Lululemon (LULU)
International Stocks
Hold
The speaker examines the company's fourth-quarter financial results, 2026 guidance, and the ongoing CEO search process.
David Schwarz32d
* Does not constitute investment advice
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How recommendation distribution changed over time
Covered by 5 analysts
Significant disagreement among analysts
Last evaluation 32+ days ago - stale data
Both buy and sell recommendations exist
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The speaker examines the company's fourth-quarter financial results, 2026 guidance, and the ongoing CEO search process.
Yahoo FinanceThe speaker scrutinizes the company's management changes, new product strategies, and growth potential in international markets alongside technical data.
Yahoo FinanceEvaluates the company's financial performance, margin structure, and discount status relative to current market multiples.
Yahoo FinanceAssesses the product quality issues and leadership transition alongside potential second-half recovery drivers.
Yahoo FinanceThe speaker examines Lululemon's current challenges regarding product quality and management transitions, weighing these risks against future margin recovery expectations.
Yahoo FinanceThe speaker analyzes that despite tariff uncertainties, the company is focusing on operational efficiency and valuations are at attractive levels.
CNBC TelevisionThe speaker scrutinizes the regional expansion strategies and new investment possibilities of athletic apparel retailer Lululemon.
CNBC-eThe speaker maintains a neutral view, noting that the company's recovery process will take time amidst product recall issues and increasing competition.
CNBC TelevisionThe speaker scrutinizes issues in the company's product strategy, the decline in stock performance, and the risks posed by activist investor pressure.
Yahoo FinanceThe speaker examines the better-than-expected preliminary financial results and the market advantage the company maintains despite rising sector competition.
Yahoo FinanceThe speaker evaluates the expectation of an approximate 580 basis point drop in Q4 gross margin due to the impact of new tariffs.
Yahoo FinanceThe speaker evaluates the probability of the stock creating a potential recovery and turnaround story from current levels.
CNBC TelevisionThe speaker analyzes the trend shift in consumer spending from athleisure to casual wear and its negative impact on the company's holiday season performance.
CNBC TelevisionThe speaker scrutinizes the brand's market saturation in the US and the risks associated with brand overextension.
CNBC TelevisionThe speaker examines Lululemon founder Chip Wilson's initiative to shake up the board and the company's loss of market share. The stock's 45% annual decline, stagnating sales, and the rise of competitors like Alo Yoga are analyzed.
CNBC TelevisionThe host discusses the proxy fight launched by founder Chip Wilson against the board and the stock's 40% year-to-date loss.
Yahoo FinanceThe speaker examines the company's outlook following the CEO change and the intense competition in apparel retail. He reviews the challenges posed by the fragmented sector structure and the rationale for shifting from a previous short position.
CNBC TelevisionThe speaker scrutinizes Lululemon's underperformance, management changes, and the involvement of activist investor Elliot Management.
Yahoo FinanceThe speaker examines the positive impact of the CEO change despite competitive market conditions and the potential for the stock to move on market sentiment rather than fundamentals.
Yahoo FinanceThe speaker discusses activist investor Elliot Management taking a large stake in the company and potential management changes.
Yahoo FinanceThe speaker examines the company's fourth-quarter financial results, 2026 guidance, and the ongoing CEO search process.
* Does not constitute investment advice
The speaker scrutinizes the company's management changes, new product strategies, and growth potential in international markets alongside technical data.
* Does not constitute investment advice
Evaluates the company's financial performance, margin structure, and discount status relative to current market multiples.
* Does not constitute investment advice
Assesses the product quality issues and leadership transition alongside potential second-half recovery drivers.
* Does not constitute investment advice
The speaker examines Lululemon's current challenges regarding product quality and management transitions, weighing these risks against future margin recovery expectations.
* Does not constitute investment advice
The speaker analyzes that despite tariff uncertainties, the company is focusing on operational efficiency and valuations are at attractive levels.
* Does not constitute investment advice
The speaker scrutinizes the regional expansion strategies and new investment possibilities of athletic apparel retailer Lululemon.
* Does not constitute investment advice
The speaker maintains a neutral view, noting that the company's recovery process will take time amidst product recall issues and increasing competition.
* Does not constitute investment advice
The speaker scrutinizes issues in the company's product strategy, the decline in stock performance, and the risks posed by activist investor pressure.
* Does not constitute investment advice
The speaker examines the better-than-expected preliminary financial results and the market advantage the company maintains despite rising sector competition.
* Does not constitute investment advice
The speaker evaluates the expectation of an approximate 580 basis point drop in Q4 gross margin due to the impact of new tariffs.
* Does not constitute investment advice
The speaker evaluates the probability of the stock creating a potential recovery and turnaround story from current levels.
* Does not constitute investment advice
The speaker analyzes the trend shift in consumer spending from athleisure to casual wear and its negative impact on the company's holiday season performance.
* Does not constitute investment advice
The speaker scrutinizes the brand's market saturation in the US and the risks associated with brand overextension.
* Does not constitute investment advice
The speaker examines Lululemon founder Chip Wilson's initiative to shake up the board and the company's loss of market share. The stock's 45% annual decline, stagnating sales, and the rise of competitors like Alo Yoga are analyzed.
* Does not constitute investment advice
The host discusses the proxy fight launched by founder Chip Wilson against the board and the stock's 40% year-to-date loss.
* Does not constitute investment advice
The speaker examines the company's outlook following the CEO change and the intense competition in apparel retail. He reviews the challenges posed by the fragmented sector structure and the rationale for shifting from a previous short position.
* Does not constitute investment advice
The speaker scrutinizes Lululemon's underperformance, management changes, and the involvement of activist investor Elliot Management.
* Does not constitute investment advice
The speaker examines the positive impact of the CEO change despite competitive market conditions and the potential for the stock to move on market sentiment rather than fundamentals.
* Does not constitute investment advice
The speaker discusses activist investor Elliot Management taking a large stake in the company and potential management changes.
* Does not constitute investment advice