lululemon athletica (LULU) News Today

lululemon athletica inc. (NASDAQ:LULU) shares moved today following a mix of strategic expansions into new markets and a string of analyst downgrades and earnings‐estimate cuts. Investors weighed positive news on international growth and industry initiatives against lowered price targets and trimmed EPS forecasts.

• Positive Sentiment: Lululemon opens its first store in Milan, marking the brand’s entry into the Italian market. Lululemon enters Italy with first store in Milan
• Positive Sentiment: The company launches a major fashion‐industry initiative aimed at sustainable production, which management says “could reshape” product development and consumer engagement. Lululemon launches major initiative that could reshape fashion industry
• Neutral Sentiment: William Blair trims its Q3 2026 EPS estimate for LULU slightly to $3.16 (from $3.21) but retains an “Outperform” rating, signaling confidence in long‐term growth despite near‐term adjustments. William Blair Analysts Reduce Earnings Estimates for LULU
• Negative Sentiment: JPMorgan Chase cuts LULU from “Overweight” to “Neutral” and lowers its price target to $224 (from $303), pointing to reduced upside at current levels. lululemon athletica Downgraded to Neutral Rating by JPMorgan Chase & Co.
• Negative Sentiment: JP Morgan issues a broader downgrade commentary, noting LULU’s near‐five‐year‐low trading levels and underperformance relative to athleisure peers. Lululemon Downgraded Near 5-Year Low: Will LULU Remain an Athleisure Loser?
• Negative Sentiment: An analyst at American Banking News lowers LULU’s Q3 EPS estimate, adding further pressure on upcoming quarterly results. Q3 EPS Estimate for lululemon athletica Lowered by Analyst