One of America’s Biggest Brands Is HALF OFF?!
1 extracted signal · 0 resolved · 1 still active
Ken Freeman, CFAIndependent analyst profile- Source published
- 19 Oct 2026, 10:00 UTC
- Recorded by Tahlil Plus
- 19 Oct 2026, 13:40 UTC
AI-generated source summary
Lululemon (LULU) is currently trading at $94, near an 8.5-year low, after facing significant headwinds including a 20% drop in legging sales and an overall decline in comparable sales. The company's Q2 fiscal 2026 results showed a decrease in revenue and a lowered full-year EPS forecast. Despite a strong balance sheet with $1.4 billion in cash and no debt, and a new leadership team with a proven track record, the business is reportedly shrinking. Analysts like Morgan Stanley have cut their price target to $83, while Michael Burry has identified the stock as a "fat pitch" below $100, with a target of $80, suggesting a potential 15-20% annual return over 15-20 years if the company recovers. The current price is significantly below historical buy-up points and analyst targets, suggesting a potential contrarian buying opportunity for those with a long-term horizon and the ability to withstand further potential short-term declines.
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Ken Freeman, CFA
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