奥本海默公司表示，其依然认可“lululemon athletica品牌的内在实力”。然而，在该公司公布不及预期的第一季度业绩并下调全年展望后，分析师布赖恩·内格尔和安德鲁·查萨诺夫指出，他们“越来越担心，在高层领导真空、而规模较小、更灵活的竞争对手持续在更广泛的运动休闲品类中‘蚕食’市场份额的情况下，增长停滞可能成为现实。”
分析师在一份研究报告中补充道，任命前耐克高管海蒂·奥尼尔为首席执行官，有望使Lululemon受益。“然而，鉴于她与前雇主签有竞业禁止协议，海蒂要到九月才能上任。因此在我们看来，任何重大的产品重新推出计划都将推迟到2028年初。”他们如是说。Lululemon股价在盘前交易中大跌12%。
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