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 moderate signals.
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| LI | Li Auto Inc | 27 | +7% | β2% | NEUTRAL |
| JD | JD.com Inc | 27 | +13% | β2% | EARLY |
| DEO | Diageo PLC | 27 | +8% | β2% | NEUTRAL |
| ULVR.L | Unilever | 27 | β | β2% | NEUTRAL |
| BTI | British American Tobacco PLC | 27 | +14% | 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% |