On Running (ONON) is highlighted as the fastest-growing public sports apparel company and a preferred investment over Lululemon.
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Lululemon Just x2 BEAT; Wall Street Is Selling; Here's Why
Value InvestorApr 15, 2026
Lululemon (LULU) reported earnings that beat expectations, but the stock is down due to slowing growth, increased competition, and insider selling. Despite strong historical financials, current revenue and EPS growth are declining, with a bleak outlook for the next few years. While Michael Burry has bought shares, the author believes Lululemon is struggling and prefers competitors like Deckers (DECK) and On Running (ONON).
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The author is a strong believer in Deckers (DECK), considering it a superior company to Lululemon with strong performance over the last 5 years.
Lululemon (LULU) is currently trading at all-time lows in terms of multiples, with slowing growth and increased competition, making it a hold with low conviction.