Lululemon Stock Jumps 9% This Week as Institutions Buy In and Earnings Loom (November 29, 2025)

Lululemon Athletica Inc. (NASDAQ: LULU) is back in the spotlight this weekend after a strong week in the market, fresh institutional filing news, and growing debate over whether the beaten‑down yoga‑wear giant has finally become a bargain.

Below is a full rundown of all notable Lululemon stock news dated November 29, 2025, plus the context investors are watching right now.

Lululemon stock price today

Last close: Lululemon shares finished Friday, November 28, at $184.18, up 1.23% on the day. ^[1]
This week: According to Quiver Quantitative, LULU stock rose 9% over the past week, making it the 27th most‑searched ticker on its platform. ^[2]
52‑week range: $159.25 – $423.32. ^[3]
1‑year performance: Lululemon is still down about 42.6% over the last 12 months, reflecting how hard the stock has been hit since its 2023 peak. ^[4]
Market value: Based on recent prices, Lululemon’s market capitalization sits a little above $21 billion, putting it firmly in large‑cap territory. ^[5]

So while this week’s bounce is significant, LULU remains a deeply de‑rated former market darling whose valuation and growth prospects are being actively re‑priced.

Quick note: Nothing in this article is financial advice. Always do your own research or consult a licensed professional before investing.

All major Lululemon stock news from November 29, 2025

Several fresh pieces of coverage hit today that are shaping the conversation around LULU:

1. “Why Everyone Is Talking About Lululemon Stock Now” – The Motley Fool

A widely shared analysis syndicated via Yahoo Finance argues that Lululemon has hit its “first meaningful slowdown in years”, but that the sell‑off is opening a rare window for long‑term investors. ^[6]

Key themes from the article and related coverage:

Sales growth has slowed, particularly in the core U.S. market, after over a decade of rapid expansion. ^[7]
Margins are under pressure as higher tariffs on imports into the U.S. and a more promotional retail environment squeeze profitability. ^[8]
The competitive landscape is tougher, with rivals and newer premium athleisure brands pushing into Lululemon’s space. ^[9]

Yet the Fool‑style analysis emphasizes that Lululemon still has:

A strong global brand,
Solid balance sheet,
And long‑run international growth potential,

suggesting the current valuation may be attractive for patient investors willing to ride out volatility. ^[10]

2. QuiverQuant: “$LULU stock rose 9% this week. Here’s what we see in our data.”

Quiver Quantitative published a data‑driven note this afternoon breaking down why LULU is suddenly back on traders’ radar. ^[11]

Highlights:

Performance: Confirms ~9% weekly gain for LULU based on Polygon price data. ^[12]
Retail interest: LULU was the 27th most‑searched ticker on Quiver over the last week, suggesting renewed retail attention after months of negative sentiment. ^[13]

Insider trading snapshot

Over the last six months:

Lululemon insiders have made 3 open‑market trades – all sales and zero purchases.
CEO Calvin McDonald sold 27,049 shares, worth an estimated $6.38 million, in two transactions.
Chief Brand Officer Nicole Neuburger sold 615 shares for about $109,470. ^[14]

That pattern (sales, no buys) isn’t unusual for a mature consumer brand, but in the context of a sharply discounted stock it may raise questions about management’s near‑term confidence.

Hedge fund & “smart money” flows

In their most recent filings, Quiver sees:

443 institutional investors increasing positions in LULU,
But 784 decreasing their stakes. ^[15]

Some of the biggest Q3 moves:

FMR LLC (Fidelity) cut its position by 65.8% (‑7.8M shares).
AllianceBernstein reduced its stake by 62.4%.
Susquehanna International Group moved the other way, adding nearly 2M shares (+488%), a rare sizable bet on a rebound. ^[16]

Quiver also notes moderate Congressional trading activity (only four trades in six months, mostly small), with more sales than buys by U.S. Representatives. ^[17]

Analyst & price‑target picture in the Quiver data

Over the last several months, 4 firms have issued “Buy” ratings and 1 has issued a “Sell”, in the subset tracked by Quiver. ^[18]
Across 22 recent analyst targets, the median price target is $191.50, slightly above Friday’s close. ^[19]

Taken together, the Quiver note paints a mixed sentiment backdrop: heavy selling from some long‑time institutions, selective buying from others, and modest upside implied by the median target.

