LULU
Lululemon Athletica Inc.Evidence as of 2026-09-05The desk's Snapshot
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Overview · Lululemon Athletica Inc.
Lululemon Athletica Inc., together with its subsidiaries, designs, distributes, and retails athletic apparel, footwear, and accessories under the lululemon brand for women and men. It operates in two segments, Company-Operated Stores and Direct to Consumer. The company offers pants, shorts, tops, and jackets for healthy lifestyle, such as yoga, running, training, and other activities. It also provides fitness- inspir…
Management team
- Ms. Meghan Frank · Chief Financial OfficerFind on LinkedIn
- Allison Reid · Vice President of Corporate CommunicationsFind on LinkedIn
- Mr. Howard Brett Tubin · Vice President of Investor RelationsFind on LinkedIn
- Ms. Julie Averill · Executive VP & Chief Information OfficerFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−1.0 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
Revenue for the fiscal quarter ended 2026-08-28 was reported at $2,415,631,000 versus $2,525,219,000 in the comparable prior quarter, a decline of $109,588,000. Gross profit fell modestly by $15,324,000 to $1,461,878,000, while operating income declined by $70,161,000 to $453,653,000 and net income dropped by $41,682,000 to $329,223,000 over the same pair of quarter-periods.
The company disclosed a CEO departure effective January 31, 2026 and interim co-CEOs in place, and filings flagged higher U.S. inventory costs from increased tariffs and the elimination of a de minimis exemption. Market signals are weak: price is roughly -15.0% versus the 50-day SMA and -34.1% versus the 200-day SMA, momentum is negative across 3-, 6-, and 12-month measures, the three‑year drawdown is -80.3%, and volatility and relative‑strength metrics sit near the low percentiles of the 547-stock universe. Valuation inputs show a trailing twelve‑month P/E of 9.77 and EV/EBITDA of 4.4, trailing twelve‑month free cash flow of -$287,322,000, and an operating cash flow versus capex profile of $268,513,000 and $555,835,000 respectively.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenue for the fiscal quarter ended 3 August 2025 (fiscal Q2 2026, 2025-05-05 to 2025-08-03) was $2,525,219,000, and revenue for the fiscal quarter ended 2 August 2026 (fiscal Q2 2026, 2026-05-04 to 2026-08-02) was $2,415,631,000, a decline of $109,588,000 between those two quarter-periods.
XBRL companyfacts · 0001397187-26-000127Gross profit was $1,477,202,000 for the fiscal quarter ended 3 August 2025 (fiscal Q2 2026, 2025-05-05 to 2025-08-03) and $1,461,878,000 for the fiscal quarter ended 2 August 2026 (fiscal Q2 2026, 2026-05-04 to 2026-08-02), a modest decrease of $15,324,000 year-over-year for those quarter-periods.
XBRL companyfacts · 0001397187-26-000127Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
The company disclosed that its Chief Executive Officer stepped down effective January 31, 2026, and that interim co-Chief Executive Officers were appointed while the company conducts a search for a permanent CEO (filing dated March 17, 2026).
10-K filed 2026-03-17The company disclosed that, as a result of increased tariffs since April 2025, U.S. inventory costs have risen and that the de minimis duty-free exemption was eliminated for certain shipments effective May 2, 2025, with an Executive Order extending that elimination globally effective August 29, 2025 and legislation enacted to repeal the statutory exemption entirely by July 1, 2027 (filing dated March 17, 2026).
10-K filed 2026-03-17Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
Momentum metrics are weak: 3-month momentum is -11.9%, 6-month momentum is -40.9%, and 12-1 momentum is -36.1% as of 2026-09-04.
Moneyta signal set · 2026-09-04Price has fallen substantially versus moving averages: price is -15.0% versus the 50-day SMA and -34.1% versus the 200-day SMA on 2026-09-04.
Moneyta signal set · 2026-09-04Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
The latest reported 13F quarter shows a single institutional holder (M&T Bank Corp) with a position value of $599,207 as of 2026-03-31.
13F holdings · 1 filers · as of 2026-03-31The 13F data file notes that 13F holdings carry a 45-day reporting lag and that the as-of period for the reported holdings is 2026-03-31.
13F holdings · 1 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple outlets report Lululemon posted a decline in second-quarter net revenue and cut full-year sales and profit guidance, with coverage linking that news to a roughly 17% intraday share drop on 4 September 2026.
News · finance.yahoo.com · 2026-09-04Coverage frames collapsing margins as resetting growth expectations for the company, describing 'margin pressure' as a driver of the stock's roughly 17% decline on 4 September 2026.
News · simplywall.st · 2026-09-04Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The trailing twelve-month price-to-earnings ratio is 9.77.
Valuation inputs · SEC XBRL + stored EOD closeEnterprise value divided by trailing twelve-month EBITDA is 4.4 (EV/EBITDA = 4.4).
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Several primary-source items support a constructive reading: recent SEC filings show a meaningful reduction in diluted share count (fundamentals-3) and the company discloses no material cybersecurity incidents (filings-4), while the reported trailing-twelve-month operating income and EBITDA are sizable and form the basis for low valuation multiples (valuation-4, valuation-0, valuation-1). These accounting and filing-based metrics (SEC and model inputs) are direct, high-strength evidence that per-share metrics and standard enterprise valuation ratios are inexpensive on reported trailing results. The bear points — large drawdown, weak momentum, negative trailing free cash flow, tariff exposure, and headline-driven coverage of guidance cuts (market-2, market-0, valuation-2, filings-1, news-0/news-2) — are market-price and news-driven signals of varying strength but do not negate that reported P/E and EV/EBITDA are low and share count has fallen; those valuation and share-count facts materially affect per-share math. Therefore, while market sentiment and operational headwinds are documented and carry weight, the strongest primary-source evidence in this set (SEC filings and reported trailing earnings/EBITDA) supports a favorable valuation read relative to the price reflected in the market signals.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.39
33 surviving claims rest on 12 distinct sources; the heaviest analyst carries 24% of them, and 100% of what the desk raised survived the debate.
The reading rests on a moderate number of distinct sources but a sizable share of surviving claims trace back to a small set of contributors, and one analyst accounts for nearly a quarter of the claims — which means a few sources/voices carry outsized influence on the narrative. The fact that everything the desk raised survived review increases internal consistency but also suggests limited internal challenge; treat conclusions as informative but relatively fragile to new primary documents or contrary high-quality sources.
Peer context · computed, not argued
12-1 momentum ranks 3rd of 3 in Apparel Retail (as of 2026-09-04).
6-month relative strength ranks 3rd of 3 in Apparel Retail (as of 2026-09-04).
90-day volatility ranks 1st of 3 in Apparel Retail (as of 2026-09-04).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
11 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer−0.4 to the score
6 documents· 4 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.8 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−1.3 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis−0.3 to the score
7 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on LULU Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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