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Bonus News from MarketBeat Media
Lululemon Stock Trades at 2018 Levels Despite Record Revenue: Time to Buy?Written by Sam Quirke. Posted: 4/15/2026. 
Key Points
- Lululemon is down nearly 70% from its all-time high but is starting to stabilize after a recent bounce.
- A compressed P/E ratio of 12 and decent underlying performance are creating an attractive risk/reward setup.
- Even neutral-rated analysts have price targets that imply meaningful upside, suggesting the stock may be heavily oversold at current levels.
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Shares of athleisure giant Lululemon Athletica Inc (NASDAQ: LULU) are trading just above $160, up more than 10% from the multi-year lows set in the last week of March. That bounce is encouraging, but it hasn’t changed the bigger picture: the stock remains about 28% below its December highs and nearly 70% below its all-time peak, making it one of the more painful holds in retail and apparel over the past couple of years. For investors who rode that selloff, the pain is understandable. For those on the sidelines, however, the setup is looking more interesting. Here’s why this could become a compelling buying opportunity. A Sharp Decline That May Have Gone Too Far
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Lululemon’s selloff has been driven largely by concerns about its growth trajectory, particularly in North America. What was once a dependable engine of expansion has slowed, prompting worries about market saturation and shifting consumer preferences. More broadly, investor appetite for premium consumer brands has cooled. When growth softens, buyers are less willing to pay a premium, and that shift in sentiment has compressed Lululemon’s valuation over the past year. As a result, shares have fallen back to 2018 levels even as revenues hit record highs. At the same time, rising competition in athleisure and evolving consumer tastes have made life harder for a company that was once the category disruptor. In short, Lululemon is now experiencing what it felt like to be disrupted. The Business Is Holding Up Better Than the StockDespite the share-price weakness, the underlying business has not deteriorated to the same extent. Lululemon continues to deliver solid results and has consistently topped analyst expectations, including a recent quarter that produced record revenues. Management’s 2026 Action Plan appears to be gaining traction. The company is refocusing on reaccelerating North American growth through product innovation, faster development cycles, and improved operational efficiency to win back high-value customers. International markets are also helping offset slower domestic growth. China remains a strong growth market, and the company’s entry into India provides an additional long-term growth runway. This diversification reduces reliance on North America and supports a more balanced growth profile. Taken together, these factors suggest fundamentals are intact even if valuation and sentiment are under pressure. Valuation and Analyst Targets Highlight the OpportunityThe disconnect between price and fundamentals becomes clearer when looking at valuation. The stock trades at roughly a 12X price-to-earnings ratio, near its lowest level in years and well below the roughly 18X multiple a year ago. For a company posting record revenue, trading back at 2018 multiples suggests the stock may be oversold. Recent analyst updates underscore that point. JPMorgan Chase and Robert W. Baird, among others, have maintained Neutral (or equivalent) ratings but still carry price targets of $196 and $190, respectively—comfortably above LULU’s current price. Even from those cautious calls, there’s as much as roughly 22% upside from today’s levels. When more conservative analysts imply meaningful upside, it’s a sign the market may have become overly pessimistic in pricing the shares. Early Signs of a Bottom, but Risks RemainThe recent bounce off multi-year lows suggests selling pressure may be easing. While it’s still early, this kind of price action can mark the initial stages of a bottom, particularly when sentiment improves and fundamentals remain stable. That said, this is not risk-free. The stock remains in a downtrend, and reversing that pattern will require more than a short-term rally. Lululemon needs to continue delivering solid quarterly results and rebuild confidence that its turnaround is gaining traction. If management can demonstrate meaningful progress over the coming months, the stock could move quickly. For investors considering exposure, this may resemble the early innings of a recovery—an opportunity with upside potential, but one that comes with clear execution risks. |
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