2026-10-25
Lululemon Athletica clears the business-activity screen and the figures we can measure look clean, but one or more financial figures are still pending, so the verdict is not final yet.
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latest tape · as of 18:06 UTC
The Screen · Consumer Cyclical · Apparel Retail
Lululemon Athletica
LULU · a US exchange · USD · Market cap $12.4B · 39,000 employees
lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada,…
Not yet scored106.95 USD
Price as of 3 Nov 2026Daily close, not a live quote
Screened 2026-11-03 · the tape above runs as of 18:06 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
- Price106.95 USD at the 3 Nov 2026 close
- Our value readOvervalued vs our fair value, as of 3 Nov 2026
- Our regime readMarkup, as of 3 Nov 2026
- Ethical screenNot yet scored
- OptionsOpen interest leans slightly to calls (put/call 0.94)
- Last reviewed3 Nov 2026 (1 days ago)
- Release timesRelease and earnings times on your chart: Event Guard Mentor
A summary of the dated readings below, not a live quote and not advice.
PRICE · ONE YEAR
Our fair-value range: $69.17 to $112.40, base estimate $88.41 (screen dated 2026-11-03).
- Trend Markup
- Insiders no filings inside 60 days, left as found
- Positioning political selling, disclosed 2026-09-25
- Options put/call open interest 0.94, read 2026-11-03
- Ethical screen not yet scored
Price106.95 USD
Fair value88.41
Ethical score86.0/100
Value readOvervaluedas of 3 Nov 2026
Our investment reviews on this name
2026-10-25Read Markup97.10+10.1% to today ✓Accumulation gives way to Markup
2026-10-18Read Accumulation97.10+10.1% to today ✓Markdown gives way to Accumulation
2026-10-11Read Markdown100.58+6.3% to today Distribution gives way to Markdown after a 17% slide in 5 weeks
2026-09-04Read Distribution121.07-11.7% to today ✓Accumulation gives way to Distribution
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
The full research record, in depth, below
This name holds its markup label.
Lululemon Athletica holds its Markup at $106.95. Consolidating, no directional conviction, held for 19 days.
| Phase | Markup |
| Quantitative state | Consolidating, no directional conviction, held for 19 days |
| Price at the screen | $106.95 |
| Valuation | 8.83 trailing · 12.40 forward price to earnings |
| Values screen | Not scored · score 86.0 |
| Beta | 0.92 |
Five Screens, Shown in Full
This security has not been fully scored against the values screen yet.
| Test | Figure | Limit | What it means | Status |
|---|---|---|---|---|
| Business activity | Permissible | Core business clean | Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending. | Pass |
| Debt load | 21.27% | Below 33% | Interest-bearing debt is just 21.3% of its assets, well under the one-third ceiling: it does not run on borrowed money. | Pass |
| Interest-bearing cash | 0.00% | Below 33% | Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit. | Pass |
| Receivables | 23.62% | Below 49% | Money owed to the company is 23.6% of assets, under the 49% limit. | Pass |
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical ReadThe Read, in Plain English
Lululemon Athletica clears the business-activity screen and the figures we can measure look clean, but one or more financial figures are still pending, so the verdict is not final yet.
Read as at 2026-11-04. It updates when the underlying figures move, and past reads are kept below.
2026-09-24
Clears
Lululemon Athletica clears all five screens. Its business is in a permissible area, its interest-bearing debt is about 21%, inside the ~33% line, and almost none of its income is interest, so it passes.
Earlier reads, kept as written. The ethical profile is tracked over time, not overwritten.
What the Numbers Say It Is WorthThe Fair Value Range
Our analysis reads Overvalued vs our fair value, as of 3 Nov 2026: it trades above our $88.41 fair value estimate, moderate competitive moat.
How a fair value is estimated: discounted cash flow (DCF).
Fair value range in USD, drawn from the 2026-11-03 screen. The gold marker is the market price at the same screen. The price runs 21.0% above the base estimate.
Third-party analyst targets: 28 covering, consensus Hold. The average target sits −7% from the screen price.
Reading the gap · Both our model and the Street see limited upside at this price.
Price History & ProjectionsWhere our models see it going: fair-value estimate $88.41, with a range of $69.17 to $112.40, dated to the 2026-11-03 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain WordsYoga pants still selling when shoppers tighten belts
Walk past any high street changing room and you still see shoppers reaching for premium technical kit even as household budgets shrink. Lululemon keeps that habit alive with a moderate brand moat that lets it charge more than basic sportswear while holding a 13 percent profit margin and a 32 percent return on equity.
The shares trade at 10.3 times forward earnings with revenue up 4 percent, giving a modest 6 percent margin of safety against our fair value of 123.44 from the current 116.33 price. Twenty six analysts sit on a hold rating with a 122 median target, yet the business clears our ethical screen and continues to deliver cash returns that many apparel names cannot match.
