Lululemon Athletica Inc (LULU) Stock Price Today — Live Chart and Analysis

Lululemon Q4 FY2025 beat Wall Street expectations at the revenue and EPS lines, but FY2026 guidance disappointed significantly. The company guided full-year 2026 revenue of $11.35–$11.5 billion (2–4% growth), with North America down 1–3% and international (particularly China and Rest of World) providing the offset. FY2026 EPS guidance of $12.10–$12.30 is well below the $13.26 earned in FY2025. The primary headwind is tariffs: $380 million in gross tariff costs with only $160 million in offsets, representing approximately 90 basis points of gross margin pressure. Beyond tariffs, the company faces a proxy battle with founder Chip Wilson, who is pushing for strategic changes. CEO transition is underway - the CEO search is ongoing following Calvin McDonald's exit. China revenue is growing 20% annually and is the clearest bright spot. North America faces a cultural shift: Lululemon overused promotions in 2025 to clear inventory, and rebuilding full-price sell-through discipline will take time. The stock has fallen significantly from its 2023 peak near $500, now trading around $250–$280. Support: $220–$240 (where the brand's international growth is priced in). Resistance: $300–$320 (requires North America stabilisation).