3. MarketBeat: Sellaronda Global Management LP boosts its LULU stake

One of today’s key institutional‑flow headlines is that Sellaronda Global Management LP increased its Lululemon position by 35.1% in Q2. ^[20]

According to MarketBeat’s breakdown:

Sellaronda now owns 50,000 shares of LULU
The position is valued around $11.9 million
LULU accounts for 10.4% of the fund’s portfolio and is its 5th‑largest holding. ^[21]

The article also reiterates Q2 results and consensus data:

Q2 diluted EPS of $3.10 beat estimates (~$2.86 – $2.88) even as revenue of $2.5–$2.53 billion came in slightly shy of expectations. ^[22]
Net margin stood at 16.38%, with a robust return on equity of ~42%, underlining Lululemon’s still‑strong profitability profile. ^[23]
The company guided full‑year 2025 EPS to $12.77–$12.97, down from earlier, more optimistic forecasts. ^[24]

MarketBeat notes that, despite the downgrades and guidance cuts earlier in the year, 85%+ of Lululemon’s float remains in institutional hands, and the stock carries a consensus rating of “Hold” with an average price target of $227.68 in its database. ^[25]

4. MarketBeat: Scotia Capital Inc. raises its Lululemon position

A second article dated November 29 details how Scotia Capital Inc. increased its stake in Lululemon by 38.7% in Q2. ^[26]

Key points from that filing summary:

Scotia’s position grew to roughly 105,000+ shares, worth around $25 million, giving it about 0.09% of the company. ^[27]
The article echoes many of the same fundamental metrics:
- Q2 EPS beat,
- Slight revenue miss,
- Lowered full‑year outlook,
- And a still‑healthy profitability profile. ^[28]

Together with the Sellaronda story, this suggests some fund‑level conviction buyers are stepping in at current price levels, even as many other large asset managers have been trimming risk.

The bigger picture: Lululemon’s slowdown, guidance cuts and valuation debate

Today’s news only makes sense when you zoom out to what happened earlier in 2025.

Soft U.S. demand and tariff pressure

On June 5–6, 2025, Lululemon cut its annual profit forecast for the second time in a row and warned that higher U.S. import tariffs and weaker demand in North America and China would crimp profits. Shares fell as much as 21–22% on the headlines. ^[29]

Then on September 4, the company reported Q2 results:

Net revenue up 7% to about $2.5 billion (+6% in constant currency).
Comparable sales up 1% overall, but Americas comps down 4%, while international comps jumped 15%. ^[30]
Gross margin slipped 110 bps to 58.5%; operating margin declined to 20.7%. ^[31]
Diluted EPS stayed strong at $3.10 vs $3.15 a year earlier and ahead of analyst expectations. ^[32]

Management simultaneously cut full‑year revenue and profit guidance, citing:

Underperformance in the U.S. business,
Product execution issues,
And an estimated $240 million hit to gross profit from higher tariffs and the loss of de minimis import exemptions. ^[33]

This combination — slower growth, margin compression, and lower guidance — is at the heart of why analysts have turned cautious and why the stock is still down over 40% year‑on‑year.

Leadership shake‑up adds to uncertainty

On November 21, Lululemon announced that Celeste Burgoyne, President of the Americas and Global Guest Innovation, will leave the company at the end of December for a new opportunity outside the industry. ^[34]

At the same time:

André Maestrini, previously Executive Vice President of International, was promoted to President and Chief Commercial Officer, taking integrated oversight of all regions, stores, and digital channels globally. ^[35]

The company framed the move as a strategic consolidation of regional leadership aimed at driving global commercial consistency and expansion. ^[36]

Some commentary — including a recent Wall Street Journal feature describing an “identity crisis” at the brand and highlighting founder Chip Wilson’s criticism of current management — has amplified investor focus on whether Lululemon can re‑energize its core customer while scaling globally. ^[37]

Analyst ratings: mostly “Hold,” but with wide disagreement

Different data providers show slightly different snapshots, but they all agree on one thing: LULU is no longer a consensus “Buy.”

Benzinga: Based on 26 analysts, Lululemon carries a “Neutral” consensus rating with a consensus price target of $212.70, a high target of $420 and a low of $120. ^[38]
MarketBeat: Counts 1 Strong Buy, 3 Buy, 30 Hold, and 3 Sell ratings, for an overall “Hold” and a consensus target of $227.68. ^[39]
QuiverQuant: Finds a median target of $191.50 from 22 recent price targets — only modestly above Friday’s close. ^[40]

More qualitative notes:

Zacks has repeatedly featured LULU as its “Bear of the Day”, pointing to negative earnings estimate revisions and a still‑rich multiple relative to slowing growth. ^[41]
A recent Seeking Alpha quantitative rating tagged Lululemon as a “Strong Sell”, citing a 40% 12‑month loss and weak momentum despite valuation compression. ^[42]
On the other hand, valuation‑focused platforms like Simply Wall St estimate a long‑term fair value around $193.54, modestly above current levels, and in a separate DCF‑based piece suggested LULU could be ~28% undervalued after a 9.6% weekly share price surge. ^[43]

In other words, there’s no clear Wall Street consensus: some models see value emerging; others argue earnings risk and execution uncertainty still justify a discount.

