Consumer Discretionary

Barclays analyst Adrienne Yih maintains Lululemon Athletica (NASDAQ:LULU) with a Overweight and lowers the price target from $610 to $546.

Lululemon Athletica’s (LULU) shares slumped almost 13% in premarket activity Friday after the company’s guidance for sales and earnings for fiscal Q1 and the full financial year lagged the market’s expectations. The company reported fiscal Q4 net income late Thursday of $5.29 per diluted share, up from $0.94 a year earlier. Analysts polled by Capital IQ expected $5.03. Net revenue in the quarter ended Jan. 28 was $3.21 billion, up from $2.77 billion a year earlier. Analysts surveyed by Capital IQ expected $3.20 billion. The company expects fiscal Q1 diluted earnings of $2.35 to $2.40 a share on revenue of $2.18 billion to $2.20 billion. Analysts surveyed by Capital IQ expect EPS of $2.60 on revenue of $2.26 billion. The company expects full-year adjusted diluted earnings of $14 to $14.20 a share on revenue of $10.70 billion to $10.80 billion. Analysts surveyed by Capital IQ expect EPS of $14.29 on

TD Cowen analyst John Kernan maintains Lululemon Athletica with a Outperform and lowers the price target from $553 to $515.

Morgan Stanley Cuts Price Target on Lululemon Athletica to $490 From $539 Amid ‘Underwhelming’ Fiscal Q4 North America Results, ‘Disappointing’ Guidance; Overweight Kept。

CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We maintain our 12-month price target of $550, based on 37.9x our FY 25 (Jan.) EPS estimate and below the company’s 5-year average forward P/E multiple of 42.7x. We maintain our FY 25 EPS estimate of $14.50 and initiate our FY 26 EPS estimate at $17.00. LULU posts normalized Q4 EPS of $5.29 vs. $4.40, $0.27 above consensus estimates on revenues of $3.21B vs. $2.77B and $8M above estimates. By region in Q4, Americas revenue increased 9% Y/Y and International revenue increased 54%. Q4 adjusted gross margin expanded 200 bps to 59.4%. LULU opened 25 new company-operated stores in the quarter, bringing the total to 711. LULU guided for revenue growth of 11% to 12% and EPS of $14.00 to $14.20 for FY 25, which we believe

Lululemon Athletica (LULU) shares are a potential chance for investors to buy into a “high-quality name,” even though sequential moderating revenue growth in the US prompted the company to issue a downbeat fiscal first-quarter outlook, according to Wedbush Securities. The athletic apparel maker said late Thursday it expects per-share earnings to be in a range of $2.35 to $2.40 for the current three-month period and sales to come in between $2.18 billion and $2.2 billion. The consensus on Capital IQ was for EPS of $2.60 and revenue of $2.26 billion before the guidance was given, and later reduced to $2.39 and $2.2 billion, respectively. The company flagged a quarter-to-date slowdown in North America, where revenue increased 9% for the three months through Jan. 28 versus the previous quarter’s gain of 12%, according to Wedbush. Senior management highlighted that US traffic remains positive, but conversion has declined due to assortment-based issues