What is Zacks Research’s Forecast for LULU FY2026 Earnings?

lululemon athletica inc. (NASDAQ:LULU) – Stock analysts at Zacks Research increased their FY2026 earnings per share (EPS) estimates for shares of lululemon athletica in a research report issued on Wednesday, December 24th. Zacks Research analyst Team now expects that the apparel retailer will earn $13.01 per share for the year, up from their prior forecast of $12.97. Zacks Research currently has a “Hold” rating on the stock. 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 2026 earnings at $4.72 EPS, Q1 2027 earnings at $2.15 EPS, Q2 2027 earnings at $2.81 EPS, Q3 2027 earnings at $2.50 EPS, Q4 2027 earnings at $5.11 EPS, FY2027 earnings at $12.57 EPS, Q2 2028 earnings at $3.05 EPS, Q3 2028 earnings at $2.66 EPS and FY2028 earnings at $13.43 EPS.

lululemon athletica (NASDAQ:LULU) last posted its quarterly earnings results on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.22 by $0.37. The firm had revenue of $2.57 billion during the quarter, compared to the consensus estimate of $2.48 billion. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The firm’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.53 earnings per share. lululemon athletica has set its FY 2025 guidance at 12.920-13.020 EPS and its Q4 2025 guidance at 4.660-4.760 EPS.

LULU has been the topic of a number of other research reports. Truist Financial lowered shares of lululemon athletica from a “buy” rating to a “hold” rating and set a $170.00 price objective on the stock. in a research note on Friday, September 5th. Dbs Bank dropped their target price on lululemon athletica from $165.00 to $134.00 in a research report on Friday, September 19th. Rothschild & Co Redburn lowered their price target on lululemon athletica from $230.00 to $160.00 and set a “sell” rating on the stock in a report on Friday, September 12th. Jefferies Financial Group increased their price target on lululemon athletica from $170.00 to $200.00 and gave the company a “hold” rating in a research note on Thursday, December 18th. Finally, Sanford C. Bernstein lowered shares of lululemon athletica from an “outperform” rating to a “market perform” rating and set a $190.00 target price for the company. in a research note on Thursday, October 16th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty-two have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $228.19.

lululemon athletica Price Performance

NASDAQ LULU opened at $212.54 on Monday. lululemon athletica has a 1-year low of $159.25 and a 1-year high of $423.32. The firm has a market capitalization of $24.93 billion, a P/E ratio of 14.73, a P/E/G ratio of 12.89 and a beta of 1.01. The business’s 50-day simple moving average is $183.26 and its 200-day simple moving average is $194.63.

Insiders Place Their Bets

In related news, insider Celeste Burgoyne sold 13,511 shares of the stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the completion of the sale, the insider owned 5,318 shares in the company, valued at $1,084,872. This trade represents a 71.76% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.54% of the stock is owned by company insiders.

Institutional Trading of lululemon athletica

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Hancock Whitney Corp increased its stake in lululemon athletica by 4.6% in the 1st quarter. Hancock Whitney Corp now owns 951 shares of the apparel retailer’s stock valued at $269,000 after buying an additional 42 shares during the last quarter. Optimize Financial Inc raised its stake in lululemon athletica by 2.3% during the first quarter. Optimize Financial Inc now owns 2,043 shares of the apparel retailer’s stock worth $578,000 after acquiring an additional 45 shares in the last quarter. Novem Group increased its holdings in shares of lululemon athletica by 1.4% during the second quarter. Novem Group now owns 3,201 shares of the apparel retailer’s stock worth $760,000 after buying an additional 45 shares in the last quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych increased its position in lululemon athletica by 9.1% in the 2nd quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 600 shares of the apparel retailer’s stock valued at $143,000 after acquiring an additional 50 shares during the period. Finally, Centurion Wealth Management LLC raised its position in lululemon athletica by 6.4% during the 2nd quarter. Centurion Wealth Management LLC now owns 868 shares of the apparel retailer’s stock worth $206,000 after purchasing an additional 52 shares during the last quarter. 85.20% of the stock is owned by institutional investors.

Key lululemon athletica News

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

• Positive Sentiment: Founder nominates three independent directors — Chip Wilson formally nominated three experienced director candidates, arguing board change is needed before a new CEO is chosen; investors often view founder-led nominations as a credible route to faster governance and strategy changes. Chip Wilson Nominates Three Independent Director Candidates (PR Newswire)
• Positive Sentiment: Buyback capacity remains a tailwind — Lululemon expanded its repurchase authorization (an additional ~$1B announced in December), which supports EPS and signals management/board willingness to return capital during the turnaround. That buyback narrative is propped up as a near-term support for the stock. These 3 Consumer Stocks Just Authorized Big-Time Buyback Programs (MarketBeat)
• Neutral Sentiment: Company urges shareholders to wait — Lululemon issued a formal comment saying shareholders are not required to take any action now and that the board has engaged with Wilson for years, aiming to reduce immediate proxy confusion; this tempers but does not eliminate uncertainty. lululemon Comments on Chip Wilson’s Notice (BusinessWire)
• Neutral Sentiment: Analyst context — The stock had been one of 2025’s most-downgraded names but showed signs of late-year stabilization after solid Q3 results and guidance; analysts remain mixed, so brokerage reactions could drive intraday moves. 2025’s Most Downgraded Stocks (MarketBeat)
• Negative Sentiment: Proxy fight increases short-term uncertainty — Multiple outlets report Wilson’s campaign is timed around the company’s CEO transition (Calvin McDonald’s upcoming departure), which raises governance and succession risk that can weigh on sentiment until the board/shareholders resolve the dispute. Lululemon Founder Launches Proxy Fight (WSJ)
• Negative Sentiment: Leadership transition spotlighted — Coverage emphasizes the company is searching for a new CEO amid slowing domestic momentum and margin pressures in 2025; any drawn-out board fight could delay a clear succession plan and execution on strategy. Chip Wilson Pushing for Leadership Change (Financial Post)

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.