Lululemon Athletica Inc.
 (LULU)

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  • Jun. 18, 2014, 1:00 PM
    • Nike (NKE +0.7%) could be interested in making a bid for Lululemon (LULU +3.3%), according to retail analyst Jennifer Black. V.F. Corp and Adidas were lined up as possible suitors earlier.
    • Lululemon's portfolio of products would make a nice add-on to Nike's inventory and allow it to leverage its marketing machine.
    • CNN's Paul La Monica is going a different direction. He says a chase by Under Armour (UA -1%) for LULU makes sense.
    • Any potential bidder for the yoga apparel seller is likely to have to worry that Uniqlo (FRCOY) could come in with a late over-the-top offer.
    | Jun. 18, 2014, 1:00 PM | 13 Comments
  • Jun. 18, 2014, 8:41 AM
    • Shares of Lululemon (LULU) are higher in premarket trading off of a Bloomberg report indicating Adidas (ADDYY) or V.F. Corp (VFC) might be interested in buying the company out.
    • A 34% YTD decline in Lulu's share price has brought questions on fair valuation back to the forefront.
    • Though the forward P-E ratio on Lululemon hasn't been lower since 2009, missteps by management and new competition has taken some of the bloom off the rose.
    • LULU +1.2% premarket
    | Jun. 18, 2014, 8:41 AM | 2 Comments
  • Jun. 13, 2014, 7:36 AM
    • JPMorgan downgrades Lululemon (LULU) to a Neutral rating from Overweight following the retailer's Q1 report.
    • Soft guidance and the tone of Lululemon's conference call has added to an air of caution on the name.
    • Previous on LULU: earnings, details and guidance, conference call wrapup.
    | Jun. 13, 2014, 7:36 AM | 1 Comment
  • Jun. 12, 2014, 12:45 PM
    | Jun. 12, 2014, 12:45 PM
  • Jun. 12, 2014, 11:56 AM
    • Execs with Lululemon (LULU -14%) were on the defensive during the firm's FQ1 earnings call today.
    • CEO Laurent Potdevin says a boardroom fight with founder Chip Wilson is awkward, but not a distraction.
    • On store opening: Lululemon thinks by 2017 it will have 20 stores in Europe and Asia (outside of New Zealand and Australia). Square-footage growth of a mid-teens range is forecast.
    • On margins: The company sees its gross margin rate reaching 50% over the next few years and its operating margin rate drifting to the mid-20s range.
    • The early read for FQ2 is for improved store traffic, but a lower conversion rate.
    • Earnings call webcast
    | Jun. 12, 2014, 11:56 AM | 4 Comments
  • Jun. 12, 2014, 9:15 AM
    | Jun. 12, 2014, 9:15 AM | 2 Comments
  • Jun. 12, 2014, 6:53 AM
    • Lululemon (LULU) reports comparable-store sales increased 1% in FQ1 as the direct to consumer channel pulled up a negative comp at stores.
    • The company saw its gross profit rate improve 150 bps to 50.9% during the period.
    • Inventories decreased 4.7% Y/Y to $177M.
    • EPS guidance for FQ2 is $1.71-$1.78 vs. $1.89 consensus.
    • LULU -9.1% premarket
    | Jun. 12, 2014, 6:53 AM | 13 Comments
  • Jun. 12, 2014, 6:15 AM
    | Jun. 12, 2014, 6:15 AM
  • Jun. 12, 2014, 5:48 AM
    • lululemon athletica (LULU): Q1 EPS of $0.34 beats by $0.02.
    • Revenue of $384.6M (+11% Y/Y) beats by $3.36M.
    | Jun. 12, 2014, 5:48 AM
  • Jun. 11, 2014, 5:30 PM
    | Jun. 11, 2014, 5:30 PM | 1 Comment
  • Jun. 11, 2014, 12:37 PM
    • Lululemon (LULU -2.2%) responds to founder Chip Wilson's appeal to turn over the board at the retailer.
    • A statement from the company makes the contention that the current board is aligned with the core values that Lululemon was founded on.
    | Jun. 11, 2014, 12:37 PM | 2 Comments
  • Jun. 11, 2014, 7:38 AM
    • Lululemon (LULU) founder Chip Wilson says he voted against the re-election of Michael Casey and RoAnn Costin to the company's board.
    • He thinks the current board isn't aligned with the "core values" of product and innovation that the company was founded on.
    • Wilson holds 27% of outstanding shares of Lululemon.
    | Jun. 11, 2014, 7:38 AM | 6 Comments
  • Jun. 9, 2014, 11:30 AM
    • Analysts weighing in on Lululemon (LULU +1.5%) see a slow transition at the company as operational momentum picks up and new assortments filter in.
    • The general consensus from recent reports issued by Sterne Agee, Canaccord Genuity, and JPMorgan is that the worse period for the retailer is over.
    • Shares of LULU are down 23.7% YTD to lag peers in the athletic apparel sector by a wide margin.
    | Jun. 9, 2014, 11:30 AM | 2 Comments
  • Jun. 5, 2014, 10:24 AM
    • Sterne Agee moves off its bearish stance on Lululemon (LULU), raising shares to Neutral from Underperform.
    • The investment firm thinks the stock found a bottom in the lower $40s and will recover as the retailer's execution gets back on track.
    | Jun. 5, 2014, 10:24 AM | 1 Comment
  • May 21, 2014, 8:42 AM
    • Dick's Sporting Goods (DKS) tipped off during its earnings call yesterday that the women's athletic apparel initiative is delivering comps in the low teens.
    • Execs said that the company may devote more floor space to the category due to the strong response.
    • The development could give Athleta (GPS), Lululemon (LULU), and Under Armour (UA) something to think about.
    • Earnings call transcript
    | May 21, 2014, 8:42 AM | 5 Comments
  • May 13, 2014, 1:43 PM
    • A little bit of speculation from ISI Group is going a long way for Lululemon (LULU +2.1%) today.
    • Analyst Omar Saad thinks VF Corp (VFC +1.1%) could make a run at the yoga clothing seller to give it an entry into the athletic apparel segment.
    • Saad thinks a Lululemon purchase at $50 per share (11% premium) could increase VFC's EPS by about $1.05 in the future.
    | May 13, 2014, 1:43 PM | 14 Comments
Company Description
Lululemon Athletica Inc is a designer and retailer of technical athletic apparel operating in North America and Australia. Its yoga-inspired apparel is marketed under the lululemon athletica and ivivva athletica brand names.