth Management LLC now owns 280 shares of the apparel retailer's stock worth $58,000 after purchasing an additional 85 shares in the last quarter. 85.20% of the stock is owned by hedge funds and other institutional investors.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source