8-K filing
8-K: Item 8.01
D1 +0.0% · +5d +1.3%
CapitalBull
Michael Burry adds to LULU long position
Prominent investor adds LULU among selective longs outside AI/semis
D1 -0.5% · +5d +8.2%
14 earlier events›
CapitalBear
Bank of New York Mellon Cuts LULU Stake by 10.8%
Institutional stake reduction signals portfolio rebalancing
D1 -2.8% · +5d +5.0%
AnalystBear
Lululemon downgraded to SELL by analyst with $94 price target
Analyst downgraded LULU to SELL at $94 in rating change
D1 +1.2% · +5d -6.9%
›2 waves of this story
- 2026-07-16 Price target $94, reflecting near-term pressure
- 2026-07-17 Analyst downgraded LULU to SELL at $94 in rating change
Analyst
Truist Securities downgrades to Sell
D1 +1.2% · +5d -6.9%
CapitalBull
Lululemon backs nylon recycling startup Syntetica in $30M Series A
Company participates as investor in French startup's $30M Series A round
D1 +1.2% · +5d -6.9%
›2 waves of this story
- 2026-07-16 Participates in $30M Series A, advancing sustainable materials
- 2026-07-16 Company participates as investor in French startup's $30M Series A round
Analyst
Burry LULU long call gains retail backing amid ongoing debate
Multiple X users cite Burry's LULU buy, citing oversold technicals and quality fundamentals
D1 +4.9% · +5d -1.6%
›3 waves of this story
- 2026-06-26 Burry's paid substack post on LULU draws criticism as 'shitco stock pick', with comparisons to PLTR
- 2026-06-27 Burry posts 1,500-word abridged piece; AI analysis validates setup but rejects 'fat pitch' framing
- 2026-07-04 Multiple X users cite Burry's LULU buy, citing oversold technicals and quality fundamentals
8-K filing
8-K: Item 5.02, Item 5.07
D1 +4.9% · +5d -1.6%
AnalystBear
Lululemon Down 50% YTD, Among Worst S&P 500 Performers
Multiple independent sources confirm ~50% YTD decline, extending the prior record-low trend.
D1 -2.5% · +5d -11.2%
›5 waves of this story
- 2026-06-12 Options market signals calmer expectations; survey adds color on sales and brand direction
- 2026-06-13 Declining IV contrasts with notable investor loss, raising market attention
- 2026-06-19 Stock closes at 8-year low; Director Charles Bergh purchases $500K worth of shares
- 2026-06-23 Stock at 8-year low; Michael Burry is a holder, market watches
- 2026-06-25 Multiple independent sources confirm ~50% YTD decline, extending the prior record-low trend.
内部人买入Bull
Insider buying $0.5M (1)
D1 -2.2% · +5d -6.3%
CompanyBear
Lululemon revenue growth deceleration pressures margins
Analyst chart flags dwindling sales leverage, corroborating recent North America sales decline and guidance cut
D1 +5.0% · +5d +4.9%
›13 waves of this story
- 2026-05-20 Multiple sources report failed settlement talks; analyst floats merger idea with AS
- 2026-05-20 Settlement neared completion then collapsed; board digs in for AGM fight
- 2026-05-27 Analyst speculates board shift may relate to Aritzia M&A as plan B
- 2026-05-28 Founder Chip Wilson wins proxy battle; company confirms cooperation, with Wall Street noting his victory exceeded expectations
- 2026-05-29 Earnings week approaching; Raymond James reiterates Market Perform, sees company in transition
- 2026-06-01 Multiple sources confirm LULU earnings this week, first report since proxy fight resolution
- 2026-06-01 Multiple sources confirm LULU on earnings calendar for week starting June 1
- 2026-06-04 Multiple sources confirm earnings timing; commentary notes weak consumer trends and Alo competition
- 2026-06-05 Q1 EPS $1.69 vs $1.70 est; revenue beat but FY guidance lowered
- 2026-06-05 Stock continues post-earnings slide, premarket down 10%, now ~80% below Dec 2023 high
- 2026-06-08 Social media notes poor reception of new launches, while Alo Yoga's strong marketing and sales pose competitive pressure.
- 2026-06-08 72% drop from $414; new CEO not started; options IV declining
- 2026-06-09 Analyst chart flags dwindling sales leverage, corroborating recent North America sales decline and guidance cut
Analyst
2 analyst rating changes (1 up / 1 down)
D1 -8.6% · +5d +4.0%
8-K filing
8-K: Item 2.02, Item 9.01
D1 -0.9% · +5d -2.5%
Earnings
Earnings report
Q1 total net revenue rose 4% to $2.5 billion, but comparable sales decreased 2%; North America revenue decreased 3% with comparable sales down 6%
D1 -0.9% · +5d -2.5%
8-K filing
8-K: Item 1.01, Item 7.01, Item 9.01
D1 +2.9% · +5d -3.8%
8-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 -3.1% · +5d -8.6%
be the first
Be civil · your views are your own
Facts and opinions separated · All items sourced · Not investment advice
