Baird has downgraded Lululemon Athletica Inc (LULU) from Outperform to Neutral as of September 22, 2025. The current share price stands at $167.01.
This move underscores a shift in sentiment regarding Lululemon's outlook, potentially reflecting heightened concerns about competitive pressures, market conditions, or execution risks that may affect the company's performance. Lululemon, headquartered in Vancouver, British Columbia, designs, distributes, and retails technical athletic apparel, footwear, and accessories, employing 39,000 full-time staff across various channels, including e-commerce and physical stores.
As of November 1, 2025, the analyst consensus on Lululemon includes 5 Strong Buy, 4 Buy, 28 Hold, 1 Sell, and 1 Strong Sell ratings, indicating a general stance of Hold among analysts. Upcoming earnings are scheduled for December 3, 2025, with an estimated EPS of $2.25 and revenue of $2.5 billion.
Analyst ratings and price targets serve as professional assessments based on research. They reflect assumptions and estimates that may not materialise as anticipated. Investment decisions should consider broader factors, including company fundamentals and industry trends, with analyst views as one of many inputs.
Analyst ratings can evolve over time as new information emerges, and differing opinions may exist among analysts regarding the same company.