Recent discussions on X about Lululemon Athletica (LULU) have centered on the company’s challenging year, with a significant stock price decline of around 40% year-to-date, as noted in various posts. Many users have expressed concerns over weakening demand in the U.S. market, mounting competition from brands like Alo and Vuori, and broader macroeconomic pressures such as tariffs and foreign exchange headwinds. The narrative around the stock often highlights skepticism about management decisions and the brand’s relevance in a shifting retail landscape.
Despite the gloom, there is a countercurrent of optimism among some X users who point to Lululemon’s strong balance sheet, continued market share growth, and potential for recovery driven by expansion in China and product innovation. Analysts’ price targets circulating on the platform suggest a potential rebound, with some projecting significant upside if the company can navigate current headwinds. This polarized dialogue keeps the conversation around LULU dynamic and closely watched by investors.
Note: This discussion summary was generated from an AI condensation of post data.
Lululemon Athletica Congressional Stock Trading
Members of Congress have traded $LULU stock 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $LULU stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 2 purchases worth up to $30,000 on 04/08, 04/04 and 1 sale worth up to $15,000 on 06/17.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 3 times. They made 1 purchase worth up to $50,000 on 04/07 and 2 sales worth up to $100,000 on 05/12, 04/17.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 02/25 and 1 sale worth up to $15,000 on 04/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Lululemon Athletica Insider Trading Activity
Lululemon Athletica insiders have traded $LULU stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $LULU stock by insiders over the last 6 months:
- CALVIN MCDONALD (Chief Executive Officer) has made 0 purchases and 2 sales selling 27,049 shares for an estimated $6,375,226.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Lululemon Athletica Hedge Fund Activity
We have seen 512 institutional investors add shares of Lululemon Athletica stock to their portfolio, and 693 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 5,110,541 shares (+54.3%) to their portfolio in Q1 2025, for an estimated $1,446,589,735
- EDGEWOOD MANAGEMENT LLC removed 2,120,943 shares (-71.6%) from their portfolio in Q1 2025, for an estimated $600,354,125
- FRANKLIN RESOURCES INC added 832,820 shares (+669.9%) to their portfolio in Q1 2025, for an estimated $235,738,029
- CITADEL ADVISORS LLC removed 691,098 shares (-85.5%) from their portfolio in Q1 2025, for an estimated $195,622,199
- GAMMA INVESTING LLC removed 560,510 shares (-99.6%) from their portfolio in Q2 2025, for an estimated $133,165,965
- CAPITAL WORLD INVESTORS removed 486,413 shares (-22.5%) from their portfolio in Q1 2025, for an estimated $137,684,063
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 481,827 shares (+89.3%) to their portfolio in Q1 2025, for an estimated $136,385,950
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Lululemon Athletica Analyst Ratings
Wall Street analysts have issued reports on $LULU in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 06/06/2025
- BTIG issued a "Buy" rating on 06/06/2025
- Needham issued a "Buy" rating on 06/06/2025
- Telsey Advisory Group issued a "Outperform" rating on 06/06/2025
- Keybanc issued a "Overweight" rating on 06/06/2025
- Baird issued a "Outperform" rating on 06/06/2025
- Truist Securities issued a "Buy" rating on 06/06/2025
To track analyst ratings and price targets for Lululemon Athletica, check out Quiver Quantitative's $LULU forecast page.
Lululemon Athletica Price Targets
Multiple analysts have issued price targets for $LULU recently. We have seen 19 analysts offer price targets for $LULU in the last 6 months, with a median target of $290.0.
Here are some recent targets:
- Ike Boruchow from Wells Fargo set a target price of $225.0 on 08/04/2025
- Anna Andreeva from Piper Sandler set a target price of $200.0 on 07/29/2025
- Matthew Boss from JP Morgan set a target price of $224.0 on 07/22/2025
- Adrienne Yih from Barclays set a target price of $270.0 on 06/09/2025
- Mingkai Zhuang from CICC set a target price of $280.49 on 06/09/2025
- Alexandra Steiger from Morgan Stanley set a target price of $280.0 on 06/09/2025
- Simeon Siegel from BMO Capital set a target price of $250.0 on 06/06/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
