LULUApparel & Footwear
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Get what investors say about LULU next
4 investor calls on LULU in the last 90 days (1 bullish, 2 bearish). Follow LULU free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what LULU did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about LULU
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-15 | Jesse FelderAuthor, The Felder Report | Bullish | Thoughtful Money (Adam Taggart) | Lululemon is a great brand trading at historically cheap valuations, deeply out of favor in the current… |
| 2026-10-06 | Everything Money HostFounder and Host, Everything Money | Neutral | Michael Burry | Stock trades at 8.5x free cash flow with 56% gross margins and a strong multi-year growth track record, but… |
| 2026-09-04 | Punam GoyelRetail analyst, Bloomberg Intelligence | Bearish | Bloomberg Open Interest | Lululemon's turnaround is structurally challenged by execution failures, 6–9 month product lead times, loss… |
| 2026-09-03 | Stacey WidlitzPresident & founder, SW Retail Advisors | Bearish | Bloomberg The Close | Two years of unresolved product missteps, accelerating competition from Alo and Vuori, deepening… |
| 2026-02-24 | Elsa Student PresenterStudent presenter, Columbia Business School stock pitch challenge | Bullish | Value Investing with Legends | Lululemon is a category-defining brand trading at a five-year valuation floor of 15x forward PE due to… |
| 2025-10-27 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bearish | The Compound | Lululemon's management has failed to differentiate against Costco selling equivalent product for $17, and the… |
| 2025-10-26 | François RochonPresident & Portfolio Manager, Giverny Capital | Bullish | Francois Rochon | Lululemon's US revenue growth has stalled while brand quality and international growth remain intact, making… |
| 2023-01-06 | Jeff MillsCIO, Bessemer Trust | Bullish | CNBC Fast Money Final Trade | LULU could fill the technical gap despite broader retail concerns, making it a near-term trade opportunity |
Next report: 9 Dec 2026 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 3 Sep 2026 | after the close | 2.06 vs 1.83 | +0.8% |
Notable options days
Sessions in the last 120 where LULU’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-22 | ||||||
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| 2026-06-04 |
LULU on the Wheel
LULU did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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