It’s ‘Hard to Have Conviction’ in Lululemon Stock Right Now, According to Analysts. Should You Sell LULU Here?

Lululemon Athletica (LULU) built its name on premium athletic apparel, combining performance, style, and lifestyle appeal. But the brand’s recent performance has been anything but premium. Weak demand in its largest market, the Americas, along with slowing product innovation and rising competition, has dragged U.S. revenue growth down. Last year’s attempts at “newness” with updated colors and sizes failed to spark excitement, leaving Wall Street unimpressed.

Management is now banking on a bold spring 2026 collection — featuring 35% new designs from an untested designer — to breathe life back into the brand. But uncertainty looms. Will these new styles capture attention? Or will the risks of higher fashion and markdowns outweigh potential gains?