Lululemon is facing competitive pressure from companies like Vuori and Alo, alongside market impacts from Trump's tariff policies and analyst downgrades.
20 reports, 8 independent
Updated Sep 16
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What happened
Lululemon is facing competitive pressure from companies like Vuori and Alo, alongside market impacts from Trump's tariff policies and analyst downgrades.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.Lululemon is losing market share to competitors Vuori and Alo.1 source
Alo and Vuori are cited as rising competitors, while Burry holds a large stake and the SEC confirmed an executive departure.1 source
- Vuori is expanding globally with new stores in Beijing and Seoul, and strong wholesale in Europe, while Lululemon faces slowing growth.Sub-event
- Lululemon production in Cambodia and Vietnam is facing scrutiny as the Trump administration announces new tariffs on both countries, concurrent with analyst downgrades by JPMorgan Chase and Jefferies.Sub-event
- Lululemon is facing competitive pressure from companies like Vuori and Alo, alongside market impacts from Trump's tariff policies and analyst downgrades.Sub-event
- Wells Fargo reduced its price target citing tariff issues related to Lululemon Athletica.Sub-event
- Tariffs on imports from mainland China are increasing costs for Lululemon Athletica.Sub-event
- Costco selling similar products threatens Lululemon's growth.Sub-event
Show 2 earlier steps
Trump's tariffs and levy removal hurt Lululemon; Vuori and Alo cited as competition; Binetti downgraded shares.1 source
ISI downgraded Lululemon and moved it to Ulta Beauty, citing benefits from Trump-era tariffs.1 source
Keep exploring
Part of
Nike and Lululemon Athletica are competing in the global athletic apparel market.Also in this story
- Nike launched a proxy fight against Lululemon.
- The Zacks Shoes and Retail Apparel industry gained 6% over the past month, with Nike as a key entity.
- Both Nike and Lululemon Athletica are facing declining sales in the North American market.
- Lululemon Athletica's international segment is growing fast in China.
The entities involved
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Lululemon Athletica
Canadian athletic apparel retailer
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Donald Trump
American businessman and politician (born 1946), President of the United States (2017–2021; since 2025)
Coverage
Newest first; wire copies grouped- financialpost.com
- aol.com
- foreignpolicyjournal.com
- BarchartLeggings Are Losing Their Luster. Should You Buy Lululemon Stock on the Dip or Stay Far, Far Away? Lululemon (LULU) stock is down nearly 20% on Friday after the athleisure specialist reported a bette
- Zackslululemon Q2 Earnings Beat Estimates, Stock Tumbles on Downbeat View lululemon athletica inc. LULU reported second-quarter fiscal 2025 results, wherein earnings per share (EPS) beat the Zacks Consens
- Motley FoolTariffs Are a Big Problem for Lululemon Stock Lululemon slashed its full-year outlook due to the impact of U.S. tariffs. The removal of the de minimis exception will hit the e-commerce business. Whil
- Just StyleLululemon revises outlook as tariff pressures impact US Q2 performance In the second quarter of 2025 (Q2) ended 3 August 2025, Lululemon's total revenue increased 7% to $2.5bn (6% on a constant curre
- Insider MonkeyPiper Sandler Cuts Lululemon (LULU) Price Target to $200 on Growing Competition Lululemon Athletica, Inc. (NASDAQ:LULU) is one of the best falling stocks to buy now. On July 24, Evercore ISI lowered
- Motley FoolDown 60%, Is the Worst Over for Lululemon Stock? The Answer May Surprise You. Lululemon's stock fall is an overreaction from Wall Street. The stock's valuation looks cheap at current prices due to it
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