Overview
- Lululemon shares are down about 53% year to date as of Oct. 28, reflecting a year of pressure on demand and profitability.
- Tariffs, inflation and intensifying competition have slowed growth and weighed on margins, feeding uncertainty about the outlook.
- The stock trades around 13 times forward earnings in the report, a steep discount to peers such as Nike at just over 40 times.
- Management is leaning on product innovation, including a move into NFL-branded apparel, as part of its recovery effort.
- Analysis from The Motley Fool frames potential share-price gains by 2028 as a scenario, while take-private chatter involving founder Chip Wilson remains speculative.