2026-09-28 → 10-08 Company Bear
Lululemon CEO ousts two executives, creates new positions Governance risk escalates as leadership changes draw market attention
D1 -0.7% · +5d -7.4%
› 3 waves of this story2026-09-28 Multiple sources confirm deep decline and low valuation; leadership criticized, governance risk rising2026-09-28 Analysts criticize management for downplaying challenges; investors fear governance risk and potential activist pressure2026-10-08 Governance risk escalates as leadership changes draw market attention2026-10-03 → 10-07 Company Bear
LULU hits 8.5-year low, Burry exits long position Continued decline prompts investor exit, signaling bearish sentiment
D1 -1.4% · +5d +1.6%
› 3 waves of this story2026-10-03 Shares touch ~$94, a fresh 52-week low; stock down 54% so far this year2026-10-06 Hit fresh 52-week lows on Oct 5 and 6, appearing on S&P 500 new-low lists2026-10-07 Continued decline prompts investor exit, signaling bearish sentiment2026-09-09 → 09-18 Company Bear
LULU Down 14%, Cuts Guidance, Refreshes Product Strategy to Restore Full-Price Sales Weak demand and margin pressure prompt SKU reduction and 20% chase order increase
D1 -3.4% · +5d -3.8%
› 5 waves of this story2026-09-09 Zacks deep-dives international revenue; analysts eye product innovation & distribution; multiple firms initiated coverage on 9/92026-09-14 Former Nike exec Heidi O'Neill took over as CEO in Sept; stock down >75% over 5 years2026-09-14 New CEO Heidi O'Neill took over this month; current-quarter sales may be down 11%2026-09-18 Multiple outlets report stock at $96; Q2 tariff refunds boost profit but weak demand and lower guidance2026-09-18 Weak demand and margin pressure prompt SKU reduction and 20% chase order increase2026-09-11 → 09-18 Capital
LULU Bull-Bear Split: Heavy Put Premium, Some See Bottom Heavy put premium sparks bottom speculation; firm buys with bull case
D1 +2.2% · +5d -0.9%
› 2 waves of this story2026-09-11 Baird raised stake 7.4% in Q2; technicians eye trades near $100 as bulls and bears clash2026-09-18 Heavy put premium sparks bottom speculation; firm buys with bull case2026-08-26 → 09-18 Earnings Bear
LULU shares sink to $96, multi-year low, drawing analyst attention Down over 80% from highs, valuation and fundamentals debated across media and traders
D1 -1.7% · +5d +3.2%
› 14 waves of this story2026-08-26 Low expectations: sharp profit decline and only second sales drop as public company2026-08-28 Multiple sources confirm upcoming report; 2-3% rev drop & 42-43% net income plunge expected, vs strong beat track record & positive ESP2026-08-28 Zacks notes Q2 earnings decline and beat streak; earnings week calendars list LULU2026-08-31 Multiple sources confirm earnings date; focus on steep EPS decline forecast2026-09-01 Ahead of earnings, analysts flag guidance risk and China slowdown2026-09-02 Zacks sees EPS $1.79, revenue $2.47B, down 2.3% YoY; report due this week2026-09-03 Earnings due tomorrow; options pricing implies a significant move as market awaits profit decline details2026-09-04 Q2 revenue $2.4B miss, comps -9%, FY revenue guide cut to $10.35-10.5B2026-09-04 Q2 revenue $2.42B misses, comps -10%, FY guide cut to $10.35-10.5B, shares below $1002026-09-05 Q2 report shows weakening comps, third guidance cut, stock at 8-year low.2026-09-08 Sell ratings pile up, lowest PT $44; core momentum deteriorating2026-09-11 After Q2 report, company cut full-year guidance; shares fell 20% to ~$100 and hit new 52-week lows2026-09-16 September earnings update lowered management's outlook, pressuring shares2026-09-18 Down over 80% from highs, valuation and fundamentals debated across media and traders2026-09-15 8-K filing
