Stocks / Apparel & Footwear
LULUApparel & Footwear
lululemon athletica inc.
$98.921d +2.5%5d +2.3%settled close · 2026-09-17
Mkt cap $19B (3/25)β -0.2152w $97–192Shares 110.5MInd. Apparel & Other Finishd Prods Of Fabrics & Similar MatlNasdaq since 2007Emp. 39,000HQ Vancouver, A1lululemon.com
The tape, with the calls on it
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.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about LULU
2 long3 shortlatest 2026-09-04
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-04 | Punam Goyel | Bearish | Bloomberg Open Interest | Lululemon's turnaround is structurally challenged by execution failures, 6–9 month product lead times, loss… |
| 2026-09-03 | Stacey Widlitz | Bearish | Bloomberg The Close | Two years of unresolved product missteps, accelerating competition from Alo and Vuori, deepening… |
| 2026-02-24 | Elsa Student Presenter | 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 $17, and the… |
| 2023-01-06 | Jeff Mills | Bullish | CNBC Fast Money Final Trade | LULU could fill the technical gap despite broader retail concerns, making it a near-term trade opportunity |
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Earnings
Next report: 9 Dec 2026 after the close
Confirmed date · consensus EPS 1.18. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 3 Sep 2026 | after the close | 2.06 vs 1.83 | +0.8% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where LULU’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 13 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
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| 2026-09-10 | ||||||
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| 2026-04-22 | ||||||
| 2026-04-20 | ||||||
| 2019-08-01 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
LULU is in this morning’s Brief.
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