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Benzinga
Benzinga
Business
Akanksha Bakshi

Lululemon Runs Into Tariff Trouble While Racing To Refresh Core Collections

LULU Lululemon Dana Telsey Lululemon Athletica Lululemon Athletica Inc United States
Lululemon Athletica Inc.

Lululemon Athletica Inc. (NASDAQ:LULU) heads into its third-quarter report with slowing sales growth, a sharp margin squeeze from tariffs and weaker U.S. demand, as investors watch whether a major product “newness” push can reignite momentum, but likely not before 2026.

Telsey Advisory Group analyst Dana Telsey maintains a Market Perform rating on Lululemon Athletica and reiterates a $200 price target, previewing fiscal third-quarter 2025 results due after the close on Thursday, December 11, and focusing on the outlook and assortment commentary.

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