Lululemon's China Cooldown And US Struggles Weigh On Outlook - Lululemon Athletica (NASDAQ:LULU)

Lululemon's China Cooldown And US Struggles Weigh On Outlook - Lululemon Athletica (NASDAQ:LULU)

Lululemon Athletica’s (NASDAQ:LULU) U.S. growth outlook softened as shoppers embraced new fabric innovations over seasonal basics, pushing catalyst launches into second half of 2025. JP Morgan analyst Matthew R. Boss downgraded Lululemon from Overweight to Neutral, lowering the price forecast from $303 to $224. Boss writes that the U.S. product catalyst has been delayed to the second half of 2025 after customers responded well to new fabric inno…

JPMorgan downgrades Lululemon, sees stock moving sideways from here

A tepid reception to Lululemon's product mix with its updated core seasonal colors will also pressure the stock from here.

As Lululemon faces pressure, a rival brand builds global buzz

While Lululemon works to regain momentum, one fast-growing brand is stepping into key markets around the world.