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2025-09-13

$Lululemon Athletica(LULU)$ $Nike(NKE)$ 👟📉🔥 LULU Collapse or Opportunity?

$LULU two years ago was a $65B company. $LULU today is less than a $19B company. Retailers are so fickle. I see it at $182 testing the 200 Monthly MA. Support lies at $161 with risk to $147, resistance at $226. Negatives: missed Q2 guidance, margin pressure, weaker FY outlook. Positives: EPS beat, men’s revenue +6%, China +20–25%. Women drive 63.2% of revenue, men 24.2%. EPS grew from $4.5 to $12.8 in five years, a compounding story despite short-term bleeding.

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Modified in.2025-09-14
Lulu Drops for 3 Quarters: Back to 2020 Lows - Buy the Dip?
Lululemon plunged again as it slashes earnings outlook, projects $240 million tariff hit. Lululemon topped second-quarter earnings estimates but slightly missed revenue expectations. The company said the effect of tariffs and the removal of the de minimis exception are hitting its sales. In last earnings, Lululemon already lost 20% on the day. Affected by tariff and Alo's hit, lululemon lost 56% YTD. Would you consider buying the dip on Lululemon? Lululemon products or Lululemon stock — which would you choose?
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Comments

  • Kiwi Tigress
    2025-09-13
    Kiwi Tigress
    LULU getting cut from $65B to $19B is insane when you think about how sticky that brand loyalty is. Seeing women drive 63% of sales makes me feel like the market’s ignoring its moat. That $161 line is where I’d expect some serious defense to show up
    • Barcode: 
      Great to have you here KT, conversations make signals stronger.
  • Cool Cat Winston
    2025-09-13
    Cool Cat Winston
    📊I’m with you on the market punishing $LULU too hard. A collapse from $65B to under $19B feels extreme when international is still growing 20% and men’s revenue is trending higher. Reminds me of how $NKE got hit before its rebound off long-term supports.
    • Barcode: 
      Glad you read this CCW, always good trading thoughts together.
  • Queengirlypops
    2025-09-13
    Queengirlypops
    Wild to see LULU smoked this hard and still stacking double digit EPS growth. The way China’s up 20%+ while the US drags just screams opportunity. If it bounces off that 200 MA like you charted, that could be the cleanest setup in retail right now 📉🧃🧃🧃
    • Barcode: 
      Thanks for stopping by Q, your engagement adds real depth.
  • Hen Solo
    2025-09-13
    Hen Solo
    That $161 support and $147 risk zone you flagged is critical. I like how you tied the 200 Monthly MA in because that’s where institutions really start building positions. The way $AAPL held its long-term moving average last year shows how powerful that level can be.
    • Barcode: 
      Appreciate it HS, solid to share ideas that matter.
  • Tui Jude
    2025-09-13
    Tui Jude
    The revenue split you highlighted is eye opening. Women at 63% and men at 24% tells me the core consumer isn’t leaving soon. That EPS growth from $4.5 to $12.8 in five years is massive. It actually makes me think of $CROX when it tripled earnings while sentiment stayed bearish.
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