Lululemon's US growth has decelerated as the premium athleisure category matures and Alo Yoga, Vuori capture incremental share. China remains the bright spot with 30%+ growth. Men's category and international expansion are the growth vectors. Inventory and margin management have improved. Brand strength remains but valuation has compressed appropriately. Watch for return to mid-teens US growth as inflection signal.
Thesis reviewed May 29, 2026
Lululemon Athletica Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States82EXITView United States risk detail βπConsumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| JD | JD.com Inc | 27 | +13% | β2% | EARLY |
| NIO | NIO Inc | 27 | -10% | β2% | AVOID |
| LI | Li Auto Inc | 27 | +7% | β2% | NEUTRAL |
| BTI | British American Tobacco PLC | 27 | +14% | β2% | EARLY |
| DEO | Diageo PLC | 27 | +8% | β2% | NEUTRAL |
| RACE | Ferrari NV | 27 | +17% | β2% | EARLY |
| TM | Toyota Motor Corporation | 27 | +12% | β2% | EARLY |
Investors who hold LULU may also have indirect exposure through these country funds.
Lululemon US comp sales flat, men's category outperforms
China revenue +35% YoY on store expansion and category build
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Mar 13, 26 | -14.6% |
| Dan NewhouseWA | R | Buy | $1kβ$15k | Dec 11, 25 | -36.0% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Sep 3, 24 | -48.7% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Jun 24, 24 | -57.5% |
| Thomas H Tuberville | Sell | $1kβ$15k | May 3, 24 | -57.1% |