“Smart money” vs. “famous money”: who’s buying?

Beyond today’s MarketBeat reports on Sellaronda and Scotia Capital, there are a few other institutional threads worth noting:

Earlier this month, regulatory filings showed Michael Burry’s Scion Asset Management taking a new long position in Lululemon alongside other high‑conviction bets, a move widely covered in the financial press. ^[44]
Other asset managers, including Franklin Resources, Charles Schwab Investment Management, and Laurel Wealth Advisors, have also reported incremental increases in LULU positions in recent quarters, even as giant firms like FMR and AllianceBernstein significantly cut. ^[45]

Overall, ownership data show:

Institutional investors control roughly 85% of the float,
But flows are two‑way: many long‑time holders are reducing exposure while a subset of funds (plus Burry) are buying the dip. ^[46]

This tug‑of‑war is part of what makes Lululemon such a controversial stock at the moment.

Upcoming catalyst: Q3 2025 earnings on December 11

On November 26, Lululemon announced it will release third‑quarter fiscal 2025 results on Thursday, December 11, 2025, followed by a conference call at 4:30 p.m. Eastern Time. ^[47]

Investors and analysts will be watching especially for:

U.S. demand trends
- Are comps still negative in the Americas, or are promotions and product tweaks stabilizing the business?
Tariff and margin impact
- Any update on how much of the tariff headwind management is offsetting via pricing, mix, or sourcing efficiencies.
Inventory and markdowns
- Inventory was up 21% year‑on‑year in Q2; progress here could reduce margin risk in 2026. ^[48]
International growth
- International net revenue grew 22% in Q2; whether that growth continues will heavily influence the longer‑term bull case. ^[49]
Commentary on leadership transition
- With Celeste Burgoyne exiting and André Maestrini stepping into a global commercial role, investors will want reassurances about continuity and strategic focus. ^[50]

Given how much the stock has already fallen — and how compressed the valuation has become relative to its history — any positive surprise on demand or margins could trigger sharp moves.

What today’s news means for Lululemon investors

Putting it all together, here’s how the November 29 newsflow fits into the broader story:

The bullish narrative

Valuation reset: With shares down over 40% in a year and more than 60% from their 2023 peak, many models now flag LULU as trading at or below fair value. ^[51]
Still‑strong fundamentals: Q2 margins, ROE, and cash generation are high for a retailer; international growth remains robust. ^[52]
Selective institutional accumulation: Today’s Sellaronda and Scotia news — plus moves from Franklin, Schwab and others — show that not all big money is abandoning LULU; some are leaning in at current prices. ^[53]
Brand equity and long runway: Despite missteps, Lululemon still commands a powerful global brand with growth opportunities in menswear, footwear, and new regions.

The bearish narrative

Growth slowdown is real: U.S. comps are negative, and total revenue growth has slowed to the low single digits, a big comedown from Lululemon’s historical trajectory. ^[54]
Tariff & margin headwinds: The company itself expects about $240 million in gross profit reduction from tariffs this year, a meaningful drag. ^[55]
Heavy institutional selling: Big long‑term holders like FMR and AllianceBernstein have slashed their stakes, and insider activity has been only sales, no open‑market buys. ^[56]
Leadership and brand questions: The November leadership change and high‑profile criticism from the founder feed worries that Lululemon is struggling to define its identity in a more crowded athleisure market. ^[57]

Given these cross‑currents, it’s not surprising that LULU has migrated from a widely loved growth stock to a “show‑me” story with a Hold consensus.

Bottom line

As of November 29, 2025, Lululemon stock sits at the intersection of:

A sharp but still tentative rebound (+9% this week),
Conflicting institutional signals (some big buyers, many big sellers),
A looming Q3 earnings report on December 11, and
Intensifying debate over whether the company’s growth slowdown is cyclical, fixable — or something more structural.

For investors, today’s news isn’t a clear green light or red light. Instead, it sharpens the key questions:

Do you believe management can re‑accelerate U.S. demand while managing tariffs and competition?
Are you comfortable with a Hold‑heavy analyst consensus and the risk that estimates may still move lower?
And does the current valuation adequately compensate for those risks?

If you’re following LULU, the next major inflection point is less than two weeks away.

Lululemon stock's post-earnings plunge could be a buying opportunity, analyst says

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