Lululemon's stock is currently undervalued due to significant tariff impacts on profitability, making it a potential buy for long-term investors.
Source Post
Lululemon Stock Investors Might Be Surprised to See This | LULU Stock Earnings Review Part 4
May 4, 2026
Lululemon's Q4 revenue saw a modest 1% increase, or 6% excluding an extra week last year. While international sales, particularly in China, surged 28%, North American revenue was flat with comparable sales down 2%. Profit margins significantly declined due to tariffs, impacting gross profit by 5.5% and operating income by 6.6%. Despite these headwinds, the author, a shareholder, views the stock as undervalued due to the tariff impact.
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