Apparel retail remains cyclical though, and a low multiple on peak earnings can simply mark the start of the next downswing rather than a bargain. Slower growth leaves little room for disappointment if consumer spending turns. Analysis, not advice.
| Forward P/E | 12.4xreasonably valued |
| Trailing P/E | 8.8xvery cheap relative to earnings |
| EPS, trailing | 12.15 |
| EPS, forward | 8.65 |
| Revenue growth | -4.3%revenue is shrinking |
| Profit margin | 12.8%thin but positive margins |
| Return on equity | 30.9%an exceptional return on shareholder capital |
| FCF yield | 9.25% |
| Debt to equity | 0.45minimal debt: a conservative balance sheet |
| Current ratio | 2.19comfortably covers its short-term bills |
| Beta | 0.92steadier than the market |
| Short interest, float | 0.15% |
| 52-week range | 90.38 - 225.98 |
| Moat | MODERATE |
| Market cap | $12.4B |
| Employees | 39,000 |
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The things to watch: its business and earnings are exposed to Canada and to currency swings.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to TradeLULU trades on a US exchange (the company is based in Canada). As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
Every Entry, As Written
2026-11-01
Markup $107.24
+10.4% Entry 10
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 10.4% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 53%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (28 analysts) rates it hold, with a mean price target of $104. Insiders have been net sellers over the past quarter.
2026-10-25
Markup · changed $97.10
+0.0% Entry 9
The framework has shifted from accumulation to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 53%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (28 analysts) rates it hold, with a mean price target of $104. Insiders have been net sellers over the past quarter.
2026-10-18
Accumulation · changed $97.10
-3.5% Entry 8
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 3.5% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 53%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (27 analysts) rates it hold, with a mean price target of $105. Insiders have been net sellers over the past quarter.
2026-10-11
Markdown · changed $100.58
+0.0% Entry 7
The framework has shifted from distribution to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 53%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (27 analysts) rates it hold, with a mean price target of $105. Insiders have been net sellers over the past quarter.
2026-10-02
Distribution $100.58
-16.9% Entry 6
Our analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 16.9% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 53%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (27 analysts) rates it hold, with a mean price target of $105. Insiders have been net sellers over the past quarter.
2026-09-04
Distribution · changed $121.07
+0.6% Entry 5
The framework has shifted from accumulation to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 0.6% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 53%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (26 analysts) rates it hold, with a mean price target of $127. Insiders have been net sellers over the past quarter.
2026-08-04
Accumulation · changed $120.32
+5.3% Entry 4
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 5.3% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 53%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (25 analysts) rates it hold, with a mean price target of $177. Insiders have been net sellers over the past quarter.
2026-07-18
Markdown $114.23
+0.0% Entry 3
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are down 53%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (25 analysts) rates it hold, with a mean price target of $177. Insiders have been net sellers over the past quarter.
2026-07-03
Markdown $114.23
+0.0% Entry 2
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows negative risk-adjusted returns.
2026-07-02
Markdown $114.23
Entry 1
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows negative risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
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| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-27 | Burgoyne Meghan Frank | President, Global Guest Innovation and Product | Sale | 1,000 | $370,000 |
| 2026-05-27 | Burgoyne Meghan Frank | President, Global Guest Innovation and Product | Award/Grant | 1,000 | · |
| 2026-05-27 | Burgoyne Meghan Frank | President, Global Guest Innovation and Product | Tax Withholding | 500 | $185,000 |
| 2026-05-27 | Burgoyne Meghan Frank | President, Global Guest Innovation and Product | Sale | 2,000 | $740,000 |
| 2026-05-27 | Burgoyne Meghan Frank | President, Global Guest Innovation and Product | Award/Grant | 2,000 | · |
| 2026-05-27 | Burgoyne Meghan Frank | President, Global Guest Innovation and Product | Tax Withholding | 1,000 | $370,000 |
| 2026-05-27 | Burgoyne Meghan Frank | President, Global Guest Innovation and Product | Sale | 1,000 | $370,000 |
| 2026-05-27 | Burgoyne Meghan Frank | President, Global Guest Innovation and Product | Award/Grant | 1,000 | · |
| 2026-05-27 | Burgoyne Meghan Frank | President, Global Guest Innovation and Product | Tax Withholding | 500 | $185,000 |
| 2026-05-27 | Burgoyne Meghan Frank | President, Global Guest Innovation and Product | Sale | 2,000 | $740,000 |
Public filings, recorded as found. The full tape lives at Insider Intelligence.
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 2026-09-25 | Ro Khanna | Democrat | sell | 1K–15K |
| 2026-09-25 | Ro Khanna | Democrat | sell | 1K–15K |
| 2026-09-04 | Diana Harshbarger | Republican | sell | 50K–100K |
| 2026-08-24 | Ro Khanna | Democrat | buy | 1K–15K |
| 2026-08-24 | Ro Khanna | Democrat | buy | 1K–15K |
| Period | Price then | Price return | Divs per share | $1,000 became | Total return |
|---|---|---|---|---|---|
| 1 month | $126.34 | -4.5% | · | $955 | -4.5% |
| 2 months | $163.86 | -26.4% | · | $736 | -26.4% |
| 3 months | $158.19 | -23.7% | · | $763 | -23.7% |
| 6 months | $187.01 | -35.5% | · | $645 | -35.5% |
| 1 year | $258.50 | -53.3% | · | $467 | -53.3% |
| 2 years | $318.26 | -62.1% | · | $379 | -62.1% |
| 3 years | $360.40 | -66.5% | · | $335 | -66.5% |
| 5 years | $338.30 | -64.3% | · | $357 | -64.3% |
Historical returns from market close data. Past performance does not guarantee future results.
This entry now belongs to the ledger. Whatever LULU does next, these words stay.
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