8-K: Item 5.02, Item 5.03, Item 9.01 D1 -1.9% · +5d +5.4%
2026-09-05 → 09-12 Capital Bear
Burry Calls LULU 'Fat Ball' but Cramer Skeptical; Stock Hits 8-Year Low Cramer bluntly calls LULU 'thoroughly broken stock'; BMO initiates at underperform with $70 target, suggesting potential bottom at $50
D1 +2.6% · +5d -4.7%
› 6 waves of this story2026-09-05 Prominent investor Michael Burry discloses LULU as largest holding, plans aggressive accumulation below $1002026-09-05 Burry confirms LULU as top holding, plans to add below $100.2026-09-08 After earlier comments, Burry has built a position, making LULU his largest holding, signaling contrarian interest.2026-09-10 Burry short ORCL/PLTR/NBIS; LULU short position remains in focus2026-09-11 Prominent investors split on LULU as shares hit multi-year low, underscoring deep market divide2026-09-12 Cramer bluntly calls LULU 'thoroughly broken stock'; BMO initiates at underperform with $70 target, suggesting potential bottom at $502026-09-08 Company
Founder Chip Wilson's Divorce Continues to Unfold, Adding Uncertainty to LULU Reports add details but no new facts, just repetition, absorbed.
D1 +2.6% · +5d -4.7%
› 2 waves of this story2026-09-08 Divorce news compounds post-earnings selloff; investors watch founder's stake moves2026-09-07 Reports add details but no new facts, just repetition, absorbed.2026-09-04 8-K filing
8-K: Item 2.02, Item 9.01 D1 -17.4% · +5d -0.3%
2026-09-03 Earnings
Earnings report Q2 总净收入下降 4% 至 24 亿美元，可比销售额下降 10%，北美收入下降 8%，中国大陆收入增长 4%（按固定汇率下降 2%）。
D1 +1.4% · +5d -18.7%
2026-08-25 Company Bear
LULU leads retail selloff amid DKS earnings fallout Shares fall Tuesday, tracking DICK'S Sporting Goods' Q2 results; retail peers hit
D1 -3.6% · +5d -0.3%
2026-08-14 8-K filing
8-K: Item 8.01 D1 +0.0% · +5d +1.3%
2026-07-31 Capital Bull
Michael Burry adds to LULU long position Prominent investor adds LULU among selective longs outside AI/semis
D1 -0.5% · +5d +8.2%
2026-07-22 Capital Bear
Bank of New York Mellon Cuts LULU Stake by 10.8% Institutional stake reduction signals portfolio rebalancing
D1 -2.8% · +5d +5.0%
2026-07-16 → 07-17 Analyst Bear
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 story2026-07-16 Price target $94, reflecting near-term pressure2026-07-17 Analyst downgraded LULU to SELL at $94 in rating change2026-07-16 Capital Bull
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 story2026-07-16 Participates in $30M Series A, advancing sustainable materials2026-07-16 Company participates as investor in French startup's $30M Series A round2026-07-16 Analyst
Truist Securities downgrades to Sell D1 +1.2% · +5d -6.9%
2026-06-26 → 07-04 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 story2026-06-26 Burry's paid substack post on LULU draws criticism as 'shitco stock pick', with comparisons to PLTR2026-06-27 Burry posts 1,500-word abridged piece; AI analysis validates setup but rejects 'fat pitch' framing2026-07-04 Multiple X users cite Burry's LULU buy, citing oversold technicals and quality fundamentals2026-06-26 8-K filing
8-K: Item 5.02, Item 5.07 D1 +4.9% · +5d -1.6%
2026-06-12 → 06-25 Analyst Bear
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 story2026-06-12 Options market signals calmer expectations; survey adds color on sales and brand direction2026-06-13 Declining IV contrasts with notable investor loss, raising market attention2026-06-19 Stock closes at 8-year low; Director Charles Bergh purchases $500K worth of shares2026-06-23 Stock at 8-year low; Michael Burry is a holder, market watches2026-06-25 Multiple independent sources confirm ~50% YTD decline, extending the prior record-low